Member Info for Andii

Stage one exploration results for kinusi are known and soon to be released including competent persons report.

Kinusi copper processing equipment is already under final construction at HQ and will be delivered on location ready to go this month and should be earning profits in quarter 2. All plant and exploration already paid for under existing agreements and new shares will be issued after the EGM on the 8th of March.

Graphite, copper, lithium and now today manganese revenues all coming online very soon.

Today's manganese mime at full rate 25kt/month would be worth over $12m a year to Marula, more if they elect to increase share holding of mine from 60 to 70%. Also manganese prices are trending higher.

What will the share price do when revenue jumps from 0 to $100m+ by the end of this year?

Dividends are gonna be massive

Https://www.aquis.eu/stock-exchange/announcements/4495283

New manganese mine 60% interest. Worth around $400k/month profit to Marula starting early Q2

AGEOS. Love their posts. Have a read:

https://www.lse.co.uk/profiles/ageos/

Latest interview from last week with Jason Brewer

https://youtu.be/Po8YcqfaN2Q?si=3r4w2JTZzbSytBhy

Separately, here's some nice info on the value of tantalite.

https://www.tancominerals.com/tantalita

40% Ore is worth around $35k/t

Https://youtu.be/op8D65jmuzI?si=QjG-iEv4dcfIxMkG

@ the 19:15 timestamp

(on the 7th February)

"we are weeks away from coming back to the market" (talking about releasing news on the types of titanium minerals)

That's been 3 weeks

Derampers. Wasn't it 64 holes and most returning high grades and ending in mineralisation?

The 14p share options only valid for 6 months. So share price expected to be considerably higher than 14p within 6 months to make them worthwhile?

* Any new lithium mines brought on stream in that S.Africa/Blesberg area would be fed into the Blesberg machinery;

* Graphite - could look to do a quick DSO product to get revenue or they may try and get a higher value product to take advantage of the jumbo flake prices. Balance of quick to production Vs not giving away too much value too quickly

* Zimbabwe & S.Africa really good for copper and lithium projects. Tanzania & Kenya great for critical minerals.

* Nickel - very few nickel sulphide projects around. Tanzania is a possibility.

* Manganese - looking at a project in Kenya

* Aspiration to have cash generating assets in both S.Africa and E.Africa so they can operate each area independently * Important to consolidate Marula’s position and they want to increase their positions in S.Africa & Zimbabwe as they have a very good S.African team.

Snipets from last weeks zoom call,

To summarise:-

* Offtake not yet signed. European company based in Switzerland. Got a meeting on Monday and if no positive outcome will look to take an OT forward with another party. Lots of interest. 2 in particular and 1 is keen to invest to produce a carbonate product. OT’s generally specify a 5% minimum product and the price can be higher for better grades;

* A different project is under review for potential production in Q1;

* Kinusi scheduled to start producing in Q2. They are looking into options for copper cathode in the future to maximise revenues and not let too much value go early on;

* There was 36k tonnes of stockpile at Blesberg last year and that’s increased by around 40%. The Tomra should arrive early March and should not take too much commissioning - operational second half of March hopefully;

* Korridor is really good but they have 3 other lithium projects under review - 1 of which is adjoining Blesberg!!

* Copper OT’s are already in discussion;

* Listings will go in the previously suggested order:-

- NSE approx w/c 11/3 - Fader Investment Bank to confirm when submitted the listing document and NSE to confirm it is acceptable - then good to go;

- JSE quickly after that as the NSE is the gateway into the JSE;

- LSE hopefully in Q1 as well but following the other two and we need to meet the £30m requirement.

* The Tomra takes 5 x the material of Rados and they are looking to use in series together. Tomra first to remove the other minerals and then leave a cleaner spodumene for the Rados to process;

* Newsflow: no need for any concern - Jason has been in 3 days of negotiations but RNS’s are being worked on and May have announcements end of this week and through next week;

* Q is very happy with progress. He is busy finalising his billion dollar fund in the Middle East and US but is keen to accelerate development into alternative metals and minerals;

* Blesberg - assay 1 is due 1st or 2nd week in March ish. Assay 2 poss end of March;

* Dividends are important to Jason as a major shareholder and it is not just a box-ticking exercise for the NSE. They have full intention to pay divis when cash flows allow;

* Deals - in South Africa and Southern Africa - relating to copper and lithium. RNS’s soon!!

* Once production and revenues start, they will be looking to move away from share based acquisition payments to cash based payments;

* Blesberg - down the line we could look to move into battery manufacturing to maximise revenues and Eastern Africa is positioned well to be a battery hub!!

