Kefi Gold And Copper Share Discussion Threads

[christopher logsdon] 24/6/2021 08:05

I think TW has said 15 to 20p but we just need to get the gold out of the ground

[theaviator] 24/6/2021 07:58

Well nothing has changed really Scott apart from some dilution from the 2018 note but not THAT much. WHI don't seem to be at the match if you ask me, whilst I do understand feelings/views over Harry & also funding.

[scotty1] 24/6/2021 07:52

Had a word with TW this morn and he agrees that the WH note is "unambitious in its valuation" but believes when funding is secured their "risk weighting falls in scope for a upgrade"

[tom barnaby] 24/6/2021 07:36

I note that the avatar RioTinted_Specs had rather a late one yesterday.

I should strongly recommend a berroca and a couple of paracetemol with the cornflakes this morning (If you can keep them down).

[theaviator] 24/6/2021 06:37

Got this WH Ireland one now..https://www.kefi-minerals.com/files/files/WHI-Production-ready-KEFI-21June21.pdf

[theaviator] 24/6/2021 06:31

Last I could find was Cantor's in 2018 at 15p

[theaviator] 24/6/2021 06:28

Which broker note? A new one or old Beaufort one?

[riotinted_specs] 24/6/2021 02:50

Spelling error clowns not clins

[tom barnaby] 23/6/2021 21:24

14141/2

So we have a paid for ‘brokers note’ widely distributed throughout the city and available to all PIs vs a post by an anonymous avatar on a feee bb.

Which one is more influential and more likely the one to be concerned about, hmmm?

[belfastboyo] 23/6/2021 21:23

Don't disagree with any of that...just any statement that gold prices don't matter to Kefi...of course they do...the higher the prices in fiat the higher the future cash flows and profits for shareholders (assuming of course Harry/BOD actually deliver the TKGM funding closure goods) which if past record is the measure is far from certain...we live in hope of course as if he/they do then a future double digit share price is entirely possible imho

[belfastboyo] 23/6/2021 21:19

No I'm more concerned by derampers trying desperately to downplay what could be a major re rate opportunity for the company with insinuations and negative statements myself...you?

[neally99911] 23/6/2021 20:57

Is anyone else even the slightest bit suspicious that a marketing valuation from an "pay us and we'll say what you want" analyst came out just as Kefi need to raise millions to keep the lights on ? I wonder who paid for it?

I think the unsecured loan Harry was talking about is about to be RNS'ed and the terms will be very painful given the uncertainty re revocation of the licence and the constant disappointments......

[goatherd] 23/6/2021 18:45

Tops,

In my view pretty much indefinitely; of course if too long then there may be a bit more dilution. But what must be, must be.

[topicel] 23/6/2021 18:13

And our own. End of July now is it?

How long can the lights be kept on this time without a deal signed?

Topicel

[scrappycat] 23/6/2021 17:05

goatherd,

Agreed, but a few months here or there is not going to solve the world's problem with the copper supply.

[goatherd] 23/6/2021 16:57

Surely the price of gold is crucial to how fast we can get the copper out of the ground in Saudi Arabia?

[scrappycat] 23/6/2021 16:51

belfastboy,

I know the price of Gold is very important to Kefi, but I was addressing the world's attitude, not Kefi's. Apologies for not making this clear.

No amount of Gold will help to stop sea water ingress on the worlds lowest coastlines (eg Bangladesh). Copper is virtually NOW at peak production capacity with many miners having to resort to lower grade ores to make up the current shortfall. The problem can only exacerbate with the need for Green Technology gaining pace

[scrappycat] 23/6/2021 15:25

In reality, the price of Gold is somewhat irrelevant. The world has a much more important question to ponder, and that is where is the copper going to be found to fulfil the demand in future years?

Kefi has a large/huge amount in its assets, and this is likely to increase - not only in size, but in the inevitable escalating price. I forecast a tremendous future for the company, but that is, as usual, just my opinion.

[toyin] 23/6/2021 15:07

You are welcome rob.