Member Info for Funkybeats

Exactly wakey

Guys this is always backwards looking, were u expecting something new to suddenly appear that hadn’t been Previously RNS?

FB

Tomorrow mate 👍

Unless later on.

Monday or tue interims followed by licence granted end of April.

Hopefully another day of positive buying

FB

About Fking time may i add.

This share is very much like trump and his oil. Always news out there before it’s official.

Let’s wait n c.

FB

Before 31st March

FB

Just topped up again, another £3000. Am baw deep and decided anything I have am putting into this. It’s now all or nothing for me.

My thoughts are nothing public has changed, the SP has plummeted yes, but am averaging down on the hope it goes back up to around the 1.5p.

That allows me to review my investment in this company.

My belief is I don’t think Dennis will be here come April 2027. I just hope KZG is still trading.

FB

Totally agree with everything on this subject.

Another day, no RNS. Honestly laughable. What’s in store today, probably another drop on the SP. Like rest of u, am not selling any.

I’d be confident to say the next 3 months will tell all about where this company is going: timescales for license and mine must be completed by then in order to know the company’s future.

Ave had my rant, had my rant on their twitter feed too. What I hate the most is listening to someone talk the talk and believing it. Right now Dennis has lot all creditability. Only thing that can change now is getting this license and then we will be back to the placing price.

Here’s to another day drop. Cheers Dennis

FB

Bumpingalong. Correct.

So we get some good news. SP raises what 85% and back to the fuking placing price.

Just a total joke.

Bumpingalong it’s actually laughable the silence from Dennis.

Honestly remember I told you all Dennis just turned 69 years old. Is he going to be another fall guy that talked the talk just like Larry Johnston before he retired too without delivering,

Actually staggering that he is on record about the 1.5p raise and 2.5p warrants like it was such a brilliant deal for all share holders.

Aye Dennis, fuking smashing deal that considering the current SP.

Time for you to become viable and none of this crap of tweets with pictures. No one wants that. We want to know what’s happening with license and mine.

For what it’s worth to all other share holders. I am procurement manager, I have delivered about 25 projects since November totalling £60m. About to work on another that’s £40m. U telling me Dennis and his team can’t negotiate deals behind the scenes in the 5 months plus. laughable.

All we seem to be doing is hiring staff, have no numbers to work out how profitable we are going to be, have no idea what we are producing.

Am fuked with about £150k in this fuking share.

Dennis - TRANSPARENCY please.

If we get some major buys in next few days and before the interim results.

That will be the signal that this has been lowered for these guys to average down again before big news on mine or license hits.

And if we don’t get any of those buys in the next few weeks or 2-3 months then I am stopping setting my alarm for 6:50am for any potential RNS.

Will log back on dec to wish everyone a merry Xmas and see if I am rich or have to work till am 70.

FB

Bull case (major AIM re-rating)

This happens if several positive factors occur together:

• Mining right granted quickly

• Rapid production ramp-up

• Strong mineral sands prices

• Institutional investors notice the story

Metric

Value

Market cap

£120–200M

Share price change

10×+ potential

This is rare but not unheard of in junior mining when a company moves from micro-cap to established producer.

FB

Thebasher. Aye ur right.

Hope ur health gets better mate.

FB

So off the back of this Ave tossed another £3000 in this morning.

Now playing with my kids futures here.

Hopefully am right and I think this license is very close to being granted

FB

1. Current production (Walviskop project)

Kazera’s existing heavy mineral sands mine at Walviskop is already operating through its subsidiary Whale Head Minerals.

Current operational indicators:

• Production expected to exceed 4,000 tonnes of heavy mineral sands per month after expansion. 

• Processing upgrades are underway to improve product quality (about 32% TiO₂ content). 

That implies roughly:

• ≈48,000 tonnes per year at current production levels.

The Walviskop deposit itself contains millions of tonnes of heavy mineral sands resources, with natural replenishment from coastal wave action. 

⸻

2. Why Perdevlei is the real catalyst

The nearby Perdevlei concession is significantly larger.

Key facts:

• Licence area: ≈3,095 hectares

• Immediate mining area: ≈170 hectares of high-grade heavy mineral sands. 

• The area is about 34× larger than the current Walviskop project. 

That scale difference is why investors see Perdevlei as the main growth project, not Walviskop.

⸻

3. Possible production scenario (rough estimates)

The company hasn’t published a full feasibility study for Perdevlei yet, but based on similar HMS beach mining operations:

Conservative scenario

• 6,000 tonnes/month

• ≈ 72,000 tonnes/year

Moderate scenario

• 10,000–15,000 tonnes/month

• ≈ 120,000–180,000 tonnes/year

Aggressive scenario (multi-pit mining)

• 20,000+ tonnes/month

• >240,000 tonnes/year

Because the area is much larger, multiple mining areas could run simultaneously.

