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Excellent list of the positives here - thanks
The current investment case is:
1) Targeting 2,600,000 oz Nara
2) Nara tailings, small but could generate $5m of free cashflow, enough to either pay for the licence or drilling.
3) Hillside targeting 1,000,000 oz
4) Hillside 4th rated target, not bulk mining but a strong near surface intercept >200g/t over 34cm
5) Hillside assays on top 3 targets TBA
6) Hillside option exercise Mon or Tue
7) Leopard, basically a free spin of the dice
8) Fledgling mining operation
9) Karakubis drilling by end of May 5,000m including ENRG's top 3 targets
10) Karakubis has considerable scale if they find anything.
11) Cornerstone investor with $40m available
12) Over £8m of warrants come into play with positive news flow
13) CEO in-country, 2% equity + another 3% options
14) Pambili c10-15% stake
Not expecting a 10 bagger here necessarily here, but I do think this will multi bag based on Zim alone, and will certainly multibag if they hit copper early in this KCB drilling. How many bags is open to question and of course depends on success with the drill bit. But I do think BT actually moving to Zim is a serious sign of his conviction and commitment in KAV 2.0, and also his confidence of success. I think he owns about 2% of the company as well, which I'm sure is another motivating factor. So I think this is a good a time as any to be in KAV with all the activity they have coming up this year, and I fully expect the share price to end this year well north of here. All imo and GLA
You make a good point Legalwolf, well done on your success.
I freely admit I did miss out on the rise from 0.65 to since Ferbruary, with the flatlining over the year before it was a surprise to see that coming. But my initital interest in KAV was never to double what I started with (and it ended up being ground down a third before realising the game had burnt me).
So as ever with this crowd, what comes next is more important. Can it be a ten-bagger from here? IMHO no, but I recongnise some will hype it.
History is important, but yes, taking a risk and punting against all the odds can occasionally pay off.
Well done on your success so far, here's hoping for your sake I'm wrong if you are indeed still accumulating. I'll wait this out happy to note there are other better opportunities.
All IMHO and GLTAH but DYOR
In the time you have been negative on KAV, the share has gone up 100%. For those dwelling on the past, they are missing the opportunity offered by KAV in the present.
Surprised no one has commented on the last annual report released just now;
$5 million spaffed against the wall in the last 2 years, management bonuses included, and for what?
"But it will all be different this time around" surely.
All IMHO, and GLTAH but personally not seeing anything to get excited about given the burn so, really;, DYOR
My glass is always half full not empty , yes very optimistic
But a new copper discovery of size moving forward with financial backing who knows where the sp could end up
Atb
Bitcoin, 10p sp from here, that's what I call optimism 😀. Ben says he expects to get the sp back to it's all time high within a year. But even if we get to 3p lots of warrants from there come into play to help out our finances. Drilling the kcb is not cheap after all!
At long last we are drilling at Karakubis. This could be massive if their confidence is well placed and leads to a copper discovery. Great timing as copper prices are increasing. Bring it on!
This is where its at , why we have the backing . Dave knows the dance and where its at.
Ben is moving Kav forward , good news flow, good decisions.. creates confidence.
I for one am very pleased to be invested and appreciate the Endeavours of The Kavango team and the high net worth backing.
My hunch is , right or wrong... a big discovery coming on these tenements and 10 x the SP is very possible....
So looking forward to the next few years here...
ATB
Swissquote
Good Day!
I already have Kavango on my watchlist for many months, but still did not find an online stock broker who has it in its portfolio. I am with IBKR, but they dont trade it. And most other stock brokers, like IG or AVA, do not offer Kavango nor accounts to Austrian customers.
Anyone can recommend a platform which offers 1) Kavango and 2) accounts to Austrians, no-UK residents?
Lobo knows his stuff when it comes to the commodity sector and is a highly respected speculator in America/Canada. This was a real grilling by him and BT responded superbly. What it shows is the genuineness of what BT was saying, in that he was able to respond to every point. Key takeaways:
-KCB drilling to start in around 6 weeks.
-Looking at generating revenue from the tailings dump within 4 months.
-Upscaling existing production within 3 months.
-Access to a 40 million funding facility if needed.
Very exciting period coming up here for sure and can't wait to see what news KAV puts out in the coming weeks and months. GLA
Https://twitter.com/duediligenceguy/status/1780246546174402691
An excellent interview that I think plenty of people will appreciate. Unlike most, this ain't no puff piece by paid promoters.
