Member Info for Poppyseed

https://twitter.com/tectonic_gold/status/1565239652365340672?t=wMtlouXLq7xjaYmAkEqjxw&s=19

Agree, mac.

Kenya REE is a strategic opportunity with an eye to continuance of strong future growth as and when the current crop of companies properly mature and either need less management time or become subject to tempting offers. On which subject, in the questions of the Investor Meet link below, DE is particularly open about his preference to return money to shareholders in future in the event of a disposal - but always with the proviso that they must still be left with a company or companies in their portfolio that are generating free cash flow.

Beg to differ mac, they have indeed signed the Heads of Terms but due diligence has not been announced as completed and nor has the deal completed because the first part of the payment is in shares @ 1.5p on completion which has not yet happened.

In his Investor Meet presentation at the end of July he refers to not having been to Kenya yet and it being part of his DD and in the questions at the end, he answers specifically that it closes when they complete DD and gives further info about what they still have to progress.

The interview is probably worth a re-watch in any case in the light of today's news:

https://www.youtube.com/watch?v=kD5rcQead7w - Investor Meet

Likewise this Dig Deep one which is very relaxed and has lots of info, not least his view of the next 6 months:

https://www.youtube.com/watch?v=bqU2Rhx8Ic0 - Dig Deep

mac, I think what must come first is confirmation of completion of due diligence and the deal having been finalised but, thereafter, they expected they could get a JORC out by late year/early next, around the same time that lithium and tantalum should have worked up to production/full speed respectively.

Now we also have a similar timeline to HMS production, perhaps including striking the Build Own Operate deal to enhance production x 6 and also to an exploration permit being granted for the huge adjacent beach with similar HMS characteristics, now that the principle of concurrent diamond/HMS production has been established. This principle being established is, in itself, a massive, unappreciated step forward for future opportunity for the ONLY company licensed to do this across the whole Richtersveld area.

Talk of a possible nickel deal being discussed too which, like the lithium deal, could come out of the blue. Not forgetting the MoU on other licence areas in Namibia and what progress that might see once other things begin to take up less management time.

All-in-all a lot of solid stuff likely to emerge over the next 6 months, all likely to help set a strong future course. DYOR

Sadly, displaying some of the lack of understanding of TTAU/KZG that they accuse the market of in their morning mining chat but possibly worth the listen all the same. Main thing right now is getting it out there. It's right at the start, first topic beyond the idle chit chat:

https://soundcloud.com/user-596578261/microsoftteams-video?

This one tells us more detail:

https://www.aquis.eu/aquis-stock-exchange/for-investors/announcements?view_news_id=3714290

For anyone interested in a reprise and registered with the Investor Meet Company, they've now posted up the full Q&As from the DE Interview - from the link, click on the Q&A tab:

https://www.investormeetcompany.com/investor/meeting/investor-update-23

https://www.miningweekly.com/article/third-party-appeal-against-walviskop-mineral-sands-project-dismissed-2022-07-28/rep_id:3650

https://twitter.com/ZaksTradersCafe/status/1552586732759040000?s=20&t=mW4JlaEk_mBPbmAM4pCYgQ

https://twitter.com/RodneyHooper13/status/1551599062557724672? t=5grdpeka0hiq9JFLktw2_w&s=19

KZG shares are also traded on the Aquis Exchange and this may well be the reason if anyone ever wonders why their trade is not showing up. I believe it's the case on ADVFN that they merge Aquis trades into their trade list but that is not the case on LSE. Instead, LSE has a separate Aquis listing for KZG which some may wish to note:

https://www.lse.co.uk/SharePrice.asp?shareprice=KZG.GB.PL&share=Kazera-Global-Plc

The quoted spread on Aquis tends to be much larger but the mid price tends to be much the same. Looking at the Aquis trades on Friday, this was no less true in the morning but by close of play I see there was an unusual divergence, AIM having a mid price of .97p but Aquis closing at 1.05p mid.

Might be a sign of something for Monday AM, might not be, but as a keen observer of these things I'd say both markets will very quickly move to a similar mid-price quote. The question is whether Aquis pointing the way more accurately in the supply/demand stakes? Next week will no doubt reveal.

Insert Vox Markets in lower case with no space where the asterisks are:

https://www.******.co.uk/articles/trader-s-cafe-with-zak-mir-weekend-bulletin-board-heroes-july-23-c14bb58/

Well, this bot is way too clever for me. Insert "vox markets" as one continuous word instead of the asterisks.

If necessary, insert ********** where the asterisks are

He's out there again this morning on Vox Markets:

https://www.**********.co.uk/articles/kazera-transformational-lithium-deal-7054a2b

"...clearly somebody (align?) battered the price at every opportunity this morning..."

Not Align, they are, apparently, active buyers...

https://twitter.com/AlignResearch/status/1549717018877779972?s=20&t=F9TKs1p8f0_P9xBcKKBrmw

https://www.youtube.com/watch?v=Uq8ai2m9JdI&t=10s

We've long been dissatisfied with PR but there's a real feel of change here these last few weeks, including the departure of deadweight directors (with due thanks to Align) and, just as important, the addition of their "quality" replacements.

Align have also moved to do regular interviews with our CEO and have said "watch this space" on Twitter. So it's also good to know there's more to come next week via this link, per this morning's RNS:

https://www.investormeetcompany.com/kazera-global-plc/register-investor

....and I also note that the website was taken down yesterday. Not before time because it did need a substantial update. I assume it will come back very shortly, fully updated with recent events and perhaps with a brand new look.

Transformational news, transformational feel. Lovely!

This link should be better:

https://twitter.com/ZaksTradersCafe/status/1549678805182287872?s=20&t=wXed5bX0BEHgRRXZbPI5-A

https://www.**********.co.uk/articles/trader-s-cafe-with-zak-mir-bulletin-board-heroes-july-20-f4fc981/