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I dont think you missed much from comments I read - i went once years back, wasnt overly impressed then either
Thanks all just a shame I could not make it up to London yesterday but think this gives an idea of where the company is at. Harry is not the most stylish or polished presenter so sometimes it helps to just break it down to the substance of what he is saying.
well written Robjm66, with over 50% of the placing taken up I only expect one thing very soon, upward rise in SP :o)
Thanks Rob .. much appreciated
Despite seemingly suffering from Covid Harry delivered another positive update on progress in Ethiopia & Saudi Arabia. Saudi looks particularly exciting with the potential to dwarf the TK resource/profits and finance will be MUCH easier to secure to get the projects into production. Next few weeks could be transformational for both the company and for (long suffering) shareholders.... gla
It's all looking good for next month's sign off.
Also expecting a positive security to be announced this month
Part three
(risk management slide picture of meeting with consortium in cape town) 15 on screen another 15 online virtually attending, developing banks, construction contractor, lawyers financial advisors,deputy minister for mining, experienced people, wrapped around a project that will be the first in the country for 30 years project wrapped in all the skills and risk management to make sure it works properly.
(Other companies in the area slide) (Self explanatory mining starting to take of in the area) next west Africa.. east Africa…watching us and doing there own thing
To wrap up (investor highlights slide) Market cap 30million NPV 9 pence.. operation cash flow..on target to be a mid tier producer…Sorry cannot be at in London on Saturday please any questions send them to the company.
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Its an it is what it is harry webinar but what it is looks good apart from harry who looks ill with covid but the companies prospects look healthy.
Part two
(market Cap vs Group NPV slide pretty self explanatory) Plenty of upside as projects progress and skepticism diminishes. (Industry valuation slide) Kefi Is about the cheapest entry point into a developer in Africa…Kefi a pioneer…roll with the punches…first or second or third cab of the rank… never be able to build a pipeline like of projects like this in Australia..
(Group strategy slide) Tulu first get everything signed of by every body then construction.. de risk three projects…Or e bodies alll open will keep adding tonnnage..further exploration..plan to be a mid cap..(Mid cap slide) TK pretty set Jibal Qutman might move forward.
(Rare opportunity slide) Kefi has three projects in its sights because kefi went into a frontier market and take the knocks…shareholders are frustrated at not benefiting so far but still an achievement… Share market will start to reflect the progress made and the worst is behind…TK no secret…low hanging fruit..
(The Arabian Nubian shield slide picture of mineral outcrop Hawiah) No secret, Hawiah would have been drilled out a hundred years ago in Aus..kefi given the right to explore it 2 years ago now that the KSA wants to develop its mining sector…Its a frontier market now country cares we a can move quickly…this is another case where the geopolitics sets your pace.
part one
Kefi webinar Harry looks like he might have covid to me from personal experience he has my sympathy. My comments in Brackets.
Start. Harry happy at where things are at with the company. The company have three projects now…in terms of value…we largely looks at projected cash flows and NPVs the sharemarket tend to adjust itself to them over time. Value per share is about nine pence about three times what it was three years ago (thanks to the Geo team and rising commodity prices).
Company changing from a junior explorer to a developer… a mid cap…now ready to move ahead in both countries. Stock will recover as company moves forward and its is obvious to the outside world. Would encourage anyone to read the recent analyst reports (ditto).
Company now changing as Institutional investors get on board some under the three percent threshold but expect one that is over that threshold to report in coming days.
Good presentation.Very under valued .Huge potential..Good time to get in .GLA
https://www.***************************/kefi-gold-and-copper-uk-investor-show-presentation/4121065374 There was info the other day that Harry would not be present but would do the presentation vie the internet . Harrys been in South Africa talking to the consortium think he is getting enough air miles.
What a moron exhilarating
Anyone can see the RNS link or red dot as you call it plus it came up on my Yoizer alarm
Really you need to be more aware of things and not so deliberately stupid.
But....to see the little red dot don't you need to be a member of some sort? or is a bishop of some sort? either version results in the same thing, be a n o b and then you need to be logged-in.
Erm
Are you for real?
The RNS link on THIS BB!!!
Where do you see this info?
For reasons of cowardice I mean Covid Harry will not be attending the presentation.
Incredible.