RE: Mf 201721 Jun 2025 18:18
Wow Bonkers — that was a bonkers reply (in the best possible sense). Really appreciate the time and effort you put into it; it took me a while to read through and properly digest. Your concerns are valid, especially from a PI’s perspective — the contradictory messaging, the shifting timelines, and the perception of inconsistency are frustrating. But I think the key lesson here is the need to separate delivery issues from uncontrollable context. KEFI has suffered from a long list of external constraints — civil unrest, ratification delays, and multi-party syndicate complexity — that no amount of optimism could bypass. We can analyse and debate communication style endlessly, but at this point, the only thing that really matters is signing. Once that’s done, the entire investment dynamic changes.
To his credit, Harry acknowledged the communication issue directly in the most recent webinar. I’ve always believed that transparency, when thoughtful and sober, is a good thing — but dumping information without framing or rationale is just noise. A more accurate criticism is that Harry has over-communicated and over-promised — not always deliberately, but likely as a way of sustaining optimism through a long, politically tangled process. That’s where we, as PIs, need to read beyond the headlines and factor in the realities of frontier investing. That said, your post does miss some crucial context — especially around the fact that KEFI couldn’t legally or financially progress without ratification and syndicate confirmation. That context doesn’t excuse everything, but it does explain a lot.
Also, let’s not forget — Harry’s a mining CEO, not a PR exec. His core skillset is deal-making and gold production, not crafting soundbites. Still, I do hope that after this webinar, he’s taken a step back to reflect on how his communication style is impacting sentiment and, potentially, project momentum. I actually emailed KEFI suggesting they invest a few thousand pounds in proper communication training or PR advice. When the fundamentals are this strong, yet the share price lags, you have to suspect it’s sentiment — and sentiment, unlike geopolitical delays, can be influenced.
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