Member Info for Caterham7

KEFI is a cash machine with gold above $2500!

I would much rather see a very gradual orderly increase in SP over next 1-2 years, rather than volatile spikiness which attracts day-trading riff-raff and green boxes!

Up 9 %

I’ve been invested in KEFI since the early years. Harry has endured many years of kickings from both impatient investors, and investors lacking mining experience in frontier countries. What Harry and his team have successfully achieved here is quite remarkable, and they are going to make me a massive amount of money, just as I ease myself into very early retirement. I’m sitting on 28Mln shares at average of approx 0.62p, and have zero need to sell any shares for a good few years. Congratulations to all LTH.

Hopefully 2p+ by end February.

L2 looking OK - will move up soon

The speculation was so much more attractive than the outcome!

I suspect the final definitive signing of documents, will be done to big fanfare at the ceremony, and will be RNSd after the event.

According to Gemini AI....

As of February 2026 - Ownership Breakdown:

Institutional Investors ~77.8% Hargreaves Lansdown AM (~21.5%) and Aberdeen Group (~18.3%) are the largest stakeholders.

General Public (Retail) ~18.3% Significant retail interest due to recent equity placings and retail offers on AIM.

Individual Insiders (Management) ~2.13% Primarily held by CEO Harry Anagnostaras-Adams (~1.2%) and Finance Director John Leach (~0.86%).

Private/Public Companies ~1.7% Includes various strategic entities and small corporate holdings.

DD1 - all depends on % of shares held by institutional investors. Private investors will want 5p+ for a takeover, and institutional investors typically are very happy to double their money!

L2 looking very healthy

According to Gemini AI, regards Chinese synthetic gold…

There is a bit of a mix-up in the news lately between real metallurgical breakthroughs and online scams. Whether "China's synthetic gold" is real depends entirely on which version you are looking at.

Here is the breakdown of what is actually happening:

1. The "Hard Pure Gold" (Real & Certified)

If you are hearing about a new type of "synthetic" or high-tech gold from legitimate Chinese jewelers like Chow Tai Fook, it is 100% real gold.

What it is: Technically called Hard Pure Gold (or 3D/5G Hard Gold).

The Science: It isn't "synthetic" in the sense of being fake; it’s 24K gold (99.9% purity) that has been treated at the nano-level. Scientists have rearranged its crystal structure to make it as hard as 18K gold while keeping it pure.

Why it exists: Traditional 24K gold is very soft and bends easily. This technology allows for intricate, durable jewelry that doesn't lose its shape, which is why it's trending.

2. The "Copper to Gold" Lab Experiment (Scientific Proof of Concept)

In 2018, Chinese researchers at the Dalian Institute of Chemical Physics made headlines for turning copper into a material that behaves like gold.

Is it gold? No. It is still copper.

The catch: They used a plasma blast to change the copper's electrons so it would act as a catalyst (for industrial uses like making medicine or fuel). It looks and acts like gold in a lab setting, but it is not the element Au and has no value as a precious metal.

3. The "Synthetic Gold" Social Media Scams (Fake)

If you see ads for "synthetic gold" bars at suspiciously low prices (e.g., 10% of the market rate), it is a scam.

What it is: Usually gold-plated tungsten or copper-zinc alloys (brass).

The "China" Connection: Because China is a massive manufacturing hub, many high-quality counterfeits originate there. These pieces often pass a basic weight test because tungsten has almost the same density as gold, but they fail professional acid or XRF tests.

This is a good video simply summarising yesterday’s metal wash out https://www.youtube.com/watch?v=TWETLYbdvgQ

I still fully expect new floor in gold price to stabilise around $4500 +|-. Remember that KEFI’s latest NPV models, have base case gold price at $3000, and upside case at $5000. At $3000, TK is a huge money printing machine. What are chances of gold price sinking as low as $3000 - I would say less than 5% chance whilst Trump is in office.

So don’t get distracted by daily metals movements, and turn off all those Peter Schiff et al, YouTube talking heads, and just stay calm and invested as long as gold stays above $3000 +/-

The gold price correction was brutal, but has played out (more or less). The only people selling gold mining stocks on Monday will be inexperienced investors and idiots.

KEFI SP action today is textbook median of AIM gold miners, all retracing with gold sell-off. Expecting gold to find $4700-4800 floor next week, then couple weeks of stabilising, then back to gradual climb.

Yesterday, when I posted “ I’m expecting gold blow-off top in Q1, then retrace to $4300-4500, which will be new price floor going forward.” I wasn't expecting it to happen quite so quickly! Still sticking with that prediction, especially if Trump doesn’t bomb Iran. KEFI’s time will come eventually.

Peter Schiff, Rick Rule, and all the other perma gold-bugs have been preaching the same thing for the 30+ years I’ve been investing in gold and resource stocks (I’m a Geologist and only invest in what I understand) - they were bound to be right eventually! If you go back to their very earliest YouTube videos (2007/8?), they were preaching same thesis. Glad they are right at the moment. All good fun.

I’m expecting gold blow-off top in Q1, then retrace to $4300-4500, which will be new price floor going forward. So, in my retrace thesis, and ignoring SA assets, KEFI SP is an easy base case 15-20p in two years time. Sitting on 28Mln shares at 0.61 average and no plans for any top-slicing till approx 7p. GLA and enjoy the ride.

L2 very skewed to the upside

I’m selfishly hoping the SP stays sub-2p till April 6th. Two more £20k top-ups in ISAs. Suspect I will be disappointed!