Member Info for Juxtaposition

Wigwammer - It's clear we don't agree on the length of the cash runway, which is fine. I guess time will tell on this for both sides.

* moderators obv don't like the word f a g for cigarette packs

syn00gold. those calcs are indeed fit for the back of a *** packet. imm should already be in discussions for the next raise. salaries in fy24 for 6 staff were £1.18m. on top of that you have the board / execs + operational expenses, r&d costs etc with no income other than a tax cash credit via rdec. it's simply not possible the have cash in to 2027. if no deal is announced then they might, might limp through to end of q1 2026, but that's best case. whilst the 23/10 rns said h1 2026 tim can just throw in an 'exceptional item' to disabuse said statement.

Xcoder - if you have seen the interviews then in terms of short term price action, it very much does matter. Very much.

Indeed. Lovely start to today. The powerful flare attracting buyers??

Wigwammer - AI scrapes - that’s is the correct terminology.

The use of AI to predict a deal is nonsense. If I started up a small pharma company and did a couple of interviews blabbing about breakthrough tech and that I'll have a deal wrapped up by 31/12/2025 then AI would conclude on the evidence it has scraped that the probability is that I would conclude a deal. Jsut.such.a.nonsensical.use.of.AI

Prob around -5% for he day at close

Seems to be no focus on the price today. Book is thin; weighted for limit sells and MMs in control of the bid. Will there be another 25%+ bounce of 9p or will it slip down this time?

It will be interesting to see what happens when Lanstead are out. Will the brakes come off? The blind spot is that now they are below 3% there is no need for them to declare again.

OSD - those numbers were what the L2 book said at the time I posted. Buy or sell pressure would have moved bid/ask to those figures, but in the end, not much happened as volume was so pitiful. Stating the increase or fall would have been guesswork, hence why i simply made an observation.

OSD - refer you post 11:55 where you mention April completion (for a project that few are interested in, unless it's being used to ferry Tim about from bio conferences to deal meetings). What is the point of guessing about when lanstead are out - such guessing carries the same relevance as your musings on resin application. I'm not going to go back through you postings to find out about a rowing boat if its all the same to you.

P.s can you provide ther basis of your assertion that... ----> "Lanstead will be out this week - possibly by Wednesday - we wont get any news before this happens"

No mention of April in your 10.02 post OSD. Notwithstanding, your stated aim is completion in 04/26; same principle applies. I might be back in within 4 weeks and I'll make sure I do read any RNS correctly, thanks.

OSD are we back on the bona fide Christmas promise nonsense again. The business has iterated in the 23/10 RNS that they have a 'stated aim' of a deal by 31/12/20205. Pause a moment and actually interpret the words correctly. To help you here's an example 'OSD has a stated aim of repairing the hull he is working on by 30/11/25'. You might complete it, but you might not - but your stated aim is to complete the repair by end Nov.

*Angel

Broker note (SP Angle) " KEFI Gold and Copper offers a compelling, high-impact re-rating opportunity as it transitions from explorer/developer to producer. Fully permitted and development-ready Tulu Kapi Gold Project in Ethiopia accounts for >90% of our Group NAV estimate and is now entering the final stage of funding, with first gold targeted for 2028. The Saudi JV portfolio provides meaningful upside through the advancing Hawiah and Jibal Qutman projects, both benefiting from strong local partnerships and supportive fiscal regimes. With strong gold market sentiment, a robust funding structure, and improving security and regulatory conditions in Ethiopia, KEFI is well positioned to deliver significant value uplift as project milestones are achieved through 2025–26" (apols if already posted)

It's actually slightly up Orb, there was a UT on Friday that moved the closing SP. The RNS neatly confirms a lot of known matters and market reaction so far is fine. Any hint of negative or delay would not have been well received. This is a critical moment for KEFI. Forming a higher base to move up from.

Don't forget what could become the infamous RNS of 25/10 when the business threw in the 'subtle' change of narrative.... "stated aim"

Massive gap up to 10.7 on ask; equally bid could drop to 9p without much traffic. Which way will it tip going in to close.