Member Info for doze

Https://www.lse.co.uk/ShareChat.html?ShareTicker=KEFI&share=Kefi-Gold--Copper&thread=79A40B46-501F-47C4-BB38-564CF158C5F8

vaulted; I like the last bit!!

KEFI is focused primarily on the development of Tulu Kapi in Ethiopia and its pipeline of highly prospective exploration projects in the Arabian-Nubian Shield. KEFI targets that production at Tulu Kapi will generate cash flows for capital repayments, further exploration and dividends to shareholders.

Did you listen to Rob's video link from 20.15 post Simms45- I think you will be revising your estimates upwards if all goes well. The comex and lbm are unable to cover their shorts due to retail demand and having to buy physical so pushing up the price of gold and silver. If the SPY starts to drop the demand for gold miners will probably increase.

"Multilateral institutions like AFC provide alternative channels for infrastructure capital that don’t add directly to government balance sheets.

The Corporation’s ability to access commercial funding at competitive rates also reflects broader investor reassessment of African risk. While headlines often emphasize debt distress in specific countries, the continent encompasses diverse economies with varying credit profiles. AFC’s pan-African approach and multilateral structure allow it to aggregate creditworthy opportunities across this heterogeneous landscape.

The $1.5 billion facility positions AFC to maintain its investment momentum through 2028. Whether that translates into meaningful progress on Africa’s infrastructure deficit depends on factors beyond AFC’s control—including regulatory reform, governance improvements, and macroeconomic stability in key markets. But Monday’s successful fundraising demonstrates that when African infrastructure institutions deliver consistent performance, global capital remains available at scale." from Rob's link

Is our 100m or so $s part of the $1.5bn. We should find out soon.

Your moniker should be Spock.

Some recent buyers not wedded will undoubtedly take a profit especially if there is a big spike. There will be a lengthy period of digestion as the industry generally looks at KEFI with a view to possible investing in the prospects and market reaction to the finance news. If they decide to take a big bite I expect SP rises will accompany the order.

Thanks for that Stebo. Don't expect replies on valuation when you keep serving them up. we trust your figures.

ShotgunMike; with finance confirmed the valuation will leap from explorer to developer so your break over 2p comment betrays a lack of appreciation of this basic change. History of KEFI has kept us stuck at explorer valuations and credibility of backers from country and wider validates developer valuation with Stebo's calculations coming into the field of view. HAA has said if there is no big rise on finance close he wonders why he bothers or words to that effect.

Stebo; I thought the 95% was going down to 80% ' The Tulu Kapi Gold Project (“Tulu Kapi”) is currently 95% beneficially owned by KEFI through

KEFI’s wholly-owned UK subsidiary KME. ' and expect the November convene will determine this in detail. Page 7 shows the 80% https://www.kefi-goldandcopper.com/files/presentations/kefi-webinar-presentation-20june25_0.pdf . My understanding removes any fear of surprises for Redacted; there will be a 'redaction' but an expected one!

Similar to me there Lib3rtian but banks would not fund dividends as they are earmarked elsewhere but a raise at much higher price for KEFI funding and small dividend on Primary Bid makes absolute sense as PIs are turned into LTHs. This utilises the unusual dynamics of KEFI bank funding in a different way with more stable holders than iis in a recessionary environment.

The main thing is the big hitters will not be selling and the market for KEFI shares is growing in confidence. Well exposed PIs have not got the cash to increase stakes but they will be strong holders and fresh money can enter with confidence now. 340m$ about to land and provide finance to build a mine while previously no cash there to do it and MC priced as an asset only. A buyer of KEFI now has to pay for a company with big prospects if they want us.

Although I haven't held for 11 years you sort of take on the long saga when invested so the waiting for news this time really is fever pitch.

It is worth reminding yourself what has been done

https://kefi-minerals.com/strategy

Those new PIs willing to take a punt on the project will not be selling until after the rns, highly likely to be very positive even if a few loose ends, the big hitters will certainly not be selling. I would suggest the pressure on the SP until rns will be for a higher price and the rns will support that when issued.

I did reply to a poster asking what would happen if an old style HAA let down rns happened with an it would tank comment but that would be true and I wanted to shut him up but we will not be getting a delay rns of that sort. No room for negativity atm.

That touchy thread deletion rather favours a StehenX scenario but there could be many positives in an rns to accompany reason(s) for delay.

Project finance update most likely but would like 'Development triggered after financial close'.

The thread was deleted at least. I wonder if Tavira had anything to do with that; such speedy work for LSE.

Https://www.kefi-goldandcopper.com/files/announcements/kefi-modifications-to-sti-bonus-plan-9july24.pdf

Not a particularly large number; https://kefi-minerals.com/investors/capital-structure

A huge investment in one trade and was a bit cheeky considering some PIs must have invested years of attention and accumulation and won't match it. I would have thought some declarations of 3% are due but if not they will drop after project docs finalising. There should be a scrabble for shares from all directions.

I think you skipped your lessons Mithrel. MrH and the makers will enter the market after reading any news;at the moment his ilk are out having made money prior to news but will play the market again after the news if it suits so none of them are barking/spinning but I now appreciate their game so will not be so affected by SP games with my holding. I think their algos did temper the rise but Friday and today maybe they are quiet. Anyway all as I took it.

Substitute excited for hopeful. However I bottle up excitement anyway so just enjoy others indulging.