Member Info for EyeGuy

imo- there is a tiny overhang from the 0.60p placing. when its gone then the share sale is over and its bagging
dyor

added a few but that's not mine

Agree. Information is there for all to see. Costs to make this a world class port plus confirmation that kalia does not need a railway and has costing for road shipment to port. I’m going still for full takeover at 10p per share. We will see. No wonder the biggest global players are enquiring about kalia.

The product will be transported from Kalia to Konta Port by way of the rail access road (“RAR”). This will require the construction of 285km of new road which will join an existing 76km haul road to Konta Port. The RAR is positioned to support the development of the Trans-Guinea railway line that may be developed from the west coast of Guinea to, ultimately, access the country’s vast iron ore resources at Kalia and further to the east.

The RAR design was completed by Jeffares and Green Pty Ltd using detailed satellite imagery and on-ground survey points. The RAR implementation strategy and capital estimates were prepared by Wilson Bayly Holmes Ovcon (“WBHO”). Dynamic simulation, conducted by TSG Consulting, determined the size of the export haul fleet, road capacity and the operational strategy.

The new road will be sealed and constructed to accommodate dual trailer, 150t truck payloads of the initial iron ore production from Kalia to a new trans-shipping facility to be constructed adjacent to the existing Konta port. The trans-shipment and capacity modelling study, incorporating the current sea conditions from Konta to the off-shore load point, were conducted by Seabulk Inc. as a joint venture with Smit Lamnalco Ltd. The proposed solution provides for the loading of 12,000t barges which will transport the material to an offshore, high capacity cape-size vessel trans-shipping system, specifically designed for the loading of Cape Size bulk carriers in Guinea marine conditions.

The BFS estimate includes the cost of a new dedicated bulk-handling port at Konta, designed and costed by Fluor. However, the potential exists to upgrade the current Konta Port at a reduced capital cost.

Kalia doesn’t need a railway. No wonder the ambassador said it was easy :
http://www.bellzone.com/projects-and-operations/kalia/kalia-bfs

Yep.
Hudson is a subsidiary of Sonangol international which is a Singapore based investment co.
They own just over 50% of the shares. So any deal/buyout will imo mean the parties will be talking to them.
Appear to be strategic investors waiting for change and have been happy funding bzm and sitting tight.
And now looking like their patience will be rewarded.
Possibly the last dregs of loose July placing stock and mms shuffling over last few days. It is a tight float and any decent news and it’s game on

Nope. Awaiting on more funds but I’ll be taking some more over next few weeks

2 million buy in.

y1101284- Its a future event so no one can predict what happens precisely and when, and also how the market may react at that point. But I wouldn't even call this a case of joining the dots.
The BZM presentation highlights Kalia scaleability into Simandou.
The ambassador has stated government priority is simandou.
RNS says in talks for all assets.
And ferro nickel project is coming on and they have just raised cash.
IMO it will do well. But each to their own and dyor of course

I bought a lot at 0.2p. This has now moved on from last year even though it is not reflected in the SP.
Political and economic situation has changed so assets have gone from being near worthless to very valuable.
How valuable is up for debate but I could argue all day that a world class Iron ore concession with a BFS between 500mill -1 billion dollars, and a port with $120 million spent on it, and a ferro nickel project with possible npv 100mill is worth more than a 10mill mcap.
we will see. buyout coming imo. dyor

Reall - listen to the choice of words at 5mins 40
“Biggest strategic players”
https://m.youtube.com/watch?v=Bh1Y-XDfoI8&feature=youtu.be
I’m trying to take another couple of mill shares here.

“Konta port which belongs to bellzone” stated by Julian Cheong
https://m.youtube.com/watch?v=Bh1Y-XDfoI8&feature=youtu.be

Run along now

ok sparkyegg- that's the wait and see bit. it may need some more money throwing in but it is scalebale now to 2.5x - to 10 million tonnes per year from memory.

But for me the key is BZM dont have to sell it. they dont have to sell kalia. They have the ferro nickel project to tide them over.
I think strategically the assets are perfect and the timing is now right to hold them. market not yet twigged.

$120 million is 5p per share here or nearly a 10 bag overnight.
Lots of upside

sparky- Julian Cheong has already said they are in advanced talks over it- he said so on the share talk interview.

Also increasing bauxite exports surely need increasing port capacity.
Bzm hold a decent hand here.

good find Reall. Government are pushing on now. BZM's assets are of huge importance.
Super cheap down here. Will keep adding

Haddad - there could be stake building on the open market. We will see.
Bellzone don’t have to sell. The ferronickel project is manageable for an aim
Company. Imo Chinalco or others need bellzone more than bellzone need them.
Bzm have the port and the cheaper project half the distance from the port.
If bellzone say no then no idea how simandou would get developed.

My opinion and I would state it is just that, that Chinalco or another state owned/part owned chinese co. will take out BZM for circa £200 mill or 10p per share.
That’s about 50% of the NPV of kalia which has a bankable feasibility study, and they get a $100 mill feNi project and a $120 million port chucked in for free.
Happy to hold and add when I can

It’s old but worth a read for kalia and infrastructure info
http://www.openbriefing.com/files/cp_44/bellzone.pdf

Great- large delayed sell popped up. Can move on now. That obviously held us back today. Now it’s gone