Member Info for IdleDaysYann

"Lithium and rare earths will soon be more important than oil and gas. Our demand for rare earths alone will increase fivefold by 2030.."(EC President von der Leyen, 14 Sep.2022). And other countries are making similar statements.

On lithium, Kazera has already struck a marketing agreement for its Li resource, with production scheduled for Q1 2023.
Kazera's future plans include Rare Earths 27Mt @1.89% grade for 510Kt Total Rare Earth elements, with known resources of Cerium, Lanthanum, Neodymium, via the Manshaft MoU on the Kalahari Copper Belt and Kaoko Copper Belt, with further Ta, Li, and potential for Au, Cu, Co, Sn, Nb. Then there is the Great Lakes Graphite with its non-JORC Inferred resource of
between 14 and 24Mt at 1.7-1.8% Ce+La+Nd.

These developments seem to be well supported by Kazera's current and increasing revenues from tantalum, diamonds and heavy sands, and by non-dilutive investments, marketing and MoU's from other companies.

The Final Results to June 2022 should be out by December, and this may give us some guidance on the increasing revenues from Ta, diamonds and heavy sands. I am, of course, very optimistic about my investment here. I reckon Align's valuation of 4.5 is a fair one for today, with upside to come. That's my opinion.

Yes, thanks for letting us know, Poppyseed.
I see some large buys going through the last couple of days. The 'red' trades have been a bit misleading, I am not the only one buying recently.
I am impressed by by the sheer scale of what the company offers: lithium, tantalum, diamonds, heavy minerals, and in the future, rare earths. Making money, and scaling up rapidly in a few months. We need a spark to set this going, and I think when we see the money coming in we will be okay. More than okay!

The recent Align Research report in their Forecasts section gives the total shares+options+warrants in each year, which they use to derive the current valuation of 4.55p/share.
http://www.alignresearch.co.uk/wp-content/uploads/2022/10/Kazera_Align_Update_October_2022.pdf

Oh Gawd, Keltickilla, not another 'Communism/Brexit hasn't worked because it hasn't been tried properly'.
We are all human beings. Warts and all.
To be British means having Welsh/Scottish/Irish ancestory as well as English. And half of us voted remain. Why? Because we are just stupid natives? Or did we feel that Brexit was taking something from us, from our British culture?
Britain is a grand place, a proud place: We do not bow to Brexiteers.

Lithium, tantalum, diamonds, heavy mineral sands, rare earths.
Revenues, profits. Tiny mcap. Big potential. Good management team now in place.

A substantial new report by Align.
I have not fully appreciated the rare earth potential here, and the high grades. Impressive. With the Lithium, Ta, mineral sands and diamonds coming on stream, and with a determined new management team, all looks good. An update on production and income would be great. Otherwise, I'm happy with my investment and to add more at these unusually low prices.

Okay, here's my theory.
There have been a lot of 1M share sells since the July, and this may well have been depressing the share price. It could be one or two long term investors, whose shares were bought at a much lower price and therefore in profit, have been liquidating. As long as they are not directors and below the 3% threshold, such trades would not be notifiable. I note that when two directors resigned in July they were each below the 3% threshold. Just a theory. If there is some truth in it, the sells may be coming to an end.
I am a great supporter of this company, I have a great deal invested in it myself. So of course I think is doing well and getting better all the time. Tantalum, Lithium, Diamonds, Mineral Sands, Rare Earths. "At least 5x and a cult following within 6 months"? Yes!

A good question: is Align's involvement 'putting people off'?
Possibly, but there are other factors.
The shares are rather illiquid because of the large shareholdings by long term investors like Align, and others with smaller stakes like myself. This is not an obvious a trader's share.
There have also been serious issues in the past about Kazera over-promising and under-delivering.
But perhaps more important, the sector and markets are plagued with uncertainty about the world in general.

As for Align, their 'about us' website page states their ethical approach. They have an experienced team, and of course promote their own interests like the rest of us. I think that Align's interests are presently aligned with mine, but that is my opinion.
The spat with IRON was in line with their ethical approach, but maybe perceived as 'not cricket' by others less in tune with historical trends.

As for Kazera, Align have been and still are hugely supportive of Kazera, and with good reason. It is my view that the company should be worth many times more than it is now, certainly more than Align's target of 5.3p.

The AIM market is being flooded with money into the most speculative ventures in the search for scarce minerals. Who would have thought that another AIM company, whose major claim to fame is a lithium discovery in Mali (Mali, for goodness sake) is worth 5X more than Kazara.

By contrast Kazera has built a superb portfolio of mining interests in solid jurisdictions. Not just lithium and tantalum, but diamonds, heavy sands and REE. It has off-take agreements and is already shipping product.

Kazera has a new and bold management team in place. It is productive and becoming a profitable company with great assets and sound expansion plans. A company like this is not going to stand still.

This of course is my own opinion, I am an investor in Kazera, so obviouly I am optimistic about its future. But don't take my word for it!

