Member Info for IdleDaysYann

KZG is in a particularly strong position.

1. Now a rapidly growing resource company

2. Income generating from South African HMS

3. Off-take agreement with Fujax

4. HMS resource with over 50% saleable heavy minerals

5. Ilmenite dominates: a source of the critical element Titanium (up 13.5% ytd)

6. Diamonds a valuable by-product, with newly extended concession

7. Also Zircon and Monazite (source of rare earth elements)

8. Operations environmentally friendly, good local relations

9. Expand by 34X with Perdevlei permit could happen anytime now

10. Poised to become a major South African producer of HMS.

Also excellent news about our Namibia Ta/Li mine:

11. Hebei arbitration concluded in our favour, removes uncertainty from the entire company

12. US11.9m due to us from Hebei assets

13. Ta/Li mine in Namibia in our power to sell or keep (and there appear to be interested parties)

14. Money could be returned to shareholders

And last, but not least,

15. Management of the company is astute and ambitious, with strong shareholder support

16. Share price is still way below OC's SOTP valuation of 9.44 (and that was before the latest developments).

Over at IRON, NanoCapInvestor is making a connection between KZG, IRON and REE. I can't make out whether this is of any significance. Of the three, KZG is the stronger business, already producing and primed for expansion. The other two have significant assets which could have real potential, given some kind of boost . Something to ponder over the long weekend.

Titanium up a further 2%. That's 13.5% so far this year. Kazera's investment in extracting and supplying ilmenite-rich heavy sands (and other valuable minerals including diamonds) is timely.

Arcadia has just secured interim funding, partly for Swanson Ta/Li (ASX release 30th April), 'pursuing the successful

conclusion of funding and collaboration ventures with the several parties'.

And yet Dennis in his last interview, without prompting, suddenly implies that the arbitration result is 'imminent'. And richie in his advfn post (26/4/2025 18:09) backs that up in his summary of Kazera's operations. We seem to be in a good place, with production of heavy mineral sands just getting going, with a serious increase in area, and with high grades of critical minerals such as ilmenite.

The reason why the share price does not respond to all this, is that the market simply does not know. We need RNS's!

Lots of info over the weekend from this board and advfn, many thanks to all. We seem to be due a lot of news in quick succession.

Dennis's interview was interesting, and at the end, with no prompting from the interviewer, he suddenly switched from talking about heavy minerals & diamonds to discussing the Ta/Li mine. It may be we will get news on the money from that even before Perdevlei.

Titanium is a critical metal in many civilian and military applications: our HMS has some of the highest grades of ilmenite. Ti has seen a steady rise of 11% ytd.

My email on 17th should have read '[share price] only 1/6th of Optimo Capital's base valuation' (not Alligh!)

Titanium is a critical metal in aerospace and military applications. Disruptions of world markets could be an opportunity for our Ti-rich HMS.

Good pics. Great to see the operations on the ground. Scaling up. High grade HMS. Perdevlei awaits. Share price seem not to reflect this: only 1/6th of Alligh's base valuation.

Pause: markets good tomorrow.

Kazera: awaiting news for sure, but recent news is of producing 10,000/month, titanium-rich product. 34x extension, high value mineral sorting, and diamonds, to look forward to. Hebei/Aftan also.

Video clip of Dennis recent discusion that I had not seen before: https://buff.ly/ORXmz7p

Thanks to mdchand on advfn. Interesting rises on some niche commodity miners today, maybe Kazera's turn?

Price of titanium went up yesterday. Great news for our Ti-rich sands we are mining.

Interims just company data in the six months. Emphasis on heavy mineral sands, Fujax, and diamonds. The successful turning around Kazera to future income and profitability.

Perdevlei : news depends on DMRE, not Kazera.

Aftan: no news is good news. Ultimately we sell to Hebei, as does Arcadia.

Lovely pics. I see we are now worth less that PREM. Incredible!!!

KZG is at an inflection point, with income, profits from mining Ti-rich sands. Titanium market predicted to grow (already up nearly 8% this year). We have the off-take with Fujax UK, this has massive potential. Perdevlei licence could come anytime: 34X increase in HMS area, for a resource that replenishes itself, is startling.

As for Aftan/Hebei, I think the sale will complete. Wednesday's news from ASX about Arcadia added context to what Dennis said in interview with Sarah on 17th Jan. Silence since January on Aftan suggests to me that something is brewing.

Some news today on ASX about Arcadia (AM7) in Namibia: their Swanson mine is mentioned, and Hebei.

https://hotcopper.com.au/asx/am7/discussion/

Yes, interesting development. Shows the importance of titanium-rich sands. At present we are much smaller, but with much higher grades. I think with (1) mineral sorting for the higher value minerals, (2) Perdevlei, (3) Hebei closure, we would be a very valuable company. The frustrating thing is that we don't know the time scale. It could come anytime.

The crucial thing about AIM companies: is the company about to make money, or is the only way they can make money is to be taken over (which often never happens).

Kazera is well in the former camp.

Also Dennis is very good at keeping us informed, particularly 'soft news' (not sufficient to warrant an RNS). His interviews suggest considerable activity, particularly on the HMS.

I would add that KZG's investors seem particularly astute. This chat-board brings together all sorts of expertise.

Today's trades look good, with an increase in SP. It looks promising.

I agree about new dawn for KZG. But why not revisit the Aftan mine? We are in a much better position than we were. Arcadia wants to resume development of their Swanson mine. I would support some kind of JV with them, we even have the funds to pay Hebei's outstanding balances for vital equipment (Au$548,550). Swanson was due to go into production this year. We could be a part of that, with Aftan coming on stream later.

In Dennis's recent interview, when he talked about Aftan (keeping it, or receiving payment for it), he said that the solution will be something of a combination of the two, early in the first half of this year. Arcadia's action implies to me that Hebei may not now be part of the mix, making a JV with Arcadia more likely. Or a third party may get involved. We'll see.

Another thing has changed in our favour. In SA we have an offtake agreement for our HMS with Fujax, a UK-based company. Fujax could be supportive in our investment in the Namibia Ta mines.

All this is speculative. But I think we are in a good position, both in terms of production & revenue, as well as having ambitious plans for the future.

I agree wholeheartedly with harvd about Aftan, especially now we have our link with Fujax UK Ltd. Lots going on in the background, I think. Lots to look forward to.

I see Arcadia is terminating their agreement with HeBei on Swanson (ASX 30 Jan), and initiating a competitive bidding process to resume development ('several interested parties'). This may have something to do with our lack of news on this front.

Good news could arrive any day now on our main business at WHM: heavy mineral production, sales, diamonds, Perdevlei...

All good.

Our titanium-rich sands are important now. Production already started and sales arranged. Expansion plans in place with Perdevlei. Diamonds in the mix. Aftan-Hebei still on track. Interview refers to money being returned to shareholders. Good summary of interview by Richie over at advfn.

Corcel seems to have a clear strategy, to secure income in the short term and with ambitious plans for the future. Its mix of gas/oil and battery metals/rare earths is market-led, as is its plans for developing its assets in Angola and Brazil. The management team looks experienced and motivated. Some astute shareholders are on board. There could be some consistent news flow over in the short term, which would significantly impact the current (very undervalued) shareprice. I am happy to invest here.