The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
My eyes nearly popped out of their sockets when I saw this bit of the Align take on today's RNS. Gotta grab a few more shares methinks:
"That big NPV(20) valuation is just for Walviskop however. Truth is that WHM is also in the process of applying for a Prospecting Right over an adjacent beach which apparently bears all the hallmarks of having similar characteristics to Walviskop – but is reckoned to be 34 times larger. To save you reaching for your calculators, 34 x £150 million = £5.1 billion. Yes, that’s right – £5.1bn."
A very good watch IMO:
https://event.webcasts.com/viewer/event.jsp?ei=1497518&tp_key=e9998a7a24
The 40mins flies by :-P DYOR
Interesting pic. Here's a reminder of what Sachin closed with at the end of an interview following the last RNS:
“...high impact activity taking place through a fully funded work programme associated with low risk opportunities that can come to the point of monetisation readily, and therefore we believe we are in this position of unlocking very substantial amounts of value for Reabold shareholders.”
GLA
here is the link, although an updated one will be released soo as they try to take in all the latest development, with an increased target price.
http://www.alignresearch.co.uk/kazera-global/kazera-global-sixfold-diamond-jv/
Yes they hold shares in the company - and they are very excited to be doing so.
"The stock price remains almost laughably dislocated from its fundamentals and prospects – something not lost on major investors but seemingly so on UK stock market participants."
Such a frustrating market at the moment. Even near term potential not being priced in.
Time to dig around the back of the sofa again.
DYOR.
The recent RNS re the mine's vast confirmed lithium resource being of "chemical grade for the Battery Industry" has been somewhat overlooked I believe, as was the related phrase "TVM continues to demonstrate multiple value opportunities for the Company and, with mining due to restart again shortly, we look forward to realizing potential this in the very near future."
A few years ago this update alone would've seen the SP rerate as merely having lithium in the ground even without a licensed active mine to get it out yet saw the SP of some junior miners sky rocket.
With the increasing pressure to stop making petrol cars and switch everything over to EV during the rest of this decade, I can see lithium stocks becoming 'popular' again. Add this factor to the soon to be functioning tantalum mine, 'feldspar', diamonds and HMS, the JV at a premium price, long term offtake agreements, further resource reports, the trading arm and any further acquisitions, Kazera has serious potential now, in the near, medium and long term.
As has just been mentioned, they have previously over promised and under delivered (particularly in the Kennedy days) - all the way down from 14p - which helps make the current SP a genuine investment opportunity IMHO. Of course, this requires a bit of DYOR on any prospective PIs' part - as should always be the case.
GLA.
Market mechanics presenting a real opportunity here SP-wise IMO.
Until the 2.7p JV is confirmed, this will be at the whim of the MMs if they have any orders to fill on the cheap in the meantime.
As an LTH this company is in by far the best shape it's ever been and if things go to plan we're all in for a very rewarding few years I believe.
GLA.
If the phrase 'SIGNIFICANT PROFIT' doesn't finally get the market's attention then I think maybe we're in the wrong game and may as well fiddle around with nonsense crypto as at least that's actually allowed to go up sometimes!
Light at the end of the tunnel indeed. We're gonna need shades.
GLA
misspent is a suitable name given my average here is nearly 6p :-P
besides that,
'With the Mine planning to put in an extension for the Flotation Circuit, this will put African Tantalum (Pty) Ltd at a forefront for lithium and feldspar mining as currently there is no lithium and feldspar industry established in Namibia.'
"TVM continues to demonstrate multiple value opportunities for the Company and, with mining due to restart again shortly, we look forward to realizing potential this in the very near future... These reports show the potential of further mineralization at TVM. Once we have added the flotation extension to the current Tantalum Processing Plant it will allow us to not just run the Lithium but the Feldspar as well."
Cool.
'Chemical grade' lithium and feldspar must admit am new to that one) confirmed to be in the ground.
Bodes very well for added profitability once the mine is up and running with according to the co will be soon.
Why whenever KZG has good news the LSE RNS feed is down?!?!?
Anyway, yet more to look forward to. GLA.
About as good an update as we could hope for short of the 2.7p JV officially going through.
They are so confident it's going to happen that they're already starting to spend some of it on finally getting the mine going, so they can then really hit the ground running as soon as the cash injection arrives.
Plenty of positive news to follow from across their projects over the coming months I hope. Could be a real turnaround story. Will continue to wait for 5p to recoup my initial foolishly substantial investment so see you in a year or two!
GLA
Compare UJO and RBD's RNSs and you wouldn't even know they're about the same thing!
S&S letting the side down again. It's either over the top or underwhelming. From now on can't they just say "What UJO said"?
GLA!
A great update from a great company. The markets they are addressing a truly massive and they don't even need FDA clearance etc. Getting very near commercial roll out, this is just the beginning.
Well funded, not a binary play, this is very much derisked and presently at that sweet spot between the R&D and major monetisation which most investors dream of.
DYOR.
Just been floated on AIM under ticker BVX. Raised 7.5m at 20p to give an mcap of 13m.
SP 25p on open.
Let's see what could have been if Motif holders had been presented with a more acceptable deal...
A lot of ex Motif holders will be keeping an eye on this!
Given what they have here, if this drop is due to a placing then I will LOAD UP if that happens.
GLA
Superb appointment. Shows real intent from the company and also serious faith from 'Dibby' - she's a big player and would only join if she knew the potential and wanted to be a part of it.
TEK is so exciting to be in right now. Am very confident their BELL holding will be worth more than TEK's current mcap alone. What price Lucyd with it's leading tech in an exponentially growing market? What price Salarius with their microsalt which could become a food industry staple, what price Guident with their essential IP in an imminently huge sector.
It's finally all coming together for real now. TEK is the future, and you can buy a slice of it today.
AIMHO. DYOR.
Hi all,
Just mailed Alan with a screenshot of my now delisted shares. Sort of scary how £41k can finally disappear in just a line on a text like that.
Looking forward to learning something along the way with the SAG - although perhaps am still a bit too angry with both myself and the company to be of much use at the moment!
I really don't see the point in any bickering here. What's happened has happened. At least the SAG might be able to get some answers on how it was all handled so badly, from not sorting the issues that triggered the NRL to the awful nature of the proposed RTO deal.
GLA.
80p. That was what the last spike bounced back down from. If it was to reach that again and break through then it's onto 120p and beyond but will need material news to drive it further I believe, beyond the albeit mind boggling potential now on offer here.
Well today's RNS is the most positive I've read from the company in a long time.
SP completely depressed however they now appear to be sitting on truly golden IP.
Things could get very interesting here over the next year or so...
GLA
Just emailed. Am in for 825k (av price 5p unfortunately!).
Thanks very much for trying to organise sthg Hasiba.
Everybody let's stick together and see what can be done!
GL