Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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"$90m windfall to Kefi investors, "
lol
Yesterday over 130m shares changed hands and whether it was overhang or simply traders piling in and then unwinding when the trade went against them we can all guess but key is volume to break the impasse as ultimately they will fall in long term holders who are looking for the big gains overtime. The details matter so we can expect credit signoff now this month and maybe within weeks. Obviously for the market cap to rise investors need to see value creation and closing the finance largely triggers a $90m windfall to Kefi investors, more than enough to credibly push us to 2.4p and trigger warrant cash for fast track into Saudi projects.
I've been busy buying another 5m shares this morning at 0.64p and below (broker just confirmed all purchased). HAA is going to close the deal this year and long suffering holders will get nicely rewarded!
totally agree you lot - there's too much bull **** spouted, for what ever reason, but it definitely isn't to save us from ourselves.
yesterday's rns:-
" the company expects full project launch to commence in the current quarter as previously advised."
it's been a long time coming - but that'll do me
Anyone that makes any stock decisions based on the "opinion" of a random anonymous person on a bulletin board needs to seriously consider if investing is for them. Do your own investigation and make your own decisions. Half the stuff on here which people state as "fact" is actually incorrect and shows that they do not read the RNS's properly or look through Q&A's and videos. Plenty of them available and most of the links are helpfully posted on here. Those that are trying to "save us" from "Arry" just spout mainly factually incorrect information and you have to question why someone would spend a lot of their time posting on a bulletin board for a stock they are not invested in. If they were educated "real" investors they just would not have the time, inclination or any reason to try to "save us all from impending doom".
Ignore them all, regardless of if they are pro or con the stock, do your own investigations of facts alone not conjecture and invest or don't it's your choice. Please don't make investing decisions based on the opinion of "experts on here" that have loads of spare time and are obviously so financially secure due to their investment experience and expertise that they can spend the day on an internet bulletin board saving everyone else! Think about it. If their advice was actually good they would be making a lot of money and would be actively investing. Not sat on LSE trying to save everyone from making a terrible mistake.
Rant over.
Steve - another placing is entirely possible with HAA at the helm.. I hope not.. but lets see..
Another placing!
Certainly hope not but cannot see any other reason why the sp is now trading lower
than it was before yesterday’s announcement.
I could have sold my entire holding yesterday @.86 then bought back today at under yesterdays opening !!!
At least is does show when this finance package is delivered we could hit 1.5 ( Briefly !!! )
The over night realisation of yesterdays RNS says it all in the SP today, yesterdays was just a ramp-a-fantastic frenzy.
Has any money come in yet ?
HA is full of BS.
Okay the price is silly now. Better not to have had the RNS 🤷♂️
Traders going to trade those that are here either for a quick ten percent are happy ditto some of those that got in at a placing who's business is around moving their cash around from placing to placing. Good luck to them have more time for them than people that try to talk a SP down for a couple of percent gain.
Personally though looking for a lot higher percentage increase.
Mrplumper - after being in kefi for several years, I don't think we have been in a better position. I have significantly higher average. I would be a happy buyer at 0.7p - we have the last regulatory approval completed. We need HAA to close the deal and bank the package. We should be atleast £100m MC. If the MC valuation doesn't match after funding - then it is time to re-evaluate your investment.
I was one of the critical ones of HAA's progress and BS communication in the past. It appears that we are in the last leg. We need the finance package closed and funds in the account. If the TK finance package is sorted, SA is even bigger - current share price doesn't reflect the assets we have, but totally understandable after all the delays we have had. At last I can see some momentum on KEFI, TK funding.. followed by more in 2024 in SA.
GL
Where have all those knowledgeable people gone from here yesterday saying its definitely going to plus one or two or even three pence one or two even five pence
If you believe they put a man on the moon man on the moon
Lovely record
So Sir James, the question nobody seems to want to answer is why do 'institutional' placing share holders at 0.7 want out at 0.662 if re-rate news on financing secure is in the offing as Harry, Rob, telegram group pumpers, Uncle Tom Winni and all would have themselves believe?
Answers on a postcard to Jeff Keating, SP Angel.
Got my top-up done at 0.7p. Didn't think I'd get that price after yesterday's RNS, so content with that. Price is what you pay and value is what you get. I'm inclined to think value is a fair bit higher than this, but WTFDIK...
Haha, back to pre RNS SP!
0.662p to sell… placing shares holding this back
TCM Post TK launch going to get an update on Jibal Qutman which will be a another gold mine for kefi then Hawiah a multi metal deposit which will be eventually bigger than the than the two gold mines combined. There are expansion prospects on all Kefi main projects TK open at depth JQ a string of deposits and Hawiah keeps getting bigger plus new discovery at Al Godeyer that can be added to Hawiah. Looks like you are going to get proved totally wrong about kefi generally and TK and now reduced to arguing over how much kefi will multi bag.
🧞♂️🧞♂️🧞♂️3p
Damn all three wishes gone!
The point being is harry missing out key variables that allied has in its cap that is largely responsible for the valuation. spin merchant extraordinaire.
kefi being touted 3p post financing is pure wishful thinking.
Where am I from Stu? Scotland originally.
But you probably want to know where I live? Rent free in your head, pal.
Lose our beer money for the weekend this afternoon did we? Don't blame me you old fool. Blame Harry.
Maybe that's why Allied have a mcap of over 1billion!? LOL
And KEFI is a fraction of that so not really sure of the point you are trying to make?
Kind of missing the point Allied gold 823 million dollars market cap kefi 42 million Market 20 times kefi. Kefi looking to be the next allied gold next target mining midcap status a couple of hundred million which is perfectly achievable on TK and the Saudi prospects and future planned listing in Sauidi.
https://www.ft.com/content/92950b78-1044-4be5-8c90-853cbedf5d31
If you look at the Amak Market cap a mining company in Saudi which is a pretty good match
https://www.arabnews.com/node/2039116/business-economy https://amak.com.sa/
Not to be sniffed at, RNS is one of the promised updates. Would of been fine with the shift, then I popped over to GGP and they got a 6.3% shunt without any news.
Someone should tell ManU to buy a few(already holding 2) as looks very imminent.
Least he could still get in on the 'Held for the Heck of it Party' Venue probably Skegness or Bridlington' Not sure I have to time to arrange it ATM. Still too busy digging holes in peoples gardens to make ends meet.