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As it appears that there will be a significant lithium shortage in China's refineries, they will be desperate to keep their machines running, so the price of raw SC6 is likely to skyrocket. Topped up some more today.

First major shipment, paid with $21 million receipt. SP hit .62 with revenues and steady production. Kodal Minerals is arguably the most relevant pure play on the LSE right now.

SP is very cheap; expect gains today once the potential bid news sinks in.

Almost? Imagine where the SP might be when they are there..

SP only up 2%, should make at least 5% +++ today.

5 to 11 pence per KEFI share as at the start of construction, no negative news in RNS; time to buy in my opinion.

On my broker ii updated today @1.8585p 17% discount.

Yes, 3i's growth has been exceptional, fully justifying a higher sp to nav. Diluted net asset value per share was 2,857 pence as at September 30, UP 12% from 2,542p at March 31. The percentage return on opening shareholders' funds was 13% in the six months to September 30, higher than 10% a year ago.

Quote Chief Executive Simon Borrows: "The total return of 13% represents a very good first half for the group. Our long-term hold assets, Action and Royal Sanders, continued to deliver excellent compounding returns.

It is not a sinking ship, quite the opposite and stock markets have recently achieved record highs.

98% of 3i's Private Equity portfolio companies by value grew earnings in the 12 months to 30 June 2025.

Don't think Actions French stores are a good indicator for the EU's future, oversold imo.

The mechanic you describe is a common, sophisticated private equity tactic known as a Leveraged Capital Restructuring and Reinvestment, and the benefit is primarily Compounding Equity Value by increasing ownership of the most successful asset.

It looks circular on the surface, but the net effect is a significant financial advantage for 3i.

Action's new store growth completely outweighs any minor LFL softness. New stores bring massive, entirely new revenue streams, ensuring double-digit total sales growth for the foreseeable future.

Possibly, but many new investors since then. The .4p days it was mainly speculation and share dilution.

Kefi has been busy, and their latest achievements in closing big financing with banks and the Ethiopian government deserve more credit imo.

Its always a tough road to gold production, but Kefi are on their way.

Yes! To you it is; others are easily scared. If it's so obvious, why isn't the sp 2P+?

Don't let the AI market shorts scare you out of your shares, Kefi's sp is still below the BIG financing agreement that was signed.

Best government-backed, gold mining opportunity. Not without risk but huge gains to be had here!

Hold for the Divi until tomorrow; today's drop appears overdone.

The finance for mining gold is already de-risked, the last PI part is oversubscribed, provided that seller stays away and people digest the Huge last RNS, we will see 2p+ by the end of next week. As kefigold says "Last chance" to buy at these low prices!

The last RNS is not priced-in yet; in fact SP went down. No need to get excited about the next one.

Enough good things are going on with Kefi to feel very confident about the future.

Still too low, a step in the right direction today. SP was 1.7 before the US$240 Million Debt Offering was signed.

Most other wannabee gold miners are stuck short of cash, low-value rights issues and heavy share dilution.

Not here, the train has left the station!

Everything is on track as planned.