Member Info for Crisu

@Buythose

Well the only positive point is, Ethiopia could be the attacker and not the attacked one in this dispute.

If the Kefi mine would be in Eritrea it would be a different story.

Therefore i am not so much concerned that a country with 4 million population could invade a country of 135 million people and march 1000 km inland to confiscate the Kefi mine.

And expecting a higher gold price this year the valuation of all gold companies should go up too

And expecting a higher gold price this year the valuation of all gold companies should go up too

@Buythose

You mad an very interesting post about montage gold:

1. Will be nearly double size of Kefi

2. Kefi has higher grade gold.

3. Lycopodium building both mines

4. Montage gold stock market value 5.5 billion CAD

5. First Gold from Montage gold end of 2026.

6. CAPEX ~700 million USD.

All in all KEFI is around half the size of Montage gold and as a result half of stock value or not?

If compare Montage Gold with Kefi it would mean a value of around 2 billion

:At that stage it will be interesting to see how long it will take for IIs to start taking positions. I wonder if we will see our first TR-1s in March!"

What you mean with this, Stebo?

Ah ok, i remember now.

I think in his last interview in SA Harry mentioned it shoud be ready by end of feb.

@dvharrison

What you mean with "equity RNS" exactly?

Before everyone panics:

Take a look at Allied Gold, which has a large investment in Ethiopia, and see how their share price reacted. Hardly at all.

Last year, Thailand also had a border conflict with Cambodia, and they even bombed each other. The stock market didn't crash, though, because it was a border conflict, not about conquering the entire country.

Kefi said ceremony end of feb.

Why is it so importsnt if tomorrow or some days later?

Gold -2% already. Dont think Kefi go up

From the same youtuber:

"Sudan threatens attack on Ethiopia"

https://www.youtube.com/watch?v=m7vO-W0X6Lc

Of course othing in the main news. According to this guy Ethopia will be attacked on several fronts but no one knows except him.

"Based on 2026 reports,

Ethiopia has a significantly larger military in terms of total personnel, while Eritrea maintains a high ratio of military to population due to mandatory, long-term national service.

Active Personnel (2026): Ethiopia has one of the largest militaries in Africa, with an estimated 503,000 active troops.

Eritrean Military Size: While smaller in absolute numbers than Ethiopia's, the Eritrean army is considered one of Africa's largest relative to its population, with estimates often cited between 250,000 and 350,000 personnel.

Key Findings:

Active Duty Numbers: Ethiopia's military is larger, frequently ranked 1st or 9th in Africa for active personnel (reports vary slightly), while Eritrea is also among the top 10-20.

Geography/Population: Ethiopia is roughly 9.4 times larger than Eritrea in land area and has a population (~139 million) over 35 times larger than Eritrea's (~3.7 million).

Context: Eritrea's military strength stems from an open-ended, mandatory conscription system instituted after the 1998-2000 war with Ethiopia. "

So just think about it who would win a war in a conflicht and it Tulu Kapi mine operaton would be affected. But of course some here maybe believe a 3,7 million people country would beat a 139 million (Ethopia) county

Mostly all of this youtuber videos are around war, conflict, fighting ect.

The border to Eritrea is around 1000 km away from Tuli Kapi. Why shoud this affect the work at the mine?

This week?

If i understand correct more than 50% of operating costs for 7y are also included in the finance package of 340m

Correct? So not all 340m is for building the mine.

Can you give me the likely mine expansion of Tulu Kapi? Or where can i find it.

Up to now i know only they have at Tulu Kapi around 1m ounces.

Somehow i not get the numbers.

Kefi will have a mine life of around of 8J. According to the new informatin they will accumulate around 1 billion free cash flow in that time but will also have to repay around 250 million loan. So is this repayment + interest already considered in this 1 billion free cash flow or has to be deducted?

Sorry for my questions. I am just new in this business.

I didn't know that this board is only for euphoric news reports and nothing to question