Member Info for Pinecone54

So Mark!

Just to be clear!

When we see that $80-100 AISC “margin”, is that actually the profit number?

The fact they mix both AISC and margin in their comms is confusing me!

I always thought AISC was your all incompassing costs ?

PC

Whilst we await the elusive news, just like confirmation and thoughts of our use of the term AISC ( margin )!
So let’s say we are selling for $300.
We then say $100 for total profit ( AISC margin).
Is the balance of $200 used to pay off debt, run the business?
Based on the current multiple of 8000, gives us quite a bit of leg room?

PC

Perhaps they needed the money urgently………as their shares dropped by 70% today!

PC

I’m here and have been for some time,but unfortunately, regardless of the upcoming news, be it good or bad, one tweet in near on five months, doesn’t cut the mustard!

If we want a new bunch of investors to be enthralled by our business model and revitalised by our website, then we simply “must” do better at the marketing!

Let’s see what the year end results looks like, perhaps they will surprise us to the upside!
Hope so!

PC

You cannot tell me “this” is all conjecture?
Surely not!

PC

If only “we” knew…………. I’d promise to tell you all!

However, we are well overdue such information!

PC

The one thing you can say about a BOD that just gets on with the job, as shown with Utah, not much was broadcast up till the notification of this new business venture!
So…….. hopefully, Russell has been busy and can finally pull a rabbit out of the hat at the last minute!

PC

If you run this through, page two will give you a guide based on what we knew then!

https://kerasplc.com/wp-content/uploads/Shard-Capital-Keras-9-9-2020-R.pdf

Lots of positive change, but SP still hasn’t recovered !
PC

Bit premature to be upping the anti on Togo!
My email was very much centred around the timing of info to the market!
And getting some twitter feeds out on the various subjects discussed!
Having said that and re thinking the London meeting, I was sat directly opposite Graham, when the Togo question came up, I’m no body language expert, but it did look and feel that he wasn’t comfortable in making the reply!
It was left to Russell who followed through with the same old, same old!
Now could it be that they “do” know the reason/s and perhaps NDA’s are at play!
Or my own thoughts, that they have had a much improved offer from the Chinese and both business and political issues are holding up anyone progressing!

Only my thoughts for what they are worth!

PC

Just had email reply, here in full !

We are well thank you, hope you’re well? Good to hear from you and appreciate your candid email & quite right we’ve probably not been vocal enough over the winter season in the US, although of course a lot has been going on to get ourselves into the good position we’re in for the commencement of the spring planting season in the California Valley. I’m currently at the World Agricultural Expo with head of marketing Jean Du Plessis in Tulare, California catching up with existing clients and getting our brand out there to new distributers & end users so you will see some news flow from this event and we’ll work on improving the frequency of our communication on both our US and Togo developments.

Appreciate your support as always & look forward to talking again.

Kind regards
Graham

Whilst it continues to be a little on the quiet side, yesterday, I sent an email direct to Graham Stacey!

My main focus being no news for coming up to four months and his last comments whilst on the webcast!

“We look forward to updating the market on a routine basis-constantly giving positive news out into the market place”!

Hoping for an early reply and will advise the response!

PC

Yes, I was there, in person, with one other shareholder and managed to get five minutes with Graham afterwards, that chat gave me some confidence for our future! ( but he did seam nervous at the beginning!)

You can hear me asking some naff questions at the end!

PC

I was hoping that after attending the “new” beginning presentation, in August, that the comms, that had up till then had been pretty poor would improve!
So here we are some time after the updated presentation and it’s as if nothing has changed!
I realise we have a potential sixty year mine life, but many investors want, need, reassurance of the current situation!
Any social media updates would be helpful to give us clues as to progress and to give investors an idea for the future prospects!

PC

Good points Robsky, but shouldn’t we be hearing this and more from the group, even if only in a few social media outputs!

PC

Well there’s been some action today on both exchanges, shame it needed it to move lower to attract the deals!

Thinking things were meant to be getting clearer after the change of direction with our agencies; but still need more communications, otherwise the s.p. will drift as shown!
Hope the year end sales are worth the wait !

PC

Chesh!

It would appear and results can testify this!, his role in Keras was tenuous at most!

So a full time job would be a preferable position!

Time will tell if we made any progress from the relationship!

PC

Ministry Delegate to the President of the Republic, in charge of Energy and Mines, Togo.
Government Administration
Implement and ensure the follow-up of the State policy in terms of mines, hydrocarbons and energy.
You could take his appointment, one of two ways, in connection to our business interests!
a) ensure follow up of the strategy!
b) a conflict of interest, previous with Keras!

PC

Well…… at least we can expect an update from Calidus in the morning!
Be very surprised if we get any news here, till after the break!

PC

Agreed, many here are patient LTH’s!

Cannot seem to get onto our site currently!
But when it does get back, worth checking out the Shard Capital’s analysis; if I remember they had Utah at ( £0.0021 ) that’s before the 100 consolidation event and the fact we only then only owned 49% of the Utah business!

PC

Hi Iajan ( and welcome!)

They came in a few months ago where they gained a large chunk of our business during a placing!
Now have around 10% of the shares here!
They came in but it wasn’t obvious what their intentions were, we are still awaiting any real imput as to why, apart from we also see the need for phosphates in this current climate!

PC