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Kefi Minerals Share Chat (KEFI)



Share Price: 5.46Bid: 5.00Ask: 5.50Change: 0.23 (+4.40%)Riser - Kefi Minerals
Spread: 0.50Spread as %: 10.00%Open: 5.22High: 5.46Low: 5.22Yesterday’s Close: 5.23


Share Discussion for Kefi Minerals


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Strider4
Posts: 1,287
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:5.46
RE: Perhaps today is a good day.
Today 11:32
I have no doubt at all that when you do buy in you will be abruptly changing your tune.
 
SGD27
Posts: 1,069
Off Topic
Opinion:No Opinion
Price:5.46
Proactive / SP Angel
Today 11:15
http://www.proactiveinvestors.co.uk/columns/sp-angel/27835/today-s-market-view-kefi-minerals-plc-mkango-resources-ltd-metals-exploration-plc-27835.html

"
...[Summary of RNS]...

Conclusion: The new Lycopodium DFS has cut the NPV valuation and IRR for the project from that seen in the 2015 DFS. Kefi’s internal numbers are more optimistic and are closer to the previous DFS study using a slightly less conservative approach. It feels fair to say that the Lycopodium study should be more of a base case and the use of $1,250/oz also looks fair given that a bank could finance the project based on this price and using the forward market if it was ready to do so today. The AISC costs also look low enough to support most stress tests. Bank finance will depend much on support from the government and the availability of credit for Ethopia which has a respectable B1 stable outlook credit rating as set by Moody’s as of last December in our view.

*SP Angel act as Nomad and broker to Kefi Minerals
"
dazah
Posts: 829
Off Topic
Opinion:No Opinion
Price:5.46
Perhaps today is a good day.
Today 10:36
Got my prediction out by a day.

Should I buy in been watching for a while?
SGD27
Posts: 1,069
Off Topic
Opinion:No Opinion
Price:5.23
Proactive / Beaufort
Today 09:01
http://www.proactiveinvestors.co.uk/columns/beaufort-securities/27828/beaufort-securities-breakfast-alert-katoro-gold-kefi-minerals-plc-obtala-ltd-severn-trent-tiziana-life-sciences-27828.html

"
KEFI Minerals (LON:KEFI, 5.23p) – Speculative Buy

KEFI has published an update to its 2015 DFS using numbers from proposed or contracted (engineering, construction, mining, support service, consumables etc.) agreements. This Updated 2017 DFS is therefore more accurate although importantly delivers very similar numbers to the 2015 DFS. Key numbers include capex of $161m although after contract deferrals it falls to $145m, AISC of $777/oz and $933/oz including capex. The NPV8 from the start of production using flat $1250/oz is $272m and gold production averages 115koz over the first 8 years. Below the headline numbers a few important changes have been made including higher throughput, coarser grind size, and design changes to access roads and the tailings facility. Construction is targeted to start end 2017 or early 2018 with first gold end 2019. Mining will be circa 80% bulk mining and 20% selective.

Our view: The major change to the 2015 DFS is throughput increase from 1.2mt to 1.5mt and higher average production. Capex is slightly higher than the 2015 DFS but in line with KEFI's estimate from 2016. Its worth noting that under Nyota, capex was $289m and even KEFI's first feasibility study which was owner operated (with its own mining fleet) had capex of $176m. This is a positive DFS, a slight improvement with no nasty surprises and doesn't include upside from the higher grade underground mine which is likely to be an important aspect of Tulu Kapi's life. We look forward to KEFI completing financing and breaking ground and maintain our Speculative Buy recommendation.

Beaufort Securities acts as a corporate broker to KEFI Minerals plc
"
dazah
Posts: 829
Off Topic
Opinion:No Opinion
Price:5.23
RE: $298 million NPV at production
Today 08:11
Cough...boom!
Strider4
Posts: 1,287
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:5.23
$298 million NPV at production
Today 07:54
$298 million NPV at the start of production is a nice figure - and all looks to be on track for later this year...
dazah
Posts: 829
Off Topic
Opinion:No Opinion
Price:5.15
RE: Entry price
Tue 14:05
It's pay day!
Strider4
Posts: 1,287
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:5.15
RE: Entry price
Tue 08:04
LOL dazah - wait until Thursday!

Is that when your funds become available?!
Drivenout
Posts: 868
Observation
Opinion:No Opinion
Price:5.23
View Thread (6)
RE: Entry price
Mon 08:12
Interesting thing to post before the markets even open, lol.

Can see no such low bid on the live price at this time...
dazah
Posts: 829
Off Topic
Opinion:No Opinion
Price:5.23
RE: Entry price
Mon 07:35
I was right someone was offloading shares at 5p, bid now 4.5p!

Sharp_riser I'd wait until Thursday for any entry.

Cheers




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