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Early stages of a technical breakout of the price, underpinned by an unstoppable gold price hike AND a major transformational update re: Saudi interests.

There's a reason Kefi are changing their name to Kefi Gold & COPPER and reflective of the magnitude of the news due any day.

It should be a Gamechanger for the company & shareprice and sets us up well for the major news due due 'Well ahead of October' as the official RNS states.

Zac Mir predicted a rapid, unobstructed technical breakout to 2.5p - the fundamentals show us why!

This is the start of the GGP rise we saw recently when the price went from sub 1p to circa 12.5p.

I want to make sure I'm part of the next massive Gold riser, so really good to be holding KEFI stock for the breakout that looks to be about to happen.

Likely people derisking out of fear that LC will do some type of bad deal.

Someone else is buying 46k at 2.3

Facts our that at 5 mil, with over a million onces being funded to production in a rising gold market
I'm happy to hold while the deal is concluded.

A strengthening gold price and TRANSFORMATIONAL news expected from Saudi, should see a rapid Re-rate of the share price, into and then beyond the 2.5p predicted by Zac. We then have the focus of the financing conclusion due 'WELL IN ADVANCE' of the previous October timeframe

Good morning all.

Expecting a rerate to completely different trading range as await full funding news shortly.

With gold at 1800+ and continuing to rise

1.3mil ozs/ and able to produce 35,000 -70,000 Oz per annum

Resource upgrade due with deal close that will increase current numbers

Currently a 5 mil mcap

When we know 14 bidders have been shortlisted, finalized and about to be selected.

Seem the only reason we're priced this low is because of LC...

Massively undervaled opputunity

On close of the now projected 30-35 mil. Katoro will rerate to 6-10p 15-25milmcap funded to production in 18 months with gold above 1800.

HIGHLIGHTS:



· The Study demonstrated an unlevered Project Net Present Value ('NPV5') of US$131million, a 25% Internal Rate of Return ('IRR') and a Return on Investment ('ROI') of 260%


· Mine life of 25 years building to a production capacity of 500,000 tons per month and 35,000 ounces of gold production per annum. Overall production of 661,171 ounces of gold over the 25 years, generating revenue of US$992m


· Low cost operation with an estimated All-in Sustaining Cost ('AISC') of US$727 per ounce of gold and an All-in Cost ('AIC') of US$920 per ounce of gold. Total Project capital costs of US$110m across the life of the Project, with peak funding requirement of US$36.4m


· The Study utilised a gold price of US$1,500 per ounce compared to the current price of c. US$1,700 per ounce


· Based on the current data available, Minxcon has estimated the potential Mineral Resource at the Project which is used in the Study to be 1,290,000 ounces of gold with 277,000 ounces in the Measured and Indicated categories and 1,013,000 ounces in the Inferred category


· Following rigorous independent evaluation and assessment the Project demonstrates robust technical and economic viability

Production of 35,000 Oz per annum to be optimised to 70,000. Dyor, at 5milmcap, re rate soon

A much stronger investment case building up with the rising Gold price and definitely adds a stronger push to the near term push to 2.5p, Zac Mirs predicting shortly

https://www.share-talk.com/share-talk-bulletin-board-heroes-wednesday-8th-july-2020/#gs.aas85t

Gold prices rising to new highs, underpinning the strong price move to 2.5p indicated by Zac Mir today.

Sentiment turning for kefi Gold and Copper, as we await the Saudi resource news due shortly.

Gold surging and katoro about to be fully funded to production anyday now. Gold tailers have a lower all in operating cost than a mine. No brainer

Even greater confidence that the deal will be done.

Tulu Kapi Project Economics

From a gold price-risk viewpoint, the development and finance plans withstand a flat gold price for the next ten years of c. US$1,100/oz - which approximates the lowest gold price experienced in over ten years. The average gold price for the past ten years was US$1,365/oz.

At the current gold price of circa US$1,700/oz, KEFI estimates:

· net cash flow of the open pit mine to be US$481 million; and

· the Definitive Feasibility Study ("DFS") based NPV of the open pit (US$300 million) added to that of the PEA-based NPV of the underground mine (US$110 million), totals to the aggregate Project NPV at 8% of US$411 million. NPV's are on after-tax cash net cash flows as at today.

