Member Info for Animal

My call to Camarco did the trick. It is as we suspected, someone getting their tonnes and Kg mixed up!

I think that’s a typo. Previously without Orange river pipeline, the company quoted 30tonnes per quarter.

I suspect someone at Kazera has mixed up Kg and tonnes.

I think you’re right Steven. Reassuringly, LJ left a world class team in charge at TVM and DJ mining know the ground well.
Increased knowledge of mineralisation - tick. Roads all repaired - tick. Equipment upgraded - likely tick as I found evidence online of crushing equipment supplied to TVM. Off take in place - tick. Water….umm…always been the limiting factor to multiple shifts at the mine. Matter of time now.

I have been in regular contact with Larry over the past 5 years. In that time he has always remained appropriately tight-lipped about company information but dedicated to realising his vision. He really did have our best interests at heart despite what some have said on here.

Larry is a very honourable man, a pastor from farming stock who spent time in the US Army as an airborne gunner. He’s seen his fair share of the world and will have his reasons for retiring.

I will certainly pass on our collective thanks.

With all the speculation about a possible raise recently, this paragraph stood out for me:
Our own discussions with management have made it clear that given the material newsflow this last several weeks that they believe that the development of Tantalite Valley Mine can be funded from internally generated sources. As largest shareholders we welcome this and can also confirm that some of the speculation of a placing in certain quarters is completely wide of the mark. We point investors to comments from management in the last few RNS’.

Couldn’t agree more, Mr Cautious. This ‘America First’ narrative means the USA are asleep at the wheel when it comes to critical rare metals. Their loss, China’s gain.

Am I right in thinking we hold 1.5% of Cerrado?
https://www.mineralandfinancial.com/wp-content/uploads/2021/04/MFI-Investor-Presentation-April21-JL-2021.pdf

Great results. Only 1.3 years to break even on the mine. 8 year mine life with plenty more potential.

https://www.google.co.uk/amp/s/www.barrons.com/amp/articles/cerrado-gold-reports-after-tax-npv5-of-us-617-million-with-irr-of-94-8-in-its-updated-preliminary-economic-assessment-at-its-monte-do-carmo-gold-project-in-brazil-01629753007

15-year mine life, up from 9. Nice.

https://kazeraglobal.com/investor-relations/reports-presentations/

AGM 3rd June

Did anyone else get an email this morning from interactive investor inviting them to vote at the Kazera AGM by month end? But no RNS? Reportedly AGM on 6th June.

Lots of small trades today. MM codes? LOL

From memory, i think there’s a connection with: https://www.hcstarck.com/en/

Given Align are currently the largest investor, I don’t think they’d do anything so rash as to break the rules regarding information that should be in the public domain being published without an RNS.

Tucson, thanks buddy. Will do.

You and I both know this is easily a £100million company in the next 3-5 years, Funky. The pandemic continues to highlight the fragility of the supply chain for strategically important minerals. I can absolutely see Larry’s trading arm getting involved in futures trading for multiple minerals.

I just need to find a decent copper play now and my portfolio will consist almost entirely of companies that are in the business of supporting the global move to the internet of things.

Drip, drip, drip. Hate to be a pessimist for a second but at this rate, the re-rate on news will only take us back to 2.5p!

I do hope our money doesn’t depend on success in the other strategic package of investment. I don’t like too many moving parts.

Don’t mean to put a dampener on things but I’m finding the final wait unbearable.

The RNS will do much more than confirm funds received and I’m expecting fireworks, not 10%. Align have been busy too, so fully expect a comprehensive update from them at the same time.

Morning, campers. It's 18 degrees, dry and sunny in Tantalite valley with zero % chance of rain. The outlook for the week is dry and sunny with overnight lows of 15 degrees and daytime highs in the mid 30s. It's cooling down nicely as we head into autumn. Perfect weather for building a pipeline and waking up a mine lol!