Member Info for ElectricLion

Surrey's been saying he's going to sell up for 3 years at least! Would be a shame to sell up at this point, so (relatively) close to production, no matter what the SP may or may not be doing.

Agreed LMA. Whatever number it is, and whatever that number really means, it's clear that good progress is being made, and that we're still on track for production before the end of the year. That'll do me.

All else being equal, you'd expect gold equities to be leveraged to the gold price, on account of their fixed costs. That's for producers anyway. For non-producers, while there is certainly some sentiment read-across, it's difficult-to-impossible to quantify. I'm not sure that a direct comparison is that useful - far too many other variables.

While the Iranian regime is not popular in the country, we saw in January what happened when there were protests - thousands were killed. No-one is going to be keen to repeat that any time soon. Any armed uprising will be awfully bloody, with no guarantees of a better future afterwards.

We have already seen that what Trump wants and what Trump gets are two different things. He made a major miscalculation starting this war, thinking they'd fold in a weekend (same mistake Putin made), and they didn't. Nor are they looking likely to. They don't need to beat Trump - they just need to inflict enough economic pain to make it too perilous for him to continue. Trump has more bombs, but if he can't control the Strait, it's all for naught. US boots on the ground is going to make him unpopular at home very fast indeed. As soon as the body bags start flying home, he's done, politically I think.

It's a fine old mess, and I have no idea how, or when it'll end. But Trump started it, and it's up to him to decide how to finish it. Heaven help us all.

Completely agree MF2017. It's not about an echo chamber. It's about being able to focus on worthwhile debate, rather than the incessent baying of the fools and charlatans (and there a lot of those).

L1b3rtarian - surely technicals don't work on a stock like KEFI? I can see that they probably work fine on liquid stocks and indices, but I don't see how a chart can predict a placing, and the subsequent SP hit, for example. That said, it's probably fair to say that there was a lot of optimism baked into the 2p price. It felt justified at the time - gold flying, TK finance nearly complete, no (new) wars! Obviously that all changed quite quickly. Credit to Rob, who saw a war coming, even if the war that came wasn't the one he was expecting!

From here, it unfortunately feels like the whole world is waiting with baited breath to see what Trump does next. Not a comfortable place for anyone I think it's fair to say. He really needs to learn when he's out of his depth and start listening to some of the actual experts around him, but if he hasn't learnt that by now, it seems unlikely that he ever will.

However, gold has blown off quite a bit of steam, and the long-term factors still seem bullish. Despite the brutal pullback, KEFI is now fully-financed to build TK, and do some exploration into the bargain. It's going to take time to build up that confidence again, and HAA may never regain the trust he's lost over the way the financing concluded, but even given all those factors, KEFI at £150m feels cheap to me.

Newt79 - last post before I filter you for ever. The SP has to drop nearly 30% before COP to hit the top of your range. Doesn't look like it's going to happen to me. Who's the moron?

Also, you've demonstrated several times that you're a nasty piece of work. I'm sure you know this already, and don't care, but I no longer have to put up with it. Goodbye and good riddance.

Your posting history tells a story TungstenInvestor. Just like making people miserable? Seems you get a kick out of it. Sad.

Sharezy - KEFI is down more than 30%. Take a break.

I topped up small amounts at 1.6 and 1.4. Seemed like a good idea at the time! Will be topping up again, as well as Bed'n'ISA'ing post April 6th.

Gotta try and get better at selling high though! That said, this is where the Lassonde Curve up to production really starts in my view, so I'll be holding the majority for the longer term either way.

Newt - you are a hypocrite and a fool. "Honest" is the one thing you're not. And it's obvious to all.

It's very nearly Friday. I've heard that "People tend to disappear when they are proved wrong". Let's hope so. Your brand of toxicity is becoming tiresome.

What happened to your big rumours brian? Some of us have been around long enough to spot the chancers, trolls and BS artists a mile away.

@Crisu

From latest KEFI presentation https://www.kefi-goldandcopper.com/files/presentations/kefi-presentation-3march2026a.pdf

"Starting construction. 1st stage 160Koz Year 1 open pit and target 200Koz pa with underground"

Only 83% of that is ours though (minus royalties, debt, etc).

I despair sometimes. If you claim to have heard a rumour, please provide links. No-one is gonna take it seriously otherwise.

Not long until Friday Newt...

He's guessing. A stopped clock. If he's right, it'll be by accident. His only stated reason was, and I quote "Donald Trump". That's it, that's all. And he gets awful cross if you push him on it! Best ignored.

Gold appears to have stabilised at $4500/oz, and the Iran situation, while hardly under control, at least appears to have cooled a little. Who knows where we go from here, but lord knows, the whole planet could do with a break.

I fancy KEFI to stabilise too. While the placing still stings, and the frankly inadequate explanation/s for it make it worse, we are where we are. And where we are is fully funded to build a highly profitable gold mine. There's a lot of value there, for those with the foresight, patience and cash to take advantage.

Lol. Quick to anger and insult I see. Says a lot about you, whether you realise it or not.

ramper/shorter? Which one? Having trouble deciding? They say that you can tell when you have a balanced view - because you get attacked from both sides!

Humm, interesting. So not KEFI-specific then? So presumably you're expecting further substantial drops across the whole market? That's useful context that you should have put in your previous message.

Why? As they say in school - show your working out.

It's just slightly confusing/misleading book-keeping I think Angelis. It doesn't mean anything.