Member Info for mac4671

Read this part as many times as it takes -

"This embraced the relaunch plan of the NKT nickel dominant mine which immediately became the focus of detailed assessment by our team and our technical consultants, Wardell Armstrong International. This confirmed that significant nickel sulphide ores remain, and we are now working on integrating their development with our existing Battery Metals and PGM reserves, located next door.

The further expansion of nickel and copper in our existing metals basket allows us to develop the mix of outputs from the Company's project portfolio as Battery Metals, which can be supplied into the growing demands of the modern world. We expect Kola to be a key area for future supplies of these critical metals and our projects should benefit from 'first mover' advantage around the well-established refinery city of Monchegorsk. This first mover advantage has also been further upgraded with our agreement with Rosgeo, which holds other interests in the immediate area which our project can potentially include."

Try a question on the relaunch if an RNS does not land prior to the AGM next week, given that both land area size and Nickel has been added to the license application!

GLA

As per Richards tweet, Nickel is now registered for the Travanya license application, you know, the app that was altered slightly a while ago -

https://twitter.com/pw_lx/status/1540224346119192578?s=20&t=z16U_T2jGXXPhu6xfkR7Cw

Re-modelled ore body and resources i would say!

GLA

No, that would be similar to a Bed and ISA (limited to 20 grand), if anyone has ever done one there is always a price difference, even more so on a rise like Friday's. Those are two large buys at 0.99 imho

GLA

" Potanin, known as Russia’s “Nickel King”."

https://www.mining.com/web/lme-wont-ban-nornickels-metal-as-russian-firm-isnt-under-uk-sanctions/

I believe he will, i believe some assets at his doorstep will allow him to keep his crown one way or another!

GLA

No, 0.99 for both, both are definitely buys. There were similar ones on the morning of the investment RNS, it's quite clear that it's someone moving in with large buy chunks tbh.

Pointless creating a capital loss in an ISA, there's no tax to pay lol

GLA

It could be a Chinese investor getting in, or, a institutional investor taking a position. They're certainly not your usual every day guy size buying chunks that's for sure!

It's a good sign that someone has such confidence here, but, it is to be expected after the recent news.

GLA

That could be a big news drop prior to the AGM tbh, if it's now registered there they should have a figure which would be a good talking point next week if they release something!

The BOD and team never stop working, we're lucky that the registers are open to public eyes these days as they give you a far better picture of the true background work going on as we all wait!

GLA

Same one who bought on the morning of the RNS? Could be the same buyer accumulating in large chunks perhaps. I wonder if it might be a Chinese investor. Were yous getting the 10 mil buy sizes prior to this weeks recent RNS's mentioning the Chinese?

GLA

1st payment on Monday and the investor meet company presentation on Wednesday. It's the start of a positive shift forward for creating value from the Lithium at the resource over there.

I hope some picked more up on the dip, seemed like a good opportunity to not miss out on!

GLA

AGM next week, i'm sure the BOD will have many answers to the many questions that will no doubt get asked!

The SP will do what the SP always does, move around a bit, not entirely sure why people cling on to such movements unless they're trading it. It's irrelevant to any LTH who is waiting on sale details and the like!

GLA

Indeed davey50, the latest news is highly positive and that first payment lands Monday. I think MM's had a little fishing trip for shares tbh, just before things start progressing and they have to start adding the new investment value in to the equation!

GLA

I see that cloud, investor meet company presentation on the 27th as well -

https://twitter.com/KazeraG/status/1549649764257513473?t=dcELDfWa41LyuWqP7dInzQ&s=19

First deal payment arrives Monday, investor presentation 2 days later. It's certainly looking more professional on the investor relations front imho

GLA

There we go, thank you very much for sharing that cloud9surfer!

GLA

These initial payments for this new deal, which start landing on Monday, need the relevant media presence to circulate the information.

There are many investors who use twitter and are always actively looking for where the next green energy required resources will come from to make the switch happen. It's primarily what's driving the Lithium demand right now, EV's and grid storage picking up speed.

I did use their website message service to suggest it to them yeaterday, but, i've had no reply thus far!

If anyone had an alternative contact route then it's logical to suggest to them to get an active social media presence in place, especially since they look to be bringing Lithium online in what is the relatively short term.

GLA

They could do with an active twitter presence, from what i can see they've not been active on there for a long time.
News like the Tant off take and the Lithium deal would have hit home with many others if it had been actively circulated by the company on their twitter page.

