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Yes, have been highlighting the heavy mineral Sands acquisition, once concluded the South African Diamond business will be propelled into a different orbit......Couple this with our world class high purity Tantalum mining business in Namibia and the Global growth programme outlined by Larry Johnson will accelerate decisively......The growth of this programme above will be faster than most people anticipate.....just look at how quick the diamond business was brought into production, what comes on board after this will have the same business model.............
Yes ,this is an impressive resource with relative easy open mine access.......Martin Eales will get this job done and soon ,Rainbow bears this out.....There was a time when our posts were far apart but now are only a hairs breadth away......As I have said for many years now both Iron and Kazera are inextricably linked due mainly to shared management. Going forward I believe the progress will be similar with the occelating share pricing bouncing off each other......In any event a fascinating way forward beckons.................
Hi H
Good to see you active on this board and being involved with all three companies.....GC has the success formula.....right products with the right people to bring to market..
........the path over the eight years or so has been bumpy and many Naysayers have come and gone over this period.....Its fair to add that the stage we are at now is perfect timing, its the pre herd stage.......both I and K are securing finance ,a pre requisit to going forward, the world markets namely US and China are actively competing particularly in the African subcontinent so the world mineral prices are moving now.......Its good to see a few new mature postings on B so as we climb this is bound to increase....
Ci good to see your post on K ......many more please...
Shame.......you would be really good......
Thanks......yes what I was really alluding to was your posting on a regular basis on K and I........I am sure you have alot to contribute .........
C1............Any chance of reading your take on the above on a regular basis.....! I for one would be interested though not pushing here............
Ismalia......Yes, we converse with each other on another board so we are familiar with each others posts......I am a little disappointed that you should think that I am a ramper / hyper.....I have spent my last ten years making sure that I never mention prices,direction or otherwise when I post......I never fill in the opinion column or talk about my holding details or others.........My only interest is to give posters my take on the business......As I have expressed before I am here for the medium long term investment and have absolutely no interest in pushing the price upwards......Regarding Giles Clarke , yes I have been investing in G C companies since investing seriously in Majestic Wine some 20 years ago so yes I do feel a certain synergy with him...................
For those of a nervous disposition you need not worry about the company being sold / wound up........we have an experienced negotiating team here ,one of the best with still eight months to run.......Exactly the same arguements were being mooted a year or so ago about Kazera, now look at it...!..Having studied Giles Clarkes business acumen he is not the sort of person to be defeated, yes this has been long and yes this has been very difficult and frustrating but we will get the job done.......The value in the ground is breath-taking and with this laughably low share price a golden opportunity exists...........
Of course just to make it clear I refer to Iron and Kazera, not Barkby..................................
With the increase of carat from 220 to 240 from the new block.and the permits having been obtained with the joint venture for production starting before end of march, we are now no longer a shell company. Further , the heavy mineral sands investment now currently going through parliament is expected to be expeditiously resolved creating a sea change in this SA venture....there is now close to zero chance of any dilution.....wake up everybody and get used to a profitable Kazera G !..........................
Yes , good to hear my kind of confidence!.....As I have made point before , all logic, graphs, slide rules go out the window at this level ......on game changing news greed takes over when the herd arrives........like night follows day it will happen here, the important point is to be on the train when it leaves the station.................
C 1
Music to my ears !...........
C 1.........
As we fall into diamond profitability very shortly and financing deal with third party participant at K Z about to be realised, I feel a rerate will follow.......the same can be said for Iron for there is no way this won't happen........just wanted to make sure you are comfortable with your present holdings. .....please feel free to tell me to MYOB but this is game changing.............
Hi C 1
Yes ,your posts are excellent which believe me is so refreshing when I recall some of the posters I have had to listen to over the last 9 years ........I think you are 100% right about the pharma and property businesses....I only say what I have about hospitality business to point out that this isn’t a lost cause but willing concede that the Stella performers are as you suggest......Yes I too look forward to finals which should throw light on the boards skills at handling this extremely challenging period for our company.........Forgive me if I remain behind my shadow only to protect my anonymity.......................
Tucson........Just before you throw your hat in the air and order your new limousine, I did leave this last paragraph open......When I wrote this I assumed it would be read as a medium/longterm goal and I standby what I have said...........
As possibly the biggest casualty of the Covid 19 shut down, it’s worth remembering what exactly the goals are and how quickly this side of the business could return to full profitability.......the business model for me is not too dissimilar to Richard Carings , the Ivy Group......Both targeting the luxury ,well presented ,affordable food in highly desirable areas........the Ivy group targets towns and cities whereas Barkby targets the Shires with chocolate box pubs and accommodation........Both were expanding fast till march 2020........Growth at the Ivy Gr. was 12 P A......Barkby no at eight well ahead of forecast, mostly ten year leases ,few free holds........I understand the board are still firmly committed to expansion once the climate permits.......My view here is this will be an excellent time to acquire leases from the bargain basement.........................
Cawdor 1 ..........could we please have a post ! So we know you’re still alive and kicking.....................
At months end we will have been four months of new discussions.........I have spoken about not coming to the market before the AGM stage so I’m very happy to wait.........Again we should remind ourselves that our CEO. Martin Eales was CEO of Rainbow R E M........ From a lowly single figure SP the share price has nudged 20p.......... I think it’s fair to say that after an eight year wait the announcement of a deal will be that spark.......It goes without saying for me that a deal will be achieved..........
Time and again L J has referred to it in his RNSs , I too have written about it here and I’m not sure many people understand just how ambitious L J is......There are a number here who still think that this is a tu-penny hapenny company with short term prospects.......I m talking about expansion and once again in this recent post LJ reminds us In his sum up.......The. Global in the name change was included for expansion worldwide......over the last five years of writing here I haven’t changed my views one jot ........I fully expect to see a rapid growth programme here once finance is in place........A top one hundred company is not out of the question............