Kazera Global Share Price (KZG)

Thanks, Basher. The presentation is pretty convincing - makes me want to buy a few more shares.

Https://www.investormeetcompany.com/meetings/investor-presentation-1055

Couldn’t make the meeting - is there a link anyone could share so I can listen to recording

Key takehome message for me (paraphrased obviously):

1. Aftan will move to either outright sale or sale +royalty structure. Either way, RJ said he want to retrun value to shareholders, "shareholder distribution"

2. In SA following optimisiation at 10,000 tonnes per month expected towards end of Q3 -> company can afford to consider dividends

And personally, I picked up that a raise isn't entirely out of the question at a higher MCap.

Then finally the really exciting bit for anyone like me towards the end o their working life, the mention of a yield-oriented investment proposition, which is an investment strategy that prioritises generating regular, predictable income, such as interest or dividends, over long-term capital growth. It is designed to provide consistent cash flow to the investor, making it particularly popular for retirees or those seeking to supplement their everyday income.

The recording will be there to view soon. But what I gathered was.

1. No plan to work with Arcadia

2. Have done work on Aftan with a view to monetising the asset (i.e. either sale or having a partner as operator and get cash from selling the ore).

3. Only 3 of the 13 obvious sites have been explored so much resource here (maybe district sized).

4. Suitable for dry separation rather than using water (key as water scarce in Namibia).