Member Info for Poppyseed

What is all this placing talk? At the AGM, Richard Jennings specifically voted against giving the Co capacity for a further placing.

Now he is CEO! Work it out!

Apologies for the shortened link - LSE didn't like the competitor's link so hope this works OK:

https://surl.li/orishc

I'm with HL and the warrants have shown up on my account today.

Https://x.com/i/status/2021484403013071233

No doubt it will all depend on the final legals. Right now, as I understand it, the case remains under post-award appeals by Hebei but one day the Court will determine the outcome - pay up in full or hand access back to KZG per the contract. Can't see any meaningful agreements able to be struck with other parties while that legal uncertainty persists so all to do with Court process, not the Board.

That said, what is meaningful and comforting is the likely strong new interest in Aftan in the event of Hebei failure and consequent KZG reclaim of the mine. Remember mine ownership is not the question here, that never passed to Hebei since they did not pay in full. We just await final determination of the Court process and which of the two possible outcomes will be the case.

Https://www.youtube.com/watch?v=lS7e-ZBt7tQ

Https://x.com/i/status/1998751991703515276

I see PTWC have published a piece on the background to their withdrawn objection re 2A, now leaving the runway clear for an imminent award of the mining licence - in fact terms of the MOU they cover in the article are actually contingent upon this award!

PTWC are obviously keen to big up their part in proceedings but what pleases me is how evident it is that Whale Head/KZG have clearly and willingly worked towards a resolution for the benefit of the local community - something Dennis has often referred to in his interviews. So now bring on 2A!

https://protectthewestcoast.org/post/landmark-port-nolloth-fishing-agreement-underlines-vital-role-of-public-participation-in-mining-application-process/

Https://polaris.brighterir.com/public/kennedy_ventures/news/rns/story/x200qzr

A perfect opportunity to pose whatever questions anyone wants to pose, be it on TVI/Namibia or HMS or Diamonds or the anticipated speed of scale up or whatever. Don't scratch heads on here, sign up and ask the horse's mouth - but be quick, advance question submissions close at 9am tomorrow!

Https://x.com/StockBoxMedia/status/1992895976663568792?s=20

Https://www.youtube.com/watch?v=vO7hE6VytNI

Yeah, I think it's true that the Company has not commented on any 2A objectors but back in April, I myself may be guilty of having added two and two and getting five. If so, I apologise but what I'm referring to here can be seen in posts on LSE on or around 27th April, mainly between Animal and myself but also on Telegram around the same time.

This PTWC speculation on my part may or may not be at the root of today's announcement but, either way, today's RNS makes it very clear that such formalities as were necessary to clear the runway for the DMRE to award the licence have now been concluded positively.

Https://youtu.be/MLxTfjbEj2o?si=bTaGNMl-z3VCiBCS

Just to add to that, I say are/were because, by my calculations, following the last conversion, Catalyse have no remaining warrants and our Chairman is the only remaining warrant holder. Of course, any change to his holdings would be subject to reporting.

Re the warrant conversion the other day, the only holders of warrants are/were our Chairman and our largest shareholder, both of whom have separately added to their stash fairly recently.

So I'd say any notion of them letting their new warrant shares go is highly unlikely.

Good luck with your timing! Here's a great summary of the value here:

https://x.com/BlokeOak57182/status/1950100518103040149?t=QQLWAmsaI_WmWS_6c9jdng&s=19

Good summary, HfH! Me too!

Would only point out that June to August in South Africa is Winter!

Obviously not good from an employee's pov but given the old management and the financial straits of the Company at the time, pretty easy to understand why these things occurred, if true. An alternative might well have resulted in no Company at all - and wasn't she the Deputy Finance Officer so wouldn't she have been central to such decisions and the reasons for them herself?

New management, finance raised, new game plan and good signs of progress, different times now. I suspect the recent change of Registered Office was linked to appointing a new Secretary and Finance Officer, thereby streamlining costs and Boardroom. Like I posted earlier, she appears to have known the score for at least 7 months. I do sympathise though because at the time she was appointed DFO in 2023, GC did say the plan was for her to step up to the CFO within 12 months. Sadly, bad things can happen when you put too much trust in the wrong people!

Well her LinkedIn activity profile would suggest she started applying for other jobs about 7 months ago so I don't think it's anything more than the ways of the new management team either not suiting her or them having having directly signalled there'd be some streamlining and changes.