Member Info for Mafs

LOTM,

Unfortunately, directors are people, and most people are financially clueless. The country encourages everyone to accept a credit-based economy, which leads both businesses and individuals into debt.

What this does mean, however, is that certain stocks are incredibly undervalued.

I hope for those suffering that this does come good.

I agree LOTM.

The directors are that, Directors. Most businesses are run by those wanting to try and succeed their products and services and sometimes, too often, believe they will manage to reach their targets in time without the financial pain.

I think their patented products have a market and can generate revenue with profits margins exceeding their own mcap.

I do feel this company won't go bust like many fear. But without risk, there is no reward.

GLA

I think there are unfortunately bitter shareholders which I can understand given the decline in share value over the years.

This was the same with ORCP. They also raised £150k at 0.125, doesn't mean the company is terrible just financial strain.

Look at it now, trading 5 times its recent raise!

See if the projects have any value, if they do then invest at these lows.

Directors must have news on this, hence the rise.

600k Mcap this is going to explode!

"The Company is in meaningful discussions with several well-established Tier-1 third-party ASIC vendors that have expressed their interest in development of the ASIC and, should it commence, the Company plans to select one of them. This ASIC vendor would undertake the ASIC design work based on the Company's existing UEP product and semiconductor data processing technology that is available today on the UEP FPGA SoC.

The Company estimates that the overall non-recurring engineering ("NRE") amount for the ASIC would be in the range of $15m-$17m, including ASIC design, contribution to Ethernity and the associated IP, which would need to be funded by the prospective customers and be accompanied by minimum purchase commitments for the finished product."

GLA

What people don't realise unless they've been investing for a long while that no news very often is good news. There's no negative RNS which indicates work is being done in the background to get this signed.

Delays are very normal in such a scenario. Months even years. The question is are we getting closer every day, every week, and every month. Answer is, yes we are.

Last RNS states that the Bank have concluded their requirements. What they all want has been wrapped up. Now it's about getting approvals from every notable person in the AFC who has a part to play. It involves multiple parties. All it takes is one meeting to iron it out but that is far from the case. One member simply needs to suggest "next month" and the committee has to respect that including Harry.

This is outside of his control, but it will happen and when it does, your fear of a 20/30% placing is gonna be miniscule compared to the 100's of % upside. Most analysts say its a 10 bagger minimum from to 5/6p stretching to 10p +with all projects.

The 1st bank has signed, this has led the 2nd banks to jump on the bandwagon and formulate processes to get this signed.

Mark my words, only time will tell, but its a case of WHEN now and not IF.

TW and many others are adamant this in process. But most importantly, DYOR and have patience.

GLA

Even if Omar and co are in it for trading. In that case we should follow to also make money??

Thats even more of a reason to invest. If he makes money hopefully so should we because we're relatively early in the grand scheme of things.

If he's in this to make money, he will make it work - we can tag along!

GLA

Yu has sold her shares it seems, which means this will now correct itself as the sell has already been factored in.

There is only 1 way from here... thats up.

GLA

On September 18, the company reported that early works at Tulu Kapi in Ethiopia were "progressing well," with all required inspections having been completed satisfactorily. Executive Chair Anagnostaras-Adams says: "We steadily work through the early works programme and preparing for the launch of major works. We remain on track for entering into definitive commitments from the funding syndicate next month, enabling financial close and triggering of the major works. We are grateful for the support and collaboration being received from the community, government agencies and our project syndicate. And we are lucky that the gold price keeps setting new record highs and Ethiopia has now re-joined the world's top 10 growth countries."

GLA

"As previously reported this quarter, we remain on track with our high-grade Tulu Kapi project in Ethiopia, our flagship and most advanced venture. Thanks to the Ethiopian Government's substantial efforts to ensure safe and internationally compliant development, the Tulu Kapi funding package can now progress towards project launch"

GLA

Could this be the last? Could there be more sellers lurking?

I am happy to buy, and hold to find out.

The target analyst price is 85p and we are not happy with it dropping to 14p from the 17p placing, really?

How fickle and how impatient are we retail investors!!

After the sellers are out, we will move for sure.

GLA

As others have said, there must be another large seller in the back ground i think. So the 362k seller wasn't the only one left.

Just a matter of time until this move. Question is, how long can you wait :)

GLA

Hopefully no more big sellers lurking about. This has no reason not to return in the higher double digits.

Globally one of the biggest resources... just needs a little rns boost to push this into place.

GLA

Https://www.marketbeat.com/stocks/LON/PANR/forecast/

Target Price: 85p

% increase from 15p : over 400%

Buy or sell: BUY

https://www.tipranks.com/stocks/gb:panr

Target price: 85p

% increase from 15p: 466%

Buy or Sell: Moderate buy

https://markets.investorschronicle.co.uk/data/equities/tearsheet/forecasts?s=PANR:LSE&gad_source=1&gclid=Cj0KCQjwo8S3BhDeARIsAFRmkOOCCctg8skQapMArz6W_vdxf6ozNsADe1-O4x-2waSg4xDKqd44pioaAhrhEALw_wcB

Target price: 84.07p

% increase from 15p: 460.5%

Buy or Sell: Buy

Theres too many sites to list, but there is a consensus with the analyst and none have challenged it or disagreed.

