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Zephyr not specifically mentioned but clear that they fit in with Gervais' profile for 2021 growth, hence increased holding.
https://xxx.you tube.com/watch?v=p-KerGV_SdQ (replace xxx, delete the space)

Zephyr not specifically mentioned in this interview but you can clearly see that they fit well in Gervais' thinking and hence current accumulation. https://www.youtube.com/watch?v=p-KerGV_SdQ

...... should rising trend continue after recent consolidation 10/11p end of next month

...... shows possibilities of 0.5p end of next month.

Investing isn't a team sport

I'd prefer a RNS that outlines agreement between all parties to start making disputed licences into a productive mine.

Kenmare's 2021 H1 report includes " ..... H1 2021 EBITDA is up 121% on last year and profits after tax are up 278%. As a result, we have increased our interim dividend to USc7.29 per share, more than triple last year’s interim dividend. .... ". A glimpse into the future for PFP ?

Certainly in the RNS 12th April 2021. Might have been mentioned earlier.

C.7 ... $621m is not an award its a reparation claim for lost earning due to misappropriation of the licences. Comes from a BIT update RNS. I view it as a big stick aimed at getting everyone's attention to come to some sort of agreement which results in value for PFP.

* huge growth in PFP mine value.

With great thanks to Observantken on the ISE Kenmare chat. Compare these prices to the last mine valuation, huge growth in mine value.

Ilmenite Prices
At the end of May 2021, Hannam Research wrote "Shifts in consumer behavior continue to support upward pressure in the TiO2 market, with paint and coating demand sustained by an uptick in DIY sales globally and low housebuilder inventories. Industrialisation should underpin demand in the long-term as GDP grows in emerging economies in tandem with
urbanisation. Based on ilmenite indices available on Bloomberg, Chinese domestic pricing is now around US$330/t, while import prices could be as high as US$405/t." It will be interesting to see what realised price Kenmare announces with its H1 results next month. If they're not achieving close to $300/t in H2, shareholders should be asking questions about the marketing department's competence.

Zircon Prices.
According to Argus Media (24 June 2021): "Zirconium silicate prices have climbed to eight-year highs as rising demand and disruptions to zircon output are tightening the market, with prices expected to continue increasing. Australia's Base Resources reported a "significant" price increase for June-quarter contracts. Iluka boosted its price for standard and premium zircon by $70/t from April this year, and it is set to raise the price further. Australia's PYX Resources, which produces premium zircon in Indonesia, has hiked its price for the third time this year, by $210/t to $1,750/t for July shipments, representing a total increase of $355/t so far this year." Again, it will be interesting to see what price Kenmare is achieving. If the company cannot achieve EBITDA of at least $200m next year (2022), then when will it? The major shareholders should be asking questions.

It's interesting how a SP might responds to news. We've all seen a SP fall on very very very very very very good news when very very very very very very very good news was expected. All in all thought its a bright future for ZPHR.

Thanks EV ... so can assume as KDNC posted on LinkedIn on the first two shipments that 3rd/4th still to come and similar post to be expected as and when.

Appears that there has been 5 shipments with a further three booked up to the start of August. My understanding was that Kieron stated 3 or 4 shipments to achieve the $10m profit. With shipments continuing and presumably profit being made on each, who's banking the the profit and is this lost opportunity for KDNC or will in just mean a larger cash gain in Dev when KDNC get 20% ?

The RNS announcing the start of the drill for 16-2 was 13th July which stated an expected 20 day drill period. That puts us at roughly half way now. One of they key out comes from the trail was the speed of drill. Seems sensible/logical to me that a progress RNS could come. Being on programme would be good news but perhaps Our Col' doesn't count his chickens just yet.

I01 .... have a look at the posts around Nov/Dec 2020, there's references to TZM appearances on the Mozambique Goverment portal and links, basically the incorporation of TZM as a company in Moz, also names of those running TZM, there was speculation at this time that TZM might float in Moz. I understand (DYOR) that the name(s) mentioned in connection with TZM were also involved with Africa Great Wall a few years ago.

If I understood correctly (very happy to be educated) BIT and reparation is against Moz. Gov. Anything with TZM would be an agreement of some sort to develop the licence. As you suggest TZM could simply be scuppered if needs be.

Gra...... , I guess you don't buy toothpaste because you think you can sell later for more than you bought it, and wonder in the meantime whether its as minty, or better, than you first thought. Aim = wild west of share dealing, wish there was a formula but sentiment and just plain gambling is as good rule as any in general. Zephyr BOD/CEO do appear to play a better game than most though.

Itz...., I think we can be relatively relaxed about the office change. Over 250 companies us this address as a post box, so common practice. Mayfair address might impress someone, who knows.

TZM incorporated in Moz, 24th August 2020. There were a few post around Nov/Dec 2020 discussing TZM.