The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Https://markets.ft.com/data/equities/tearsheet/forecasts?s=KEFI:LSE
When it does go across the line, I wonder if he will be 'man' enough to apologise to us Goons? I have promised to admit I am a goon if not...
Make that 58.....
56 (negative) posts (ooops, now 57!) in the past 30 days from TheCondomMan. I wonder how he/she/they will spend their time WHEN HAA gets the TK deal across the line and then moves on the the real prize in Saudi.....
Keep shouting, to Brian, "give us a sign !! " ????
"(as we know you love the personal attacks)"
irony overload.
Thanks TCM for confirming Brain did well by not being able to come up with anything to attack him (as we know you love the personal attacks) on the big stage. However think you should keep you stand-up routine to the local pub circuit and get some new material.
Thanks Rob - do we have any intel on what Harry had for breakfast or an update on the quality of the on-stand catering offer at all?
and the guys on the panel hook up later on for a knees up at the local "Sword and Neck" watering hole ?
Brian did ok looks like they were all on the same page and knew each other and were friendly.
Ma’aden sat on stage just before hand saying they most rely on external expertise for Gold and Base metals….
Saudi never shy about buying expertise but they are not total novices in Mining. Eg Ma'aden is a huge Saudi company with lots of experience.
Exploration niche will play to Kefi's advantage.
Ten minutes to go till kefis (G @M) panel discussion.
https://www.futuremineralsforum.com/
Doesn’t need to be 2p…
Always 0.7, 08, 0.9…. Etc.
We hardly get dates at Kefi due to can kicking, that many of us agree with. But even can kicking eventually comes to an end, that end is very close IMHO.
Multiples of todays SP is worth the wait in the end, especially if you've stuck to your patience and careful approach with constant averaging.
This has gone way, way too far to be rejected now. Its beneficial for the country in many ways from employment all the way to promoting the country as a viable investment destination.
A JV with the highest authorities and banks on board with only process left to be completed, is a very good position to be in.
It will happen, its whether we are willing to enter at 0.60p or later when its at 2p+
The Mcap alone can indicate what prices we will see once we receive the down-payment.
All in my opinion,
GLA
Going to need a international approach as the gap between minerals needed and what can be produced https://www.strategy-business.com/article/Mining-the-clean-energy-gap . Will be good for kefi with its big copper project (Hawiah) but will play into the trend of multipolarity https://foreignpolicy.com/2023/10/05/usa-china-multipolar-bipolar-unipolar/ . Conference has Chinese Russians Africans Americans people from all corners of the world basically the Saudis will do business with anyone that they think will benefit them. Think the penny has dropped with a lot of delegates but that’s not surprising as miners have always had to go where the opportunities are.
The only thing with Saudi is they go through cycles of wanting outside expertise and then suddenly everything changes and there's a period of what they term Saudisation where everything has to be done by the Saudis.
We just have to be in the correct part of the cycle to gain traction.
Shareholders have heard so many variations of approvals and permits all the time while the share has been diluted, well it is hardly likely to rocket on just another approval.
I reckon once the digger is out the shed scratching up some earth, that is when the share price action might start.
All Saudi mining or mining conference, was a bit of talk of at one point about de dollarization and lot of talk about a super region and the huge amount of money mining will need for the green transition. The usual ESG discussions talk of world wide rules needed to make it easier for miner to operate.
Saudi seems to be shifting a bit to do mining deals outside their country as well as inside. Some speakers emphasised the need to encourage the junior miners that make the actual discoveries. Highlight for me was Robert Friedland 73 but wow what a presentation.
htTps://www.arabnews.com/node/2439281/business-economy
htTps://www.barrons.com/news/saudi-says-value-of-mineral-resources-has-nearly-doubled-88f33c4c
htTps://www.arabnews.com/node/2439211/business-economy
htTps://saudigazette.com.sa/article/639493/SAUDI-ARABIA/Alkhorayef-Value-of-untapped-Saudi-mineral-resources-jumps-90-to-SR94-trillion
htTps://www.thecable.ng/nigeria-saudi-arabia-to-establish-joint-technical-team-on-mining-sector-development
htTps://www.prnewswire.com/ae/news-releases/vale-pioneering-sustainable-mining-innovations-at-the-future-minerals-forum-in-saudi-arabia-302031777.html
https://www.northernminer.com/news/ivanhoe-electric-shocks-saudi-geology-to-spot-targets/1003862611/ (Great presentation at the conference)
htTps://www.investmets.com/ivanhoe-typhoon-survey-advances-on-arabian-shield/
htTps://en.hespress.com/77895-morocco-ksa-sign-mou-to-promote-cooperation-in-mining-sector.html
No. Nobody said that.
But it’s undeniably a very strong signal that things are progressing positively.
To ignore this, you’d either have to be a bit disingenuous or just plain obtuse.
I take it you do agree it is positive?
Https://www.futuremineralsforum.com/conference/conference-program/
https://www.futuremineralsforum.com/
Saudi three hours ahead so should get Developing responsible mineral value chains in Saudi Arabia Panel session including Brian Hosking
Chief Executive Officer Gold & Mineral (kefi/Artar) Co 11.15 Kefi also have a stand and are a sponsor.
I bought Centamin at c.6 p a share at TWs suggestion and sold between £1.4 and £1.80 Mr Market is not always right…….
So it signed sealed no going back approval is it
You thought getting credit approval from the lead bank was BAD news?
Okay…
Interesting to see what happens today people having time to go through the desperate attempt to stop the share price dropping with a awful RNS
The market will always be correct
Hi all - just posted a portfolio update to YouTube which includes analysis of recent Kefi news.
Link available here for anyone interested: https://youtu.be/q5Clw_E14sQ?si=KxEMmeXThnOTohVZ