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Good read and I note HeBei/Arcadia/Swanson Project progress in particular. The Arcadia permit area surrounds KZG Aftan mine:
https://theoakbloke.substack.com/p/kzg-kazera
Not seen where he wants back in
They can have my shares for 1,5p if they want.
You can’t be hooring the share for 12-16 months then sell up at a fraction of the price he believes it should be. Deciding he wants away from it all, then tweets saying he wants back in. Completely lost all credibility our Mr Jennings.
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Defo a dig at me in there lol. Couldn’t give a fuk. Been a shareholder much longer than him and have a right to be annoyed.
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If nothing in the meantime, results statement should help with a catch up on some of the other matters.
Rd Aftan, bearing in mind CEO's talk of a number of alternatives in his last interview, I'm thinking any solution is probably not just a black/white, either/or thing.
As a shareholder I would like to know if the Chinese have sold any Lithium or Tantalum activating the royalty payment. Also have Kazera sold any diamonds. GLA.
We should know in next 3 weeks whether the Chinese have paid the full amount due re the mine. If not, the choice is take it back and retain the money received so far or extend the deadline. If they go the latter (which I’m guessing they will) surely that needs to be ion the basis of a further material cash payment received. Will be interesting to see how the directors deal with this.
Well that's one firmly in the bag despite being against the odds in some camps. What's next?
All well here and looking forward to a transformational 2024 lol!!
I wouldn’t disagree with much of what you say funky, particularly concerning the LJ and GC period, happily I’m a late boarder, mainly since the new potential and DE/RJ first arrived in 2020.
On DE, I think he’s a good guy but has had a bit of a job, re-shaping/selling things from the past and finally getting the HMS licence over the line after covid delays and seeing off an appeal.
That said, it’s over a year since then and a fair chunk of the receipts from Aftan have been invested into the SA operations so, for sure, despite the additional unwelcome delay of getting a NNR permit sorted, the coming period is a crucial one for him to start delivering operationally.
I’d only say, money speaks louder than words.
DE took a wedge of stock at .8p not too long ago, bought in the market, not via some discounted raise, as has been the norm here until 2022.
No debt now and, since the last of them expired on 31 October, no longer millions of dilutive warrants outstanding. The only way in now is via the market. Notwithstanding the payments still outstanding, the cash from Aftan has led to a meaningful shift in financial security and considerable investment into SA ops.
Assuming the AMS deal duly completes @ 1.5p (and RJ has more than suggested recently that it’s watertight and that it will), what can AMS’s motives possibly be except to make money?
Following on from that, if indeed RJ wants to buy back in as soon as his deal with AMS completes that’s surely more than a small signal too! As I say, the only way is via the market which could be interesting!
I’m sure results to 30 Jun will be seen shortly now, hopefully pre-Xmas but by 31 Dec, as required, and hopefully thereafter, operational progress will be considerably more tangible, along with seeing the beginnings of whatever AMS must have in mind.
In short, I don't see any sign of disaster but I do see high time for some fruit.
Says something when there are more posts on this board that trades in the stock 😂
Says something when there are more posts on this board than share trades 😂
At last, something interesting 🤨…
honestly just got to laugh at their credibility. dennis hitting us with transformation year since he has come on board, even before that we had bull****ter larry johnston who also hit us with transformational years etc. then before that we had another bull****ter in gilles clarke with his 1st lithium miner and won’t b raising funds etc etc.
this company is a disaster, run by people who can’t and won’t give figures etc.
that sp is a downwards ski slope. but good news for all is align research and richard jennings who bailed now is wanting back in based on his twitter page. honestly couldn’t make it up.
the amount of deception in this share by key stakeholders is incredible.
wish to fuk i had never got involved but i am here, it’s always been gold or bust.
can’t wait for 2024 to be another transformational year……
rant over.
hope all is well with everyone.
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Let’s see if AMS happens - can say I would be happy or willing to buy a share of a company at a 200% premium to todays price.
This company taken stake in kzg at premium 4 kzg investment company too invest in some of there investments in Africa, will here soon im sure once transaction finalised, align done well get out at that price. Not be trusted. Could still come good.
Don't have be invested too message, followed and been invested long time ago, don't get emotionally involved in company lol
Steven, your postings are pointless, we can all see what is happening. Are you invested here or just a troll,
I have to say the ridiculous delay in the "so called promised events" have resulted in the deterioration of the share price. Along with the Jennings exit (who has dealt quite well for himself as usual!) has resulted in an utter debacle for shareholders. I have never been so disappointed with the "promised land" in my 30 year City career. They are a disgrace to the AIM market!
The results are not overdue. I'm sure we'll see them before 31 Dec, as has been the norm and as is the requirement. Not an all time low SP or an unprofessional team either but hey....don't let facts get in the way of a good moan.
All time low share price and rightly so, nothing on time, no accounts, smoke mirrors, unprofessional team.
Understandable harvd. I think you'll find it will be!
The looming completion of the Align deal @ 1.5p should turn some heads and the publication of the results statement before the year end should not only add confidence after last year's suspension debacle but also add commentary across the piece. Publication would also end the somewhat restricted "Close Period" so I'd expect a greater openness and PR as we enter 2024 which is set to be a crucial 3-6 months on the operational front and also with AMS firmly on board.
If they could also find some sort of resolution to the Aftan situation, it would remove a major uncertainty, paradoxically affecting market confidence despite them having already received US$4-5m in cash and now having the right to cancel the deal and reclaim the operation in full. CEO has previously indicated in interview that they're looking at "other alternatives".
In fact, I think the whole of that last interview might be worth a re-listen because he also covers AMS's motives and how Deep Blue had taken a back seat to their other priorities shaping up HMS and more than a suggestion that they are harmonising the operations of the two companies. The latest purchase of the pulsating jig suggests the foundations are now in place to resume a Deep Blue focus while they await NNR approval for HMS:
https://youtu.be/cRwLj1kaggI
Many thanks for your detailed comments Poppyseed,the information and views are appreciated. The company certainly appears to be making positive strides towards production and I hope that in the new year it becomes a reality. I remain optimistic but my glass that has been half full for many years has now drained away to only being a quarter full, let's hope it's topped back up shortly!