Well, it is early days. Geographically we are in a good position, with good transport infrastructure and mining traditions. In the south of the country there is Atlantic Lithium, and to the north of us, across the border in Mali, there is Kodal's Bougouni Lithium Project. FRG has the management and resources to move fast, as can be seen from the news so far.

swest42, there is a major international railway line running from the coast right through the north of the country. The road network is also good. Côte d'Ivoire has been, and is, investing heavily in its transport infrastructure. I don't think transport will be a problem here.

Tantalite - mining already and offtake agreement in place. Tantalite valley Namibia pegmaties. Water from boreholes, pipeline decision for production expansion.

Lithium & feldspar from the Ta mining. Already industry grade for glass & ceramics. Battery grade Li discussed in 'Lithium Potential in Namibia', compiled in 2020 when Li prices were depressed. Potential.

Diamonds - extracting already from beach sediments near Port Nolloth, South Africa. Area expansion licence imminent.

Heavy mineral sands - licence imminent as above. Cash flow within 6 months of licence. Ti-bearing minerals (ilmenite) and potential rare earths.

One thing I haven't seen any discussion about, is that the above licence application includes monazite, important mineral for rare earths such as Ce (cerium). https://sahris.sahra.org.za/cases/proposed-mining-application-whale-head-minerals-portion-remainder-farm-1-port-nolloth

RNS 30 Oct 2021: "Company anticipates that all its existing operations will be trading profitably prior to the end of 2021. It further anticipates being cash flow positive in early 2022."

Align in their 1 November blog links Kazera and Arcadia Minerals, significantly.
I agree with Fortitude and Funky about self-funding pipeline and expansion.
Kazera is growing fast.

£8M MCap? Amazing!

An interesting scenario. The way Alignresearch (the largest shareholder in KZG) wrote their report seemed to imply strong linkage between Kazera and Arcadia, at least on their resources. Perhaps this is speculation, but some sort of future merger could be very interesting. I think Alignresearch are working on a new report and valuation for KZG, perhaps to coincide with news from the company on the cash flow generation at the end of this calendar year.

Tantalum, lithium, diamonds, heavy mineral sands (a load of rare and scace elements). $100/lb for tantalite and the diamond income straightaway ($millions), with mineral sand and lithium to follow. And in a stable country. All for £9M market cap.? Wow.

High grade lithium and tantalum in a stable and supportive country (Côte d'Ivoire). Vital resources. Well financed. Good to get in early.

Neostars, you are correct. When GST reversed into GSR in 2018, our GSR shares were converted into GST (50:1?) plus some untradeable shares, presumably for the 'problematic' Sierra Leone assets. I can't check the details at present, as my share-dealing company is doing maintenance today, but it should be fairly easy to get the historic information from your broker. The GST shares we received from GSR means you haven't lost all your money !

I'm a regular reader of the Journal officiel https://www.sgg.cg/fr/journal-officiel/le-journal-officiel.html
There's a long article about Pointe-Noire in 4 Feb. edition. Going through the various mining related items in the last few weeks reveals considerable Chinese interest. Note that Zanaga is very different from Kore. The export routes for Kore is much simpler, and detailed in the presentation: trucking to Pointe-Noire initially, then a direct link to the sea. It is very close to the sea: about the same distance that Sirius was/is from Teeside. As fre1 says, the asset is enormous. There are serious negotiations going on, I think it was a reason KP2 brought in the 'deal-maker' Questco. I got into KP2 too early, and at too high a price, and have been averaging down until I am now finally in profit, so I'm obviously biassed. But I think KP2 will be very very rewarding for all concerned. This is a fascinating time to be in KP2.

0.4 - I feel optimistic today, and go for October's high, scaled down for the increase in shares (3055m to 3814m) and potentially up by the developments since October. Market cap of £15M+.

Yes, an excellent presentation. It brings together information from several different sources, and importantly includes updates.
The development is moving fast: 'low capital cost', 'high return', 'accelerated route to production', 'potentially disruptive in the market', 'environmentally sustainable', 'globally significant', 'ahead of plan'.
Financial discussions are at an interesting stage.
It brings to mind Align Research's comment: "Our view is that Kore will either be allowed to grow or be acquired."
Some week ago I reckoned that, in comparison with its peers, KP2 share price should be now over 2p, with uplift to around 6 as we approach May.

An interesting company. OIL and GOLD.
With current oil prices, there should be significant revenue this year on oil alone, especially if Whisby 6 and the other wells are also brought into production.
Then there is the gold. The GR system looks really interesting. This could be a real game-changer for the company.
Given some news on the oil wells and the gold, the company valuation should respond accordingly.
There are some big shareholders in this company, including the directors with serious holdings.
I suspect there are some deals being looked at, with the LVG out of the way.
3m Market Cap seems unusually low for a company with this potential. I'm in.

6.51 target price (Align Research)