Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Will align heavily involved put investors off here?
Why would having Align as a shareholder put investors off? Given the potential this company now has (I wouldn’t have said that 3 months ago) Align seem to have made a wise investment, although of course not yet proven through the share price movement. We should be on eve of something big, but need that $400,000 to be received by the end of the week. Be nice if that coincided with the grant of the HMS licence now the appeal has gone away. All IMO and DYOR
Hey steven49, seeing the (lack of) market reaction to the really great developments at KZG recently, especially an utter lack of market response on confirmation of the second tranche of $400k I am intrigued by your question about Align's involvement putting investors off. As I can't fathom why now, with new management and much better prospects, things aren't picking up in terms of SP or volume.
Can you (or anyone here) explain for relative newcomers to KZG like me why you would ask this question about Align putting people off? Thanks in advance.
@infinite
KZG had the same BOD as IRONVELD until very recently.
Check out all the chat on IRONVELD and the Align Research posts about IRONVELD on their blog site.
http://www.alignresearch.co.uk/blog/
It’s been a s**t show..
The thing is with shares like this, the screw ups and non-events have gone on so long the market starts to look to the old 'proof of the pudding' theory ie until they do something concrete and very good they will not be taken seriously. To my mind something like the serious sale of Ta might do it, but even the finance didnt do much because it is just more cash to burn as far as the market are concerned. And one thing I have learned from AIM junior miners is no matter how much people bang on about resources or NAV, until you ship or get an offtake agreement nobody much listens.
Cheers TheBasher, I think I get the idea now. I suppose the one thing that should at least console the market is that the current CEO seems to have somewhat more integrity and drive to progress things. Oh well, time will tell, fingers crossed.
From my understanding and again this is just my view, align not have greatest reputation among many smaller investors, many of his investments not great success rate, mayb his got it right on this stock, all will be revealed in next 10 months.
A good question: is Align's involvement 'putting people off'?
Possibly, but there are other factors.
The shares are rather illiquid because of the large shareholdings by long term investors like Align, and others with smaller stakes like myself. This is not an obvious a trader's share.
There have also been serious issues in the past about Kazera over-promising and under-delivering.
But perhaps more important, the sector and markets are plagued with uncertainty about the world in general.
As for Align, their 'about us' website page states their ethical approach. They have an experienced team, and of course promote their own interests like the rest of us. I think that Align's interests are presently aligned with mine, but that is my opinion.
The spat with IRON was in line with their ethical approach, but maybe perceived as 'not cricket' by others less in tune with historical trends.
As for Kazera, Align have been and still are hugely supportive of Kazera, and with good reason. It is my view that the company should be worth many times more than it is now, certainly more than Align's target of 5.3p.
The AIM market is being flooded with money into the most speculative ventures in the search for scarce minerals. Who would have thought that another AIM company, whose major claim to fame is a lithium discovery in Mali (Mali, for goodness sake) is worth 5X more than Kazara.
By contrast Kazera has built a superb portfolio of mining interests in solid jurisdictions. Not just lithium and tantalum, but diamonds, heavy sands and REE. It has off-take agreements and is already shipping product.
Kazera has a new and bold management team in place. It is productive and becoming a profitable company with great assets and sound expansion plans. A company like this is not going to stand still.
This of course is my own opinion, I am an investor in Kazera, so obviouly I am optimistic about its future. But don't take my word for it!
Reading the last few RNS updates would suggest an mcap of just £8M undervalues the company. Future prospects look very good even in testing market conditions...
Just watch the Chinese Lithium prices, that will tell anyone how keen the recent investors here are! It's just a matter of time to get that online and reap the rewards and that's just one arm of Kazera. It's a far better investment case here these days.
An update on the diamond pan plant element would go down nicely in the short term i feel, they should have a good idea of how that's running by now!
GLA
Trouble is the Chinese like to control resources not just buy them so many small cheap resources become a takeover target and it takes a very good and non-corrupt BoD to get the right deal....
Good start with a 51/49 JV. He understands control
Im still smarting from what happened in BCN - Ok a much much larger Li resource than this, but the Chinese had just enough of a holding to instigate a takeover bid, but the board mysteriously took their first and low ball offer (despite howlings and direct actions by dozens of other shareholders) so the moral of THAT story was there was something very fishy about why the BoD were so keen to push such a rubbish deal forward - possible collusion ????