Keras Resources Share Discussion Threads

[mogwhy] 11/1/2021 15:40

Good to see the Mn price rising.
From my previous notes from 2019 I've got the initial Nayega opex as $3.1 dmtu
dropping to $2.7 when production increases.
Has there been any update on this? Couldn't find anything since then.

[tomboyb] 11/1/2021 15:24

KRS is funded -

The commissioning of the Utah processing plant will increase both our production capacity and flexibility to produce a variety of high grade, organic phosphate products, which will underpin the drive to grow market share whilst driving down costs.

Due at the end or before of this month -

[zhockey] 11/1/2021 08:34

I think this is the first time Utah looks like being priced in to any extent. I hope they revise and bring forward their 5 year sales target, that would really be interesting.

[greatfull dead] 11/1/2021 08:22

Great RNS. Now we need a positive Togo RNS.

ALB,
GD

[zhockey] 11/1/2021 08:17

Mn up to $3.80

[edgein] 11/1/2021 08:07

Good news to have secured the remaining interest in Falcon Isle without additional dilution and more sales lined up for middle of this month. Also very encouraging to hear about the plant to be installed this Q to bring them up to full capacity with additional sales options with the finer grades and granulated product etc as well as the bulk bag size etc. Good stuff, be interesting to see what they'll get from a full year sales in 2021. Now just a case of getting that Togo licence sorted out.

Regards,
Ed.

[alan@bj] 08/1/2021 16:40

Hell, hello, that's a bit of a hike at the end of the day. Something due to be announced soon?

[tomboyb] 08/1/2021 16:37

Very good day -

Aligned myself with Directors here -

If and a Big if, TOGO comes through then looks like a different ball game altogether -

[tomboyb] 08/1/2021 16:24

Premiums in already -

[tomboyb] 08/1/2021 16:22

2.5mill available at 0.15p full ask -

[tomboyb] 08/1/2021 16:13

No stock at all at 0.14p -

With Directors taking such a large chuck this could go a big run -

[tomboyb] 08/1/2021 16:02

Premium buys now -

Of course a different story if Manganese permit lands -

[tomboyb] 08/1/2021 15:48

NT at 0.135p -

Next buy and we are off -

[tomboyb] 08/1/2021 14:59

Selling almost at Mid -

And 1.25mill max now at full quote -

Andrew I've followed the directors here who have bought 20% of the placing and own a much larger chuck of the equity -

[andrewhbruce] 08/1/2021 13:57

Well done Tommy love the enthusiasm, been here a long time and like you have the faith, particularly with Russell at the helm. The BZT analogy looks good to me. Fingers crossed the bottom drawer is ajar.

[tomboyb] 08/1/2021 12:40

1 mill max now -

Worth a look at Edgein's posts -

More of a long term holder but news expected on phosphate mine and Manganese project -

[tomboyb] 08/1/2021 12:22

Only 3.75mill left at 0.13p full ask now -

Not too many seller esp with dirs taking 20% of placing and holding 25% of KRS -

Aligned -

[tomboyb] 08/1/2021 11:36

MMs selling at 0.1289p -

5mill max -

No interest yet but the way markets are can change very quickly -

Premiums Offered to sell at 0.1232p if wanted -

[tomboyb] 07/1/2021 15:56

Premiums to sell now -

So looking better -

[edgein] 07/1/2021 10:49

Alan,

Absolutely, best way to treat KRS is bottom drawer it and work the rest of the portfolio and one day it'll surprise many. Also it being derisked through Utah was a very good move regardless of dilution. It now looks like a gradual gainer over time regardless of the core asset. Of course getting the ML will ignite the engines very quickly indeed, game changer news if/when it comes.

Regards,
Ed.

[tomboyb] 07/1/2021 10:38

Ask slowly creeping up today -

Lets see where it goes -

[tomboyb] 06/1/2021 21:04

Volume has been steadily increasing -

As news is due so will the interest -

[alan@bj] 06/1/2021 19:55

We waited 8 years for Griffin Mining to get their licence extension in China - and then it came out of the blue on Monday! Patience will be rewarded.

[zhockey] 06/1/2021 17:01

Just a matter of waiting. Yes that’s one way of putting it!