The last tweet i can see is in Aug 2020, that's an insane length of time to have been social media silent. Of course, Covid has hit different places at different levels, but, now that they're firing positive investment from the Chinese news out they should be more active on their social media feeds tbh -

https://twitter.com/KazeraPlc/status/1291463659869343747?t=2TZ06EDo-V3F-0tUR8MT0w&s=19

That would be a negative to me right now, their social media presence!

GLA

MT will be gone to the buyer as a very minimum i would say. I know we've done this a few times now, but, the mine there needs to start being constructed next season to meet any of NN's upgrade plans at Monchegorsk. You have to assume that both will be planned to arrive at a production ready and complete stage at the same time, plant done and the relevant goodies being extracted and processed out of the ground ready to be fed in to NN's new fancy greener facility and transported on their now fancy rail logistics infrastructure.

I can't really see any other logical way that such a huge complex begins to be taken to production over there. The Chinese in the situation arrive via the likes of Sinosteel, who, most probably, will also help secure off take agreements for the finalised NN wares. Possibly may even come in as part of a consortium with NN to buy assets from Eurasia as and when they have been JORC's and are ready to head in to production and increase wares to meet the relevant forecast increase in demand.

Rosgeo JV, the decision on what assets to take on ends in March next year, again, it's another thing point to this year as they'll have to have it done prior to the hard winter setting in over there imho. 24 months given in March 2021, they have rapidly disappeared as we have waited on the M&A news if i'm honest, we're almost at August now and so are 2 thirds the way through that given 24 month window!

GLA

It's quite easy to understand that China will take all of the Lithium and little marketing will be required now that Xinjian are here -

"which will see Xinjian investing to acquire 49% of the new SPV to be formed by Aftan, which will have the sole rights to market the lithium produced in Tantalite Valley by Aftan."

It's basically a JV with Xinjian for the created SPV for the Lithium part of the resource, it's quite clever how they've done this part as it kills two birds with one stone. Plant modernisation and Tant output increased and a company brought in from the current biggest resource processing nation, China -

"What Is a Special Purpose Vehicle (SPV)?
A special purpose vehicle, also called a special purpose entity (SPE), is a subsidiary created by a parent company to isolate financial risk."

Looking at the current SP it's very hard to find any negative right now, when that first payment lands on Monday there will be even less as you'll know the plant upgrades to include the Lithium will have began!

GLA

I see max19 -

"· Diamond mine pan plant now installed and commissioned

· Cashflows from diamond operations expected to substantially improve"

I got back in on the Chinese news tbh, the Chinese extract and pretty much take anything they need. With battery grade Lithium here they were always going to show up sooner or later, even more so as South Africa is a member of BRIC's.

Did they ever get that pipe from Orange river put in place? It was just Tantalum and talk of that pipe the last time i was still in here.

GLA

The Chinese have been dominating the Lithium industry for a long time now, it's quite clear why they have arrived with investment after having myself a very brief catch up of what has taken place at Kazera recently -

"As part the study demonstrates, there is considerable economic potential for feldspars and lithium at the Mine as a constituent in the production of batteries, ceramics, and glass, among others."

--------------------------------

"When it comes to processing lithium, China is in a league of its own. The superpower gobbled up about 40 percent of the 93,000 metric tons of raw lithium mined globally in 2021."

https://www.wired.co.uk/article/china-lithium-mining-production

GLA

They are concrete figures given yesterday, they're M&A figures as the Chinese company is now essentially a JV partner for the Lithium. Their JV aspect covers the needed plant upgrades and ensures the Lithium is extracted. You don't even have long to wait for the initial payments to start rolling in -

"with US$ 100,000 due on 25 July 2022, US$ 400,000 by 15 August 2022"

You don't JV unless you have done thorough due diligence on the operation before striking any deal -

"· Non-dilutive investment of US$7.5 million in cash, machinery and services"

I've watched this share for a long time after being in it previously, your recent news involving the Chinese is the most positive news the company has had here in a long time, the investment case underpins a specific value to that one aspect of that resource -

"The transaction values the Company's lithium assets alone at in excess of US$15 million."

Of course, you'll need more Tantalum shipment figures to play with to get a better idea of the other offtake aspect of that resource, again to the Chinese, but, they will come as they upgrade the plant and increase production there -

"The transaction values the Company's lithium assets alone at in excess of US$15 million."

GLA