Where might this be in a month or 2?12 Feb 2026 15:35
Well, according to the RNS:
"7 pence per KEFI share is based on a gold price of US$3,000/oz, the Tulu Kapi NPV at construction start and the initial preliminary valuation of the 13% of GMCO."
7p at construction start. Except gold is currently US$5,000/oz, so presumably 7p should be a given, surely?
Hold for construction start, then re-evaluate and de-risk at that point will be my revised strategy; 5p recovers my entire pf, 7p+ recovers my entire pf and gives me the option to leave some in until production, a golden nest egg if you like.
A nice problem to have.