⸻

4. Revenue potential (very rough)

Heavy mineral sands prices vary widely depending on composition (ilmenite, zircon, rutile, garnet).

Typical blended HMS concentrate prices:

Here are three realistic share-price scenarios for Kazera Global plc (AIM: KZG) if the Perdevlei mining right is granted. These are illustrative investor scenarios, not predictions, but they reflect how junior mining stocks often react to licence approvals.

⸻

1️⃣ Conservative scenario (small re-rating)

What happens

• Mining right granted

• Market still cautious about financing and production ramp-up

• Slow operational progress

Typical market reaction for AIM junior miners

Metric

Today

After licence

Market cap

~£12–14M

£25–30M

Share price effect

~2×

modest rally

Moderate scenario (strong growth story)

What happens

• Licence granted

• Production expansion begins

• Investors price in future cashflow from Perdevlei

Metric

Today

After licence

Market cap

~£12–14M

£50–80M

Share price could rise roughly 4–6× if:

• production scaling is credible

• revenue increases become visible

• market sentiment toward mineral sands is strong

Bull case (major AIM re-rating)

This happens if several positive factors occur together:

• Mining right granted quickly

• Rapid production ramp-up

• Strong mineral sands prices

• Institutional investors notice the story

Metric

Value

Market cap

£12

1. Where Kazera is in the licensing process

Kazera’s subsidiary Whale Head Minerals (WHM) is seeking a Mining Right for the Perdevlei heavy mineral sands project in the Northern Cape of South Africa.

Key milestones already reached:

1. Environmental authorisation (EA) – expected/issued after the environmental guarantee requirement.

2. Public appeal period – 21 days after EA for objections or appeals.

3. Objection withdrawn – a key environmental objection against the mining right was removed in late 2025. 

Once that objection was withdrawn, the company said this “clears the way for the mining right to be granted soon.” 

⸻

2. What “soon” usually means in this stage

After objections are resolved and environmental approvals are final:

Typical DMRE process steps:

1. Final review by the Department of Mineral Resources and Energy (DMRE)

2. Ministerial sign-off on the Mining Right

3. Notarial execution of the licence

Realistic timeframes in South Africa at this stage:

Stage

Typical time

Final DMRE review

1–3 months

Ministerial approval

~1 month

Registration & paperwork

2–6 weeks

Total typical range:

➡ 2–5 months after objections are cleared

But because the DMRE has backlog issues, it can stretch to 6–9 months in slower cases.

⸻

3. Latest operational clues from Kazera (2026)

Recent company updates suggest they expect approval relatively soon, because:

• They are expanding production capacity at existing HMS operations. 

• Operational hiring and equipment upgrades are underway ahead of anticipated mining right approval. 

That usually means the company believes the licence is close enough to start preparing operations.

⸻

4. Why Perdevlei matters for Kazera

The Perdevlei concession is much larger than the existing Walviskop project:

• ~3,095 hectares licence area

• ~170 hectares of high-grade heavy mineral sands suitable for mining. 

The company believes the deposit could significantly scale production compared with its current operation. 

⸻

✅ Investor interpretation

If the timeline runs normally:

• Objection withdrawn: Nov 2025

• Likely decision window: Q1–Q2 2026

So the licence decision could realistically occur within months rather than years.

More to follow

FB

TheBasher

Re ur point 13

13. Experience chronic pain (requiring constant opiate pain management), chronic fatigue and other complications and side effects, and have been for 6-years.

Horrendous…. Me also, since 2018. I have nerve damage all over my foot. Take 12 Gabapentin each day and opioids. About to restart pain management again. I know what u will be going through and can only sympathise. It’s one of the hardest, loneliest and mentally draining thing that can happen.

Stay strong pal. U need to talk reach out

FB

Love that. No heard that one before but this better be full of sugar and some lolol

Was just thinking about my investment in KZG since i began investing in the company back in 2016 and everything that’s gone on while making nothing from the company.

1) name change from Kennedy ventures to kzg

2) multiple CEOs

3) Pandemic

4) Russia and Ukraine war

5) Middle East War

6) massive fall out with Mrs family

7) 1 promotion

8) 9 ankle operations

9) l4,l5 disc collapse

10) 3 hair transplants

11) eye surgery for 20/20 vision

A lot has happened in those 10 years for me personally. A lot of mental torture, have gone through a lot. I then look at why I invested in Kennedy Ventures and remember it was because of the Giles Clark video, first ever lithium AIM company that would be producing, no raise, all profits from that mine. Fast forward 10 years. That mine ain’t producing, we have changed name, direction, heavy mineral sands, diamonds, still not selling, well not in the numbers we were led to believe. Still no update on outcome of mine, same with license.

We will be due an RNS end of March for an update. Dennis if ur reading this, no more waffle please. Just full transparency. I don’t want to watch another one of ur videos over promising. Just tell us what is factually correct without any deception or twists.

I think that’s all us PIs want. Full transparency.

Regards to all

FB

This 100%