The analyst I believe is from Wall Street, and he knows what he's talking about.

As soon as the seller is out, this will fly and people will be buying in at much higher prices.

GLA

What investors see in the RNS:

- Inspections which are a major part of the sign off are now no longer required whereas before it was.

- All co-lender requests to date have been satisfied and our focus is now on optimising the equity capital segment of the financing. The requests from banks previously were ongoing and were being discussed. This is now done.

What traders and non-investors see in the RNS:

- signed next month repeated again and again

- repatriation of communities repeated again and again

- Final documentation being worked on repeated again and again.

Investors do not look at what remains the same, rather they look at what is changing and has changed whether it is slow or fast makes no difference. If the change is positive then it is a positive update. And of the change is negative then it is a negative update.

Repetition isn't negative if the process to change them is continuing even if its slow.

As an investor, ill be content with realities/RNS's staying the same whilst being worked on by Kefi instead of realities changing for the negative i.e. security getting worse, or Gold suddenly being non-mineable at TK, or a major lender had pulled out, or community doesn't want to be repatriated anymore.

Instead we are getting a continuation of the same reality with good progress.

We will surely reach there, and when we do, all RNS's will be forgotten and the race to predict what multiples this SP will be would ensue.

How many historical examples of of SP' have we had where the chats were negative and the doomsday naysayers were out in dozens... I urge you to go to GGP before they went to double figures and see if you can read the comments. It is similar or worse than Kefi.

With the gigantic rise, everyone forgot those folks and parted with their money.

We are at 0.60p

- with almost 1bn in ground gold value at TK alone

- 1st major bank already signed

- JV with govt and local investors

- Gold price extremely high making 1 year mining capable of repaying entire sign off debt

- Saudi assets bigger than TK, rates top 20 in whole of Saudi Arabia. Plus Saudi Stock Exchange floating of Kefi to reach Arab multimillionaires is a strong possibility

- 350+million finance package in process as the company slowly crosses the t's and dot's the i's.

- significant room for further expansion of resources from all angles.

All this for 0.60p a share? People must actually be insane.

I'll take that any day and everyday.

GLA

Newly invested based on the CEO's statement here:

Jay Cheatham, Pantheon's Chief Executive Officer, commented:

"A successful Megrez-1 well could be massive news for our Company. With a management best estimate of prospective recoverable resources of over 600 million barrels of marketable liquids, set in a conventional reservoir, analogous to the recent discoveries on the north slope. the implications for Pantheon are positive on many levels."

GLA

What do you think?

Interesting times ahead!

GLA

Nope.... that definitely was not me guys (though I wish lol).

Looks like someone will retire soon if this plays out.

Great buy and very, very fortunate.

All the best to those invested and those who are contemplating alike.

GLA

It is a broken record.

To hear the same promise again and again, but in the mining world, things move not at days or weeks but in months. Meetings are taken monthly and at times very little gets done. So it is only with patience and perseverance will it be worth it.

On top of this, there is the necessary dilution to keep the lights on and to unfortunately pay for the lifestyle and wages of the directors who's responsible to fulfil our business interests. Its a necessary evil.

So failed promises + dilution + delays VERSUS a potential 5-bagger and a 100mil PA explorer to producer transition for Kefi.

This is what you need to outweigh. When this is signed, that 4/5% dilution that we cry about because of the placing, will be miniscule.

No one would even bat an eye lid at 5% loss when the SP does 50/60% a day.

This is why when investing we have to make sure we look at short term pain and misery versus long-term gain and prosperity.

These pains will be forgotten.

I know this has all been said before by many others, but it's always good to get a reminder.

- proven JORC verified resources

- 100mil PA returns

- JV with the government and locals businesses

- Saudi assets one of which is the top 20 mine in the country

- multiple zones for expansion of resource and drilling

- security apparatus in place continously at mine

- general stability established around the mine

- 1st bank already signed the finance package which is no small feat because they are specialists in understanding risk/reward ratio

- 2nd bank pending signature - not because of failed due diligence checks, but because of outstanding minor items and bureaucracy. Confidence boosted by 1st bank

- finance package is multiple large of current SP on Mcap alone.

..and many more positives.

We. Are. Nearly. There

14/08/2024 12:53

Account: ******

Account Name: ********

Buy/Sell:

Buy

Quantity: 5,443,175

Amount: £ 30,275.00

Incl. Charges: Yes

Stock: KEFI GOLD

Order type:

Limit

Limit Price: £ 0.0056

Expires: 14/08/2024

Status:

Dealt

Dealt: 14/08/2024 12:53

Settlement: 16/08/2024

Price dealt: £ 0.00556

Quantity dealt: 5,443,175

Consideration: £ 30,264.05

Commission: £ 9.95

PTM: £ 1.00

Net Value:

£ 30,275.00

LONDON STOCK EXCHANGE - AIM

GLA

FYI

The £30275 trade was mine and it was a buy. So that trade does not form a part of any wild "forward selling" theories people have put forward! :D

Just thought I'd clear the air.

GLA