* CPR’s are complete for:-

- Blesberg

- Nkombwa Hill

- Kinusi

Graphite CPR’s are being completed asap. All of the CPR’s are needed for the LSE listing

* $406 AISC - so we are very comfortable at these current lithium prices

* Value of bi-products from Blesberg will exceed the operating costs of the mine 🤑

The full marula story, interview from october

https://youtu.be/oIuGOOyx8Lc?si=jnyIz3iiAr9Xq5Lp

Spotlight on Kenya Marula mining interview:

https://youtu.be/Po8YcqfaN2Q?si=tOCGw3q9x0BRLF17

Https://greatlandgold.com/wp-content/uploads/2022/03/Greatland-Gold-PFS-Oct-21.pdf

2021 PFS https://mobidrive.com/sharelink/p/3rOAlTRnizcTnUp3YCawr22uNYj9JWMQMhbZDT8fPL9d

Here is the dividend stataement again

https://www.aquis.eu/stock-exchange/announcements/4375732

* Any new lithium mines brought on stream in that S.Africa/Blesberg area would be fed into the Blesberg machinery;

* Graphite - could look to do a quick DSO product to get revenue or they may try and get a higher value product to take advantage of the jumbo flake prices. Balance of quick to production Vs not giving away too much value too quickly

* Zimbabwe & S.Africa really good for copper and lithium projects. Tanzania & Kenya great for critical minerals.

* Nickel - very few nickel sulphide projects around. Tanzania is a possibility.

* Manganese - looking at a project in Kenya

* Aspiration to have cash generating assets in both S.Africa and E.Africa so they can operate each area independently * Important to consolidate Marula’s position and they want to increase their positions in S.Africa & Zimbabwe as they have a very good S.African team.

Overall a fantastic call with Jason. Hugely informative and nearly an hour and a half spent answering question after question!! And that was between 10pm and 11:30pm!! So a massive thank you to Jason and keep doing what you are doing please 👏🙌

That’s all folks…….🎯

***Credit to Steve on telegram***

I took some notes from the call - I’m definitely not going to say they are perfect, but will do my best to summarise:-

* Offtake not yet signed. European company based in Switzerland. Got a meeting on Monday and if no positive outcome will look to take an OT forward with another party. Lots of interest. 2 in particular and 1 is keen to invest to produce a carbonate product. OT’s generally specify a 5% minimum product and the price can be higher for better grades;

* A different project is under review for potential production in Q1;

* Kinusi scheduled to start producing in Q2. They are looking into options for copper cathode in the future to maximise revenues and not let too much value go early on;

* There was 36k tonnes of stockpile at Blesberg last year and that’s increased by around 40%. The Tomra should arrive early March and should not take too much commissioning - operational second half of March hopefully;

* Korridor is really good but they have 3 other lithium projects under review - 1 of which is adjoining Blesberg!!

* Copper OT’s are already in discussion;

* Listings will go in the previously suggested order:-

- NSE approx w/c 11/3 - Fader Investment Bank to confirm when submitted the listing document and NSE to confirm it is acceptable - then good to go;

- JSE quickly after that as the NSE is the gateway into the JSE;

- LSE hopefully in Q1 as well but following the other two and we need to meet the £30m requirement.

* The Tomra takes 5 x the material of Rados and they are looking to use in series together. Tomra first to remove the other minerals and then leave a cleaner spodumene for the Rados to process;

* Newsflow: no need for any concern - Jason has been in 3 days of negotiations but RNS’s are being worked on and May have announcements end of this week and through next week;

* Q is very happy with progress. He is busy finalising his billion dollar fund in the Middle East and US but is keen to accelerate development into alternative metals and minerals;

* Blesberg - assay 1 is due 1st or 2nd week in March ish. Assay 2 poss end of March;

* Dividends are important to Jason as a major shareholder and it is not just a box-ticking exercise for the NSE. They have full intention to pay divis when cash flows allow;

* Deals - in South Africa and Southern Africa - relating to copper and lithium. RNS’s soon!!

* Once production and revenues start, they will be looking to move away from share based acquisition payments to cash based payments;

* Blesberg - down the line we could look to move into battery manufacturing to maximise revenues and Eastern Africa is positioned well to be a battery hub!!

* CPR’s are complete for:-

- Blesberg

- Nkombwa Hill

- Kinusi

Graphite CPR’s are being completed asap. All of the CPR’s are needed for the LSE listing

* $406 AISC - so we are very comfortable at these current lithium prices

* Value of bi-products from Blesberg will exceed the

From 14 minutes Q talks about Marula specifically

https://twitter.com/ZaksTradersCafe/status/1715284474064216406?t=TbFCqhtjO4vrbv6y90fTsw&s=19

Q founder talks to stalkbox about Marula in November

https://youtu.be/nd4EeLh08mM?si=_iGDoZsCpNVBmEcV

Jason Brewer CEO discusses missed deadlines and upcoming news 14th February

https://youtu.be/AQZCprmVBB8?si=nhf2as5ZbQ4kN7S4

3.75p is not a placing. It was the price agreed at the start of 2023 to bring in Q global as a strategic partner who have fast tracked all aspects of the business by potentially years.

Q Global want to end up with as large a % of marula as possible, therefore none of the 100m shares they will be granted mid march will be sold into the market. No forward selling, no overhang etc like what happens in a traditional raise.

As q will not be selling any of their 100m shares, and as there are three dual listing events scheduled, it is clear that over the next 30 days the majority of share demand will be from new buyers putting upward pressure on the already small free float.

Https://www.aquis.eu/companies/MARU

Video from CRO on telegram

https://youtu.be/AQZCprmVBB8?si=lAZ9v6Bo5DzoCKZ_

Silencing the noise.

I value the contributions from posters such as Peter E and Kev W, there is also one of the Daves who the Hive group invited to be an admin on their board due to his impartial posts last week