Member Info for CaptainThorpe

FK, I have noticed those patterns too, which is why the activity today really caught my eye. Appears like it was the same person/people at it again. Nite all.

...aaaaaaand the big sells are back. There's been no negative news to prompt this, as far as I can see.

I like how Ben framed next year's warrants in a positive light. The company's finances are looking very healthy now. I think for us long-term holders, we just need to sit back and trust in the process. I know that's easier said than done!

I would have thought making a discovery at B1 would be a great way to attract wider interest in Kavango. It has to be a priority imo.

@tk95 - that was my first thought too when I heard him say that! If it's POW then... well, that's for another conversation. Let's wait and see. Ben might surprise us with a great partner to move this forward. I'm also half expecting we hear about Molopo again now we have these additional funds, but I hope not.

D220, this leads me to wonder: will the market consider the KSZ news to be just another carrot? Have KAV now proven something, or is it another theory?

Agree Legalwolf about the KCB. Strange. And I expect Kavango to treat the 16000 target as a priority. After all, if this is to be the year of discovery, why not prioritise it?

Up 17% today... hmmm, does someone know something I don't?

Topped up today, I think this is a great price for the risk/reward potential of the KSZ.

Are insiders buying the dips?

Thanks KeithOz.

"While successful exploration on the KSZ offers potential for a historic achievement, the KCB in Kavango's view offers potential to make an earlier discovery." So... KCB drilling before returning to the B1 target? I thought B1 was highly likely to be a discovery. Is it on the back burner for now?

I can't understand why we don't have assays and petrology reports back yet. If Ditau results take a similar amount of time, we're in for a very long wait indeed. Can't blame people for moving their money elsewhere in the meantime. I do think the price will recover when drilling starts in the KSZ again, whenever that will be. Patience definitely required.

Hopefully that's the dealmaking with PJ put to bed, and we can now concentrate solely on Kavango and its shareholders. Come on team, make the most of what we have. The board either believes in what it already has, or it doesn't. Laser focus will attract investors back into the fold.

Perhaps there is some internal debate on the direction of the company? I would hope so, if the due diligence is to be objective and thorough.

The price rose as high as it did after a huge building of expectations of a discovery in the KSZ. This price collapse indicates that most investors are (or, were) here for the KSZ. At this rate, they won't be drilling through that 16000 Siemens target until Autumn, and that's a long time for people to have their money tied up. Can't see news of Molopo farms turning the price around, especially with the added dilution. Focus please Ben. A couple of posters have used the term 'empire building', and I agree it looks that way... and that's not what I'm here for. Would love to hear from Mike Moles.

Would add more too, if I had the funds. I don't think that podcast did KAV any favours and not surprised to see a further drop today. The only positive for me was finally hearing from Brett Grist. More focus on the KSZ please, less focus on deals with POW.

Sounds like we are back to "proof of concept."

I suspect it's just people not wanting to keep their money tied up for too long, and I don't blame them if they want to pursue other opportunities. I'm not worried. Buyers will return when the drill starts spinning again, especially at the B1 target, which will be later in the year (at this rate). I don't see how anything has fundamentally changed - they just need to sharpen up on the interpretation of data, and get another drill (which has Ben said is being worked on by Brett Grist). If anyone reading this feels stressed by the up and down nature of the price, have a think about why you are invested here and don't get over-exposed to any stock unless you are prepared to gamble.

I'm surprised there's been no fanfare over Brett Grist starting his role as COO, if there had been disappointing news they wanted to take the edge off they could have announced both at the same time. Something is brewing. I like to think they're busy collating data and working on a new strategy to announce to the market. Let's see.