On this basis and after taking into account that KEFI has already invested nearly all of its contribution to the Project equity, KEFI's 45% beneficial interest in Tulu Kapi only is US$185 million (approximately £153 million), about nine times the current market capitalisation of the Company.

https://goldprice.org/live-gold-price.html

Zac Mir just posted his TA on Kefi - 'once it breaks through 1.2p, it should have a clear run to the 2.5p level....the rising moving average levels suggests it's going towards breaking through the resistance level and then moving into the price range indicated'

That Oilbit chap states:-

" Not sure how you can say hands will be shook in September"

The OFFICIAL RNS of 1st July states;

"....to ensure the required Project equity is secured WELL IN ADVANCE of the closure of the full financing package in October 2020."

Deadlines may have been extended previously, but now we're dealing with 'specialist Int mining financers', who will operate on a more specific timeline adherence.

This is a complete game changer and reiterated by the CEO in the interview of a few days ago.

Do we really not see a significant & sustained price Re-rate in the coming few days and thereafter a market focus on September full funding conclusion, focusing any uptrending price!

The question is, do we believe an OFFICIAL COMPANY RNS or an anonymous poster called 'Oilbit'?? ;)

Many wish they could have been part of a GGP type rise but that requires a clear vision in anticipation of events unfolding.

Dyor, it's all pretty clear when objectively viewed in that way.

Gold miners are taking precedence in the coming days and KEFI is right at the top of that list for a very major Re-rate expected soon'

Looking good for the afternoon. Shifting to 1.5-2p range 30-40milcap would make sense.

After Saudi news and into August 40-80mil is absolutely achievable as we approach conclusion of the deal. Which is 2-4p range

On deal done I believe anywhere between 4-8p is achievable. 80-160mil Mcap would be fully justified.

Your either paid or its your intention to talk the share down. It's also might be sihn of trauma from past impatience and losses, don't bottle it now when it's all about to come good for you.

Everyday is a day closer to news.

I believe shortly low 1s and 20milmcap will look very small and we will re rate to a more reasonable trading range.

Relax into being.

All calls signs show

- deal with 14 bidders is being shortlist and finalised any day now.

- that the deal will fully fund and unlock revenue for years to come.

- awaiting optimization to make the fundamentals even disproportionate to the NPV once funded.

Everyone has distrust for LC but is it that he's a gangster, or is KAT about to conclude a deal in high demand while gold is hitting highs.

Kibo ovens 50percent of the shares in KAT, so it's his intention to get kats share price higher and not dilute by any mean, and they don't need to right now.

7milmcap before news woukd be 3p

10p is 20mil mcap on conclusion of a 30-35 million deal into production in 18 months

Spreadex are the only major holder who may be selling, they are under 5 percent at 90ish million shares on the 02 of July

Rab have been only adding and need to keep above 10percent to keep there nominated advisor

A reduced holdings RNS from them would bode nicely as the breaks get taken off here.

1.5-2.0p would be a 30-40milmcap. When you add Saudi and TK that absolutely makes sence at this point for KEFI copper and gold.

Saudi news confirming over 1.4b in copper due

And TK deal to be done in September

KEFI is confident that u/g drilling where avg grade 5.7g/t, is capable of increasing the resource quickly. The 140koz pa initial production target can rise to 200koz pa. All this excludes satellite deposit. The open pit NPV is x10 mcap of £18m and including the underground, closer to 19x.

100mil mcap is 6ishp and would still be undervalued at that mcap once deal is confirmed.

It's makes every bit of sence it will be. These prices will likely be gone before the weekend and saudi news due anytime.

Per annum to KAT for two decades.

NPV5 at 131mil before optimisation. Straight forward project, I feel 2.4-3p before news is likely. Patience for week or two to find out. Should start a significant Re-rate

https://twitter.com/KatoroGoldplc/status/1279841449572515840?s=20

That's just TK.

Plus

Harry's recent interview mention they would end up with more like 45-60 percent, by settling with an offtake agreement for the 80mil for the first 3-4 of production.

Saudi about to double the NPV.

That's why I think 1-5 to 2p before Saudi makes sense, and why when the deal is concluded 100milmcap would seem cheap