Member Info for ericnat17

And this does not include Saudi. DYOR , this potentially the most transformative stock on AIM

Over the next decade, KEFI Gold and Copper anticipates strong growth as its Tulu Kapi project is projected to generate average annual EBITDA of $387 million (with KEFI’s 80% share delivering around $310 million per year), annual net shareholder cash flow between $1.1 and $1.6 billion in the initial years, and dividends expected to commence from 2027 with an average payout of 0.59p per share annually through 2034; the net present value for shareholders is estimated at 11.1p per share, backed by all-in sustaining costs of $960/oz and average production of 164,000 ounces per year, paving the way for transformative returns and substantial income streams

Ethiopia’s mining sector is rapidly growing and attracting significant foreign investment, with deals worth over $1.6 billion signed in 2025, mainly from Chinese companies. Key investments include $600 million for coal mining and extensive projects in minerals exploration and processing. The sector benefits from Ethiopia’s abundant mineral resources such as gold, tantalum, potash, gemstones, iron, and marble. Major mining projects include the Lega Dembi Gold Mine and the Tulu Kapi Gold Project, both critical contributors to the economy.

Recent macroeconomic reforms have boosted mining investment and productivity, improving the trade system and reducing illegal mining. Mining is a strategic pillar in Ethiopia’s economic plan, projected to grow by 33% annually and increase its contribution to GDP and export earnings. The government offers incentives and infrastructure improvements to attract investors while promoting sustainable and technology-driven mining practices. Mining also plays a key role in job creation and Ethiopia’s broader economic diversification goals.

Overall, mining is a fast-growing, high-potential sector driving Ethiopia’s industrial growth and export capacity

L2

Ask being pushed up again…. Same playbook as last few trading sessions

More buys inbound…. More MM moving off the ask

Kefi Gold shareholders could see enormous long-term gains, combining spectacular share price appreciation with substantial dividends. If gold prices remain high, Tulu Kapi could deliver average annual EBITDA of $387 million in its first three years, with around $310 million per year attributable to Kefi. As debt is rapidly repaid, annual free cash flow to Kefi may exceed £99 million from 2028-2034, with analysts projecting dividends of around 0.54p per share annually from 2028 to 2034. This represents a dividend yield approaching 100% at today’s share price, on top of a potential 10x uplift in share value as Kefi transitions to a top-tier gold producer.

Kefi Gold is the most exciting investment on AIM thanks to its transformational Tulu Kapi Gold Project in Ethiopia, which is fully permitted and shovel-ready. Construction is imminent with a £320 million financing package nearly complete, strong government and institutional backing, and all principal conditions met. First gold is targeted for late 2027, projected to generate exceptional cash flow and a massive valuation uplift compared to its current market cap. With robust reserves, low production costs, and industry-leading margins, Kefi stands out due to its de-risked and imminent production, unlike most AIM mining peers still in exploration phases.

L2

Nice 3.5 million just popped on the Bid price

L2

Very positive moves by MM moving up aggressively.

Also more buy orders than sells, so a positive switch there also.

Looking strong

Worst case scenario and we don’t end up with the extra license immediately……it will benefit Kefi in some form in the future. And I think Saudi is going to be very interesting….the story is really just starting there.

Yes buys have certainly picked up today. All very interesting.

Good news for Kefi

Oromia’s sovereign wealth fund enhances KEFI’s strategic partnership framework, improves investment confidence, and increases the potential for sustained capital support and smooth project development in Ethiopia

Approx $100 million. Before costs

L2 MM move up early this PM. Looks like they my want some more shares….?

“ the project is reported to be moving faster than expected.”

https://addisfortune.news/kefi-confirms-key-milestones-kickstarts-tulu-kapi-resettlement/

Independent of whether the area is coming to Kefi right now….this great news for Kefi as it appears that the region will not tolerate poor performance by operators.

Hopefully Kefi are looking at all avenues to save the costs. This looks interesting….

https://m.miningweekly.com/article/on-site-oxygen-boosts-gold-recovery-cuts-costs-and-emissions-2025-07-11

Would be nice to see a steady rise over the coming weeks…

L2 already looking good today with several MM on the up.

Thanks MF

I also felt he was a bit frustrated with the markets. He basically said that we can expect to be x10 of where we are currently at with the SP. And if after everything is completed we are still at this level we might as well sell the company. Definitely pretty miffed at the current valuation.

Watching it now