Member Info for Animal

Thanks. I’m starting to sense that. Jacques is a very busy man by the look of it. Impressive figures for raising funds in the past.

I’ve recently invested here and can’t believe the SP with the portfolio of investments the company holds. What gives?

tarquin - the RNS mentions Namibian investors wrt pipeline finance. Perhaps they're going it alone and keeping it local. Phased as Funky says.

Stand out features for me are:

Keeping the pipeline construction local - keeps costs down and can be funded locally rather than selling ourselves down the river with a Tantalum end user.

Making good on the plan to process artisanal ore.

TVM is shaping up nicely. Light at the end of the tunnel now.

Nice one, Larry.

When Larry said, near term production, he wasn’t wrong. Best move Giles Clarkeever made was getting Larry Johnson as CEO. The man’s work ethic is second to none and it rubs off on people. Larry and his team has achieved all this during a pandemic.

Enough said.

3.24p forecast SP
MCAP 23million
Nice numbers
https://kazeraglobal.com/wp-content/uploads/2020/07/Kazera-Global-Presentation-July-2020-.pdf

Like the fact that there’s a share lock in for Align for 12months. Is that right? That’s how I read it.

It usually goes quiet in the summer. Namibia is locked down still until September. South Africa is in a mess. I expect Align are planning their next move but I don’t see much occurring until the Autumn now.

Good move. The 2yr chart is a picture.

Awaiting:

- JORC phase 2 drilling results with some mention of lithium again this time as the last RNS sets us up for this
- followed by financier for orange river pipeline and mine upgrades plus mine plan to take us beyond the 8yr life previously predicted
- maybe some detail of the trading arm activity ?futures trading
- local artisanal supply plans when ore processing machinery up and running again?

Nice to see some consistent buying.

The section on HMS on the Kazera website has some nuggets not mentioned in the Align article i.e. the $600k monthly gross revenue from HMS:
https://kazeraglobal.com/investments/diamond-and-heavy-mineral-sands-project/

Tarquinius you’ve called it right I reckon. JORC 1 only gave a mine life of 8 years. That’s not long enough for a JV partner to make a decent ROI.

JORC2 is the key to unlocking the deal.

It's in the last RNS:

The Company has also agreed to satisfy £190,000 of creditors through the issue of an aggregate of 55,999,998 ordinary shares in the capital of the Company, of which the Fee Shares will be issued and allotted on Admission with 19,199,998 Fee Shares being issued at the Issue Price and 30,000,000 of the Fee Shares being issued at a price of £0.002 (0.2p) to Align Research Limited, a company of which Richard Jennings is a director and shareholder and to whom the Consideration Shares are being issued. Subsequently, 800,000 ordinary shares will be issued on 1 July 2020 and 5,999,999 ordinary shares on 1 October 2020, all at the Issue Price, in satisfaction of the balance of amounts which will then be owed to creditors.

This is all carefully choreographed. Suspect their holding came from the £600k of stock mentioned in last RNS:

· Kazera to acquire a 90% stake in Deep Blue Minerals (Pty) Limited ("DBM") and a stake in Whale Head Minerals (Pty) Limited ("WHM") (the "Acquisitions")

· Acquisition cost of the stake in DBM is £600,000 funded via the issuance to Richard Jennings of 120,000,000 ordinary shares in the capital of Kazera ("Ordinary Shares" and these Ordinary Shares being the "Consideration Shares") at a price of 0.5p per Consideration Share (the "Issue Price")

It looks like the recent Zak Mir interview on 7th June was facilitated by Align.

We should expect some recommendations now from Align, looking at their portfolio.

http://www.alignresearch.co.uk/about-us/

Who’s tipped them off then? Don’t understand how they could have acquired that much.....more research needed.

MSA core results next then and JORC2, which should herald signature of JV for mine development? But that’s months away I would have thought. There again, who would have thought we’d now be in the diamond and HMS business!

Very upbeat interview. Thanks for finding that. I wonder, based on the stated plan in the interview to use income from diamonds and HMS, whether we will even need a strategic partner at TVM?

Thanks, Poppyseed. That report is indeed detailed. An inhospitable stretch of coast.

I'm unhappy and surprised by this RNS. I am disappointed that my holding has effectively halved with no evidence of near term recovery in the SP.

The only silver lining and ray of hope for near term value is securing a strategic partner for NTI. Secretly I hope there is another RNS very soon, which will reset this SP near fairer value.

Hi Poppyseed, where did you find out about the appointment? I’ve done a quick search and can’t find anything.