Member Info for Pinecone54

Shame ………all that good intentional text……. eight months on and we are none the wiser!

Hope for info soon, on any front, would be beneficial for the shareholders!

PC

As we all know,trades need to go both ways!
We now, just await the update, of any sort, to allow investors to make any corrective action they deem necessary!

PC

Large sized…….late reported trades !
Could be institutional clients looking for a way in!

PC

This amount of trading just cannot be due to the fertiliser!

Surely?

PC

Hiding in the wings are trades between 12.15-12.34 ( buys?)

8.5 million
9.0 million
10.00 million

It needs a pinch of salt here to say if it’s a game changer, been here before, we will need a RNS to clarify, what is currently just speculation!

PC

It would certainly look like that, but not knowing any agreements made with existing or new customers over price, can only base figures on the Shard assumptions!

But still looks a promising start!

PC

According to my Utah spreadsheet, year one we sell at $260 ( margin 12%)
Year two we sell at $260 but our costs drop so ( margin 35%).
Year three we sell $277 costs drop again ( margin 49%)
Year four we sell same $277 cost drop again (margin now 62%)
Year five projected to be sell at $285 cost fall to what we hope will be the norm giving ( margin of 68%).
All this available in the Shard report September 10th on our website!
Just need a confirmation RNS to confirm all in place for these encouraging figures!

PC

I could be a trifle concerned about Russell, when ( if ) Togo gets a green light, based on his last statement!

“when I look at our portfolio of assets, I remain more “excited”than ever for the future of Keras and would like to thank the team for their commitment and dedicated work, and our shareholders for their continued support."

PC

Hopefully our sales desk will be inundated with requests from the USA farming community!

“Farmers should talk to their retailers sooner rather than later to discuss their options for purchasing fertilizer for their 2022 crop needs.”

PC

Could it be

We find ourselves………..a English company, with a South African CEO, in an French speaking African country exploiting minerals, to be shipped to a distant country which would greatly benefit from the processing of the materials?

And as such this one just doesn’t gel with the Togolese decision makers?

The big “boss” however, may well prefer another very large country, with mining interests worldwide, to not only exploit the ore, but would also I bet, exploit their workers!
Still it would satisfy the great “time lord” with respect to recompense for him and his entourage!

Hopefully, end of month we may at least have an update on Utah!

Like your current thinking Markyess!

PC

What can I say, but how lucky we are to have such a professional CEO in Dave Reeve!.

There was so much ground to cover during this video that I’m going to have another couple of listens to catch all the nuances !.

Dinner or diner popped up again, this time though, feel we “are” on the trail of something to add,in the medium,term to our existing assets!.

Perhaps when he is finished in Aussy he can take a trip to Togo and get the show back on the road!

PC

https://m.youtube.com/watch?v=DFCmm5RBXJw

Thanks for the link!

Be very interesting to see how we balance,using these potentially increased prices, with a longer term view, to developing a good customer base!

As we “currently” have a 60 year mine life!

End of September to see some positive results (fingers xx)!

PC

Hi Idunno!

“Keras will publish a second interim statement for the six months ending 30 September 2021.”

But your question just brought back some funny memories, when we didn’t………expect!

https://m.youtube.com/watch?v=Cj8n4MfhjUc

PC

Manganese-doped topological insulator bismuth telluride layers, Mn atoms are incorporated predominantly as interstitials in the van der Waals gaps between the quintuple layers and not substitutionally on Bi sites within the quintuple layers.

Exactly what we need right now !

PC

Steve Shepard - Calidus Resources

Presentation to “The Australian Institute of Geoscientists” on the Klondyke.

https://m.youtube.com/watch?v=gkKnfnb0bZc

Detailed presentation of our project, including detailed history of the structure!

“Warning” you may end up learning something new!

But …….it’s very technical, with long geological terminology, but still a very informative and interesting piece!

Good luck, find a quiet spot where your not disturbed to watch !

With thanks to Goldnugget over on HC for the initial lead!

PC

Row getting ducks in the news before good!

PC

Hi Andee

Thanks saw that on HC, progress on site looks good, do you recon we may pour earlier than forecast?

PC

Ok it’s an update, but surely in PR terms something on Twitter to accompany the news is common place, even a simple picture of anything related would do!

Whilst it doesn’t mean a jot to the MC , it would make us feel a little better!

PC

Perhaps it’s to follow!

Given the very low valuation of each share………it’s not surprising that we cannot guesstimate ( buys or sells)!
Even with larger values, it’s not that clear either!

But, would be nice to see some blue in the near future to brighten up the board!

PC

Togo

“Whilst securing the final grant has continued to take time, we remain confident in the process and continue to work hard to look to unlock this.”

Chairman
Brian Moritz

Hopefully our new recruit has better luck getting the job done!

Then will deserve a bonus……. perhaps!

PC