Member Info for Bonkers0801

@Catbert

The us debt has already passed 39 trillion , and it only took 5 months to reach that from 38 trillion.

Its more like 2.5 trillion per annum

We say trillion like its just another word , for context if I was to pay back £1 every second. Every hour 24 hours a day 365 days a year it would take 31,720 YEARS.

39 trillion well thats over 1.2m YEARS.

Turning onto a big problem

@ronvee

Its weird that I'm the one banging the drum , but the markets are a bloodbath today and many think this is all to do with the last 20m. (Seriously look at the market in general)

Everyone here knows that mithril has put a offer to the board , chancery have also said they will add more , harry could also raise

The 20m on my eyes is a done deal

Questioning the last 20m , meaning the rest of the deal doesn't get done is a real scratch your head comment as far as im concerned.

@Waynesmith

Im not a harry fan , everyone knows that , but.......

You cant blame harry for today's drop, in my opinion this is market/sector/political related

Nothing to do with the last 20m

You really think that 20m will cause drops seen this week when they have already secured 300m quids worth?

@MF2017

Do you genuinely believe kefi will he paying divis and be debt free in year 2?

Personally im not convinced. And see it as a sales tactic.

I actually think providing kefi become a producer , with aspirations to take on other projects they would be better keeping that cash and reinvesting it into the conpany for growth

Profitjock

Do you think the forum cant see past your obvious ramps and that your a day trader.

Less then a mins worth of your posting history confirms this.

1.65 at end of day hahahaha

18 mins left

Wonder if its in anticipation on rate cut descion in the states today

U.S. national debt also passed 39 trillion last night

Wars cost a lot of money

United States in a right mess

My opinion of course

The general feeling is kefi wont be anywhere near 5p on sign off????

Funny that. I was targeted for having that same opinion , now rampers have run out of excuses its now fair price with a possible takeover price more aligned and balanced

Didn't some say 15p-30p plus pmsl

Long term holders will benifit i believe.

Traders are starting to realise that its likley time to move on

Open pit miners most exposed by pil prices

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.mining.com/open-pit-gold-miners-most-exposed-to-high-oil-prices-jefferies/&ved=2ahUKEwiN0bGG9KeTAxXvW0EAHUYiDVQQ0PADKAB6BAgYEAE&usg=AOvVaw0FHOHp1gV_YTy1bfK9Cu5T

Gold miners to be hit by higher oul price

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.theglobeandmail.com/investing/markets/commodities/HGH26/pressreleases/775602/gold-miners-to-get-hit-by-higher-oil-prices/&ved=2ahUKEwiN0bGG9KeTAxXvW0EAHUYiDVQQ0PADKAB6BAgWEAE&usg=AOvVaw2FLYLwmPStr1sLSgm7Cfxw

Rising oil prices directly increase operating costs for gold miners, particularly for open-pit operations, as energy accounts for roughly 12% of their cost structure. A 10% increase in oil prices can raise all-in sustaining costs by about

per ounce. While high oil can cause inflationary pressure that benefits gold's price, it simultaneously squeezes mining profit margins.

Investing.com

Investing.com

+1

Key Impacts of Oil on Gold Miners:

Operating Costs: Diesel-heavy operations (mining trucks, equipment) face higher expenses. A

per barrel oil price could raise gold mining costs by approximately 9%.

Inflationary Pressure: Elevated energy prices increase the cost of consumables like tires, explosives, and steel, creating "second-order" cost inflation.

Margin Pressure: If oil prices rise faster than gold prices, profit margins tighten, negatively affecting mining stock performance.

Asset Sensitivity: Open-pit mines, which require significant earth-moving equipment, are more vulnerable to oil price spikes than underground mines.

Investing.com

Investing.com

+3

While sustained high oil prices threaten to curb the profitability of gold miners, the inflationary fear driven by higher oil often acts as a catalyst for investors to buy gold as a safe-haven asset, which can increase the yellow metal's price. However, in the immediate term, if oil drives up costs sharply, it is generally considered bearish for mining equity stocks

@stringer01

Im pretty sure the chancery deal took a good couple of months to sort.

They started speaking early December 2025 and got the deal over the line mid febuary

If mithril put a offer in late on , you would expect there's more too do , company only just set up. (Website wasn't even fully established).

Harry mentioned mid feb 2 other royalties migjt come on board , similar time frame takes it to mid April earliest.

Who knows, but traders waiting on this news will prob have to wait a while longer yet

My opinion and all that

Hi @stringer01

Personally I think a lot of the share price movement is to do with iran , a lot of the sector compared to a couple of weeks ago is down.

