4P Value - rare buy opportunity20 Jul 2022 15:59
has anyone read the Article?
4p is the re rate,
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KAZERA GLOBAL – TRANSFORMATIONAL $7.5 MILLION INVESTMENT TO FUND LITHIUM PRODUCTION & MAJOR DISLOCATION TO SOTP VALUE OF 4P PER SHARE PROVIDES A UNIQUE BUY OPPORTUNITY
July 20, 2022 | Posted by admin
By Dr. Michael Green
Truly transformational news this morning as US$7.5 million is being invested into Kazera’s tantalum operation in Namibia to fund the move into lithium production. What’s more this values a division that the market was awarding no value to at $15m. Set against a market cap of less than this. The “market” can be a funny beast sometimes…
This comes on top of good news yesterday but that has all rather been eclipsed with this big investment in the tantalum project to help exploit the untapped lithium potential – a move which very neatly serves to value the lithium assets in excess of US$15 million and allows for 51% of future Li revenues generated. Hats off to Mr Edmonds for pulling this off.
To start off, it is worth pointing out that this is a non-dilutive investment of US$7.5 million in cash, machinery and services, enough to cover the costs of the processing plant upgrades required to increase production from the Tantalite Valley Mine (TVM) and the construction of a lithium processing facility. Tantalum production is expected to substantially increase from Q4 2022 onwards, with lithium production scheduled to commence in Q1 2023