Member Info for MrHumble

Payments are linked to the US dollar (reducing local currency exposure for holders).,,,

Well if gold is going to fly up, the value of the dollar is simply going to thank, probably more than the birr looool

Q&A's, Podcasts, articles lol. All little capo boards make livings from those YoY

Shall all await the official channels of data.

I'm not going to waste my time explaining this, but i think in future hindsight for most, it will be an interesting reflection. Have a great spike. Going to need it.

https://x.com/YankTrain17909/status/1967207163279106159

TO be fully transparent and fair, the bulls and shorters are most likely hoping for the same thing. Some reaction to an RNS

Bulls, hoping it signals the start. Shorters, wanting a spike out of the way.

It's amazing how often two parties can have the same want, initially

Was just told to update this sentence 'When all sophisticated parties in a financing arrangement avoid 'material net impact' exposure to the company's share price

Final thought:

When any company attempts to obscure total debt and exotic instrument rates, it is mostly to obscure what the best case scenario net life cycle return can be , thus making it difficult for holders to work out a future ceiling market cap. Many would do this in particular, if the net cycle value is around or below current SP in market cap valuation terms.

HOWEVER - KEFI may indeed print all the details. The pro's will know in an instant. We would not.

Unless................you know the dark side

Adieu

When you see them in action, 'and trust me - some of the best' this is where 'trading takes precedence lol

GLA Have a great week. back for the fun.

Don't ask me to interpret. A few fundamentalists starting to take an interest elsewhere. But i think really waiting for the detail, or lack of - to really drill it hardcore.

KEFI's proposed Tulu Kapi financing structure shows that none of the sophisticated financing partners are seeking returns tied to KEFI's share price performance. The debt providers are offering fixed-rate facilities, while preference shareholders have structured returns linked to gold prices rather than equity appreciation. Similarly, streaming partners have arranged physical gold delivery arrangements, and Ethiopian government partners have structured their participation through direct project ownership rather than KEFI equity exposure. This arrangement raises questions about the risk-return profile for KEFI shareholders, who would remain exposed to operational and political risks while other stakeholders secure returns more directly tied to the underlying asset performance. When all sophisticated parties in a financing arrangement avoid exposure to the company's share price, it may signal concerns about potential discounts between market valuation and underlying asset value. However, KEFI maintains that the structure provides the necessary capital to develop what it describes as an economically viable gold project, with final terms scheduled for completion in September 2025. To be seen.

Just a thought for Sunday. Within the whole structure, none of them really care about KEFI share price? They don't have to. Of no interest at all to their returns.

Its great watching the gerbils getting minced step by step, as they also likely lose 70-80% economic value at the same time#

Sad

See y'all next Friday

Clever though? No cost to the sub - no doubt any reimbursement will have to be used towards covering in a DSRA

In essence, passed the buck to you lot, no cost to the sub, and parties get their own money back into a risk reserve?

Really sets the tone if you ask me

GLA

You got diluted. No reimbursement can change that 'sign o the times'

Nature....

Right back at next ping. I can't wait to be entertained gain

GLA

Can't stop laughing. 'KEFI PLC, no revenues, an absolute pig of a stock for many years, mostly held by institutions'

hahaha

Mature must have been reengineered here

Top 10 all nominee retail associated. Then you have many not in the list, retail holder accounts such as AJB, BARC and another 100. So in reality, id just deduct whatever is in actual proper fund names in RNS's and the rest is retail in reality

Probably meant 74% retail just in nominated accounts

At least i hope so. Hate to think funds were dumb enough to get slaughtered all the time lol

76% or whatever

ffs

You lot have hilarious headlines

Have a look at the top 10 holders. Often is a quick view of what the 'institutional' group is

Do you know, if say 60% is with a broker (pooled PI), it's going to show as institutional