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Namibia is the 33 most democratic and safe country in the world.........should now be just a formality......As discussed before we have seen a diamond company brought into production in a few months when 1 year est......we will almost certainly see the pipeline completed in well under 1 year.......I don’t believe the diamond business will be a side show rather a major contributor to the coffers.......we have the partnership starting up by march 31st and the Heavy Mineral sands following no latter than end of June.......the latter having huge potential.......Ta at 40% purity and hugely higher prices paid by American offtakers under serious contracts more than offsets the 4 years needed by the 2 jorcs.......we are now poised to show just how good LJ is and for me I welcome the arrival soon of a more mature company.....................
Hi Hulvard
Good to have you posting here........hope it continues.........this company is as good as it gets.........................................
I would not make any RNS announcements until I had a done deal ie at the AGM stage...........we have bought ourselves a 1 year window here and would not expect to see conclusion immediately.....having said that its now been three and half months since last update........GC and ME cannot afford to get this wrong.......the prize here remains glittering and boy won't we have earned it.....................................
Yes........I have visited back pre lock down . I did report back then......What is certain is the venues are all exceptional.......With Covid vaccine set to inoculate all adults by 31st July, reopening looks safe and profitable from then on.......I did know that take away was in place, I would have expected nothing less. ....Both C D and R F are both fully committed here and by definition are fully engaged......It’s worth reminding ourselves that the Dickson Family are no strangers to this genre of business......Both Yates Group PLC and Portland Hotel Group ........the former , a pub chain took 17 years before it went public and was sold in June 2004 for £93.0 million......likewise the latter obviously a hotel group in 14 years was sold off for 45million in August 2017.....C D was N.E director for 11 years........However, my one caveat here is this is probably one of the most difficult areas of business, up there with the Rag trade......but we have the best B of D in the business..................
It’s only been three weeks since last RNS...........
Dennis Edmonds reported diamond production approaching levels where operation is self funding.....
Heavy Mineral Sands affected by Covid ,now sorted re mining and prospecting licence .Edmonds anticipates substantial profits which will fund both Diamond and Ta and Li production.......
Lastly...third party joint venture entered into on shared revenue....smart move..................
Poppyseed............note your lithium rationale with world prices rising rapidly largely due to the China effect......Rising prices too for Tantalum also are a major argument for a serious rerate especially with the advent of a major financing deal imminent......As I have pointed out many times before Lithium production will also have the major benefit of being mined for virtually no cost at all......Within the water separation plant Lithium being the lighter element floats to the top of the tank leaving Tantalum the heavier to fall to the bottom.........couple this massively increased LI price and very low LI production cost and we have a real winner here.............
It brings a smile to my face to see the impatient heading for the exit....the problem is when the turn comes and a deal announced the market will react accordingly.......why because this is a game changer for Kazera......don't be on the wrong side of the coin !...................
The wait will be worth it..!...........good to see my gem Barkby Group put out a really strong RNS this week........the market was really impressed, in difficult times......Charles Dickson is the best there is.........................
Hi C1............Yes , I have been very busy with my business and when I read your post I have very little to add to, which as always was put most cyncincly. Just wish I could find something in your posts that I could challenge but alas no......More broadly, the posts on this site are thin only matched by the share movements .
As you probably know I don't comment on forward share price generally other than in general terms and its fair to say that any forward game changing news will have a major impact.......keep well.....keep posting.......doing an excellent job....................
Yes .....South Africa has always been a difficult market.....For sure GC would fall on his sword rather than start another business there.......that said Kazera has moved into SA quickly and will be very profitable there.......I have great faith in Martin Eales, formally of Rainbow Rare Earths........He’s only been here for just over a year so a little more patience required.......................
We are now just over 3 months since a deal with IIG was put on hold. Discussions continue with other parties to reach that finance deal which will stacks up..... As I have always maintained GC and ME will pull this off....... A I have said before the time scale of 8 years is laughably long......................
Mr C. Very pleased to hear you are reaping rewards from KDNC and point taken about timescale.....Regarding timescale of our Tantalum mine at just over three years we have been locked into getting 2 Jorks completed on 1/3 of the property to attract American end users seeking a quality product......the nett result has been we have had to go for a third party tie up for the proposed pipeline, the covid crisis seems now to be waining and the only piece of jigsaw' due diligence' remains to be completed........In the meantime, solid, highly profitable diamond,heavy mineral sands projects look good to start generating income soon.........The market has this wrong and has overreacted ! ....................
Mr C..............It all comes down to financing of pipeline for tantalum mine........Once signed sealed and delivered there will be no holding this company!.........As stated Covid has not been our friend.......If you combine the expected revenues from diamond production , heavy Sands Minerals and an independent water supplied Tantalum Co the share price will respond favourably.......Looking further a field LJ has the bit between his teeth and the growth from then on will be spectacular..!....................
Of course it’s Covid......Responsible for much of the delay experienced within the group .....The government are as keen as mustard to get this project moving!.... Looks good for financing the tantalum business.......Heavy Sands minerals a game changer for the African business.....diamond third party link up is a smart move......Much going on , time running out for cheap share price..........................
No doubt in my mind the diamond production news is being withheld to match the release of third party tie up ,march inclusive would give us four months and a very good indication of where this going......It would be very good to see news of purchase of Heavy Mineral Sands alongside.......These three announcements would make a real impact here........Regarding timing of RNS in any given week , this will be at the front end early morning for maximum impact.....tail end of week mid afternoon RNSs don’t bring announcements of this calibre.....................
Currently on a roll and set for better things.......might just be worth reminding ourselves that against the odds our CEO ,none other than Martin Eales, brought this gem to market as the first REM trading Company.........Bodes well for Ironveld...........
Directors of public companies are bound by strict Insider Dealing legislation and are therefore prohibited in giving out any Company information.........The best you are likely to get out of them is “ have a nice day”.....................
A.........Good post !............couldn’t have put it more succinctly myself..............,,
A........... Good ,well written post.........couldn’t put it more succinctly myself.........................
For me I never speculate on price!....My view here is we shall shortly be underway.....We are an open cast mine, the ideal ...we have the products by the shedload. HPI, titanium, Vanadium .....we have the middleberg furnace 7.5 kw , 500K invested here....All we need is GC and ME to find us the right partner.....I believe they will.....I don't believe we will be bought out, not GC style and also a new CEO ME in place........once financed funds will soon start flowing...................