Https://www.youtube.com/watch?v=DG7nk9FQoRk&t=173s
Came across this interview today. Tsodilo Resources with iron ore and copper in Botswana. I am aware of tsodilo but cant say i know much about them and their history. But the CEO sure came across as positive about prospects. Copper and gold are the 2 'flavours of the month' using their words in the interview. Really interseting !!
KAV 2.0 - I like it! Yes, a good way of looking at things. If they hit copper at KCB, that would be huge!
I think a close above 1.2p will then bring 1.5p into sights. Good buy level this as its the same price paid by the Kasangra's and they bought before the encouraging early news coming out of Zim.
Also interesting to overlay the current chart with the one starting nearly exactly 4 years ago.
I first bought in here about 1.2p. I noticed the steady news flow and building excitement, and read everything the company had put out. By the time I was persuaded, it was at 1.2p, and I realised my chance to buy sub 1p had been missed. But the corner had been turned. Some fresh appointments and fresh focus made it a great time to get on board.
I wasn't disappointed. I ended up topping up at progressively higher levels.
What happened then was a crash for a few reasons, the biggest of which was the KSZ miss. The other was the need to place at a discount to people who would flip quickly.
As said earlier today, this is now Kavango 2.0. And funnily enough we're at 1.2p on the offer (or were yesterday). Someone looking at this now would see building news flow and excitement at what they might find. Like me 4 years ago, they'll realise they missed sub 1p, but the corner is turned so it's IMO a great entry. DYOR. Some excellent appointments and a fresh focus.
The question is what could go wrong this time. I think their ground work is much more focused and evidence led. The team is very qualified with past discoveries under the belts of Steve and Dave. No guarantees what they'll find, but the company is in better shape.
And no discounted placings to quick flippers, because there is a cornerstone investor.
So this time the chart could follow a similar path, only without the downturn where things went wrong last time.
That's what I'm hoping for.
If the chart ends up with the kind of symmetry I see suprisingly often it will hit 10p in the next 18 months.
Yes - I definitely plan to see how things pan out here. We've barely got going in Zim and KCB, and so time is needed to let this all come to fruition. But we can move forward with some confidence.
I think Kav will make a meaningful discovery on the KCB....
I think our high net worth investors are taking a punt on that very possibility and to be honest..
The KCB tenements are where its at in my eyes and Dave knows the dance around that neck of the woods...
I have never had a bad word to say about Ben , I like his optimistic take on opportunity...
For me Kav will come good back to new highs of 6p plus possibly 10p if the ducks line up just so...
ATB
And to
I agree. It's time to look forward. This is potentially a multibagger in the making from these low levels. Lot's of drilling and results to come. By the end of this quarter, KAV will be drilling for copper and gold at the same time. Every chance we will be trading above 1.5p just on the drilling, and then the upside from that level will depend on the results.
BT is looking to make a new all time high in the share price, which would be 6.5! That will likely need a discovery at the KCB. Very exciting period coming up for sure though! GLA
Re Ben: true he has got over excited in the past, Ditau has gone from priority to back burner.
But what I will say is you are now looking at KAV 2.0 which is very much Ben's creation whereas the original portfolio was put together by Michael Foster & in hindsight there was too much geological risk. Behind Ben is Peter Wynter Bee, Purebond, Steve Smith (Zimbabwe gold consultant) & Dave Catterall (KCB expert). KAV (& Ben) has matured , the reality is get rich quick schemes rarely work so KAV 2.0 is tightly focussed by these experts. There's been a series of RNS's, small steps but nonetheless showing progress on the ground. Nara & Karakubis both company makers are being drilled Q1/Q2 24. As a LTH things are looking up for KAV.
Ben became CEO in June 2021.
‘It seem Ben is happy so if he is so am I’
You obviously don’t know anything about him. He gets excited about anything!!!!
I recall in 2019 (I think) he promised investors a Christmas present and there was talk of share prices go to 20p.
There is suppose to be some upside in the resource & gold has migrated over the last 60 years to lower parts of the tailings. Remains to be seen, but its a c$10m project over 3 years and probably throw off $5m of cash which pays for further drilling at Nara. KAV have a fledgling business KAV Mining with perhaps 3-4 projects on the go, none of them earth shattering but its about learning & creating cashflow before larger gold production at Hillside, Leopard & Nara which is a good 3 years away. I do wonder if Pambili NR (KAV c10% holding) gets rolled into KAV Mining as very similar operations.