All linked to oil in my opinion

Placing..... , I would never put it past Harry to do another, but my gut says hes just going through the procedure with a royalty company such as mithrils

Who knows , harry took years and years to get this far , why some here presume this last bit will be done in a timely manner is beyond me , harry will say what needs to be said. He always has

@Tayaramecanici

Mithril royalties are aiming to supply the other 20m on a royalty deal.

My understanding is that as a company they plan to list on AIM in H2 (ie after july)

Im not sure if this is a procedural hold up , could they lend the money before being admitted on AIM and doing the neccesary fundraise, in all honesty I dont know

But might be a simple explanation why kefi say they are moving forward with the works but haven't completed the last 20m.

The work gone in to get 300m plus , the last 20m gets done one way or another, no doubt in my mind

The timeline was written by mithril himself ,

Sort out "he" grammar. (Nice one)

Dohhhhhh

This trade is turning out to be a longer hold then expected for you DVH

Are you a little concerned that the final 20m may bot produce the 5p plus you were hoping for.

Seems you will sell shortly or end up being here as a actual long term holder

also seems your on the fence , harry taking to long with the last 20m but you expect it to come good , but share price will go down in the meantime but you expect harry to pull it off even though his previous timelines have always been late you cant understand why its taking so long

Desperate pesky trader

Wow a kefi gold post thats pretty balanced , not even saying i agree with it all either.

But his post shows the upsidein tula kapi, but also shows my similar opinion that time is needed.

No tick tock , no ramp. And a post which shows traders will need to remain long here

Blimey I think I will even recommend that @KEFIGOLD

The share consolidation was 20/1 , not 10/1

Newmont never took over ggp either , they were just majority owners of the haveiron project.

Newmont then sold that ownership to ggp along with telfer.

With regards to your general feeling towards a takeover , I agree , it won't be positive like some think

I was involved in the bacanora lithium sale , that was after the c.e.o , the snake Peter secker said there was no plans to sell when concerns were raised , anyway fast forward bacanora was sold at a ridiculous price.

the c.e.o in general and I very much include the much loved Harry think of themselves first , then the big players and then the dog and then if they need someone to carry their bags on the way out might think of shareholders to help out

Always the way im afraid

A takeover in my opinion wouldnt get a price above 3p at the absolute best. Of 3p we're offered shareholders would of done incredibly well despite what tk is worth.

hey @hubstar

everyone is wondering , where did you hear the rumour newmont and kefi met up last week.

of course everyone knows its a load of old *******s , but you seem to have completley ignored posters who are intrigued by your comment , and offered no explanation.

pesky ramper

@Crisu

I think konso was just a sweetener for shareholders who had to endure yet another placing a day or 2 before announcement.

Konso was a licence sat dormant for a long long time , kefi applied for it and naturally got it. Standard procedure.

Sure the licence warrants further exploration , and kefi have a good track record in that department.

Bit let's not get ahead of ourselves, when this licence was announced many were putting the value of konso at multiple millions. It was laughable

Kefi own actions only confirm up until this point it hasn't been anywhere near the top of the priority list, they have done nothing with it since 2024. Now 2026

Of course tula kapi has rightly been top of that list while diluting shareholders raising 10s of millions that has all disappeared.

Konso as it stands is nothing more then a licence that warrants further exploration , that takes time and money.

My opinion of course

@Crisu

This poster has never changed , was here over a year ago , sold up and now has brought back in

The claims become more and more ridiculous, and its no surprise to me this nutter who used to have 3 accounts(proven) is starting to be going out.

Last couple of weeks the preferred status is being used more and more , a term used well over a year ago, that prefered status done nothing as delays after delay continued and only one licence (konso ) has been grabbed and naff all done to it

Clues and hints are back, a rns will be released but hubstar will always imply harry is giving off hints and clues , mental behaviour

Of course the big players are all looking at kefi, this only comes from hubstar , now its sexret meetings with newmont , this is the same newmont that let haveiron go as it wasn't big enough for them. But of course tula kapi fits the bill lol

Then we have live satellite images , hubstar sees what no other can. When called out on it he ignores and goes on another ramp

Ill also guarentee like a few of my other recent posts regarding the infamous hubstar this will be deleted , something else to add to his 250 page dossier on me

The guy is a complete and utter loon. Just like the idiots that will respond to this defending him and turning it on me

PESKY MENTAL TRADERS

Dvh how do you come to the conclusion that the banks seem relaxed.

Its a complete nonsense comment

Have you spoke to them?

Have they spoken in public?

Have they suggested they have ever not been relaxed?

If they were or not they wouldnt publicly say so.

The banks signed off , end off , the money is there im sure providing the full finance package is put together , I have absolutely no doubt in my mind that happens , even if harry got desperate and had to go to shareholders for it.