Member Info for Robjm66

Https://www.fanabc.com/english/amp/uk-deputy-pm-pledges-stronger-economic-devt-partnerships-with-ethiopia/

https://www.fanabc.com/english/amp/pm-abiy-ahmed-meets-with-deputy-pm-angela-rayner-of-the-uk-to-discuss-bilateral-multilateral-issues73100-2/

Harry did mention people from the UK helping with the new ESX.

Https://kenyanwallstreet.com/africas-richest-man-aliko-dangote-doubles-down-on-ethiopia-investments/ (Ethiopia investments)

The International Monetary Fund (IMF) projects Ethiopia’s GDP will grow by 6.5% this year. After launching its stock exchange in January and opening its market to foreign banks, the country is expected to experience a boom in private sector activity

https://www.proactiveinvestors.com/companies/news/1066297/kefi-gold-and-copper-tulu-kapi-financing-update-icymi-1066297.html

The key is having senior lenders putting up two-thirds of the capital for development and being comfortable to proceed, and we've achieved that. They made it clear in both their public and private statements at the African convention last week in Cape Town.

LinkedIn

“As a Strategic Partner at this year’s Mining Indaba, AFC actively participated in key discussions shaping the future of the industry. Executive Director & Chief Investment Officer, Sameh Shenouda took part in the pre-opening Ministerial Symposium and moderated a roundtable discussion on Downstream Value Addition. During the session, he engaged with industry leaders, including our partners at Nyanza Metals, to explore how Africa can leverage its mineral wealth to produce high-value products and drive sustainable economic growth.

AFC’s Senior Vice President, Investments, Franklin Edochie also participated in the "Africa’s Strategic Edge: Critical Minerals for a Global Clean Energy Future" workshop, which explored how Africa can leverage its vast critical mineral reserves for sustainable growth. The discussions focused on maximizing value addition, overcoming investment challenges, and shaping policies to position Africa as a key player in the global clean energy.”

Https://www.zawya.com/en/projects/bri/afc-chinas-cexim-sign-mou-to-finance-infrastructure-and-trade-projects-across-africa-rsine20i (AFC)

https://ethiopiantribune.com/2025/02/tulu-kapi-gold-project-ethiopia/

https://www.theglobeandmail.com/investing/markets/markets-news/Newsfile/30948014/ivanhoe-electric-announces-closing-of-public-offering-and-exercise-of-underwriters-option/ (Saudi mining)

Think we can safely bet you will be back though maybe not under the same name.

Most companies would not bother answering most of the questions put to it and its rare to even have a Q and A section on a website. However I see you are deflecting as you do not like the answers in the words of Jack Nicholson "the truth you can't handle the truth".

Https://www.kefi-goldandcopper.com/investors/q-and-a

Q: Have any KEFI directors sold any shares?

A: Director sales would be publicly reported and none of the existing directors have done so.

Q: As KEFI moves from explorer to developer to producer, will there be board and management changes?

A: New directors have regularly been appointed at both the parent and subsidiary boards.

Likewise the executive teams of operating companies TKGM and GMCO have been refreshed several times including significant changes in the past year as the required specialities changed with priorities.

Q: Certain pundits suggest KEFI’s calculations of NPV are questionable. Please explain the basis of calculations.

A: Some contextual comments:

We regularly report a range of NPV’s eg “for Lenders” as compared with “for Investors” and also for difference gold prices, ranging from “Lenders' Assumed Price” to “Spot Price”.

Our latest Presentation is on the website and provides such a range. We provide our opinion and enough information for investors to select their preferred basis of estimate.

Our gold equity analyst advice is that listed developers’ “potential valuation on the stock market at the start of production” is the +/- the NPV (at 5% discount rate) at that point in time and that, in the interim, the market at any point in time reflects its risk discount against that NPV – pending the company demonstrating its risk-reduction as it moves through stages from pre-permitting through to production.

For such inter-company benchmarking of potential value/market capitalisation at the start of production, we are advised to discount at 5%. As a comparison we tabulate below against different gold prices and also a 20% discount rate.

For the table use link at top of post.

Pointed out before that the SP bonus price target in my view was too low considering the potential but that's an improvement on no SP target at all. Of course if you are someone that has argued before how valueless TK is or it will never get of the ground or the company will never hit those SP highs it would be pretty hypocritical to turn around now and say the target is too low. I guess we are just lucky you have always been a been a font of boundless optimism.

Gold price been on a run since the bonus was fixed and kefi has gained serval licence areas hence lower NPV then and higher now. Doubt anyone will be moaning when the shareprice is multibagging to trigger the bonus.

That’s because he is not good at the marketing side hence talking of him ramping…

It’s one factor for the low share price and it not reflecting the underlying assets. His attitude is that if you lay the ground work and increase the underlying assets the market will eventually catch up and or catch on.

One 7 minute proactive interview where he only mentioned a few factors linked to TK and did not mention Saudi at all that's not a bit of a effort even for harry who is not the worlds greatest salesman.

What's rubbish is you raising the point at all. If he was regularly selling shares it would be pointed out all the time by yourself but feel free to track down the last time he sold any shares on another website I will wait.

Hmm well I guess you would have to look at how regularly he sells shares by clicking on the director buy sell column at the top of this page then factor in his level of confidence that TK will get over the line and they will get a good offer for Saudi and ask yourself would he sell before these two things.

Https://www.zerohedge.com/markets/schiff-warns-stagflation-monetary-kryptonite (Gold)

https://addisinsight.net/2025/02/13/ethiopias-gold-exports-surge-735-foreign-currency-inflows-jump-23-3/

https://www.thenationalnews.com/business/economy/2025/02/13/locally-made-robots-and-copper-mining-top-2025-saudi-agenda/ (Saudi copper)

https://www.africabusinessplus.com/en/822728/allied-gold-plans-280m-investment-in-kurmuk-gold-by-2025/ (Ethiopia mining)

The joke is Ad hominem attacks are constantly used to attack Harry and drown out any discussion of the company. The main problem with your posts is there length and frequency. Also you are probably worst for picking people out for personal attacks.

As for Harry a year or two down the line he might not even be at kefi as the company could have been taken over or he could have retired or moved on.

"His emphasis on how KEFI has been actually driving improvements for Ethiopianising KEFI demands more appreciation" yes that's key keep them happy with a taste and kefi should get more areas as well.

Sorry all been out. Bonkers see the deal going through march if its straight forward all cash deal and one deal stands out from the rest. If its a complicated and has lots of parties to it maybe April but that’s just my educated guess. The reason I do not see it dragging on post that date is Artars wants to crack on in Saudi and Kefi in Ethiopia probably on the new licence area plus any that may be given to them in the near future by the Ethiopian government Artar of course has licence areas combing out of its ears. Another factor is potential buyers can see the gold price going up are they going to hang around and see if its break 3000 then spikes then they have to pay more?

1.You would be better of asking if any exploration is being done in Saudi or are all efforts there going towards increasing the value of JQ and Hawiah ahead of a deal or sale.

2.Things might be “targeted” to happen in tandem but will depend on the deals on the table at the end of month in Saudi and they will not know that till the end of the Month. For example they might have an cash deal that is far better than any other so that could be done very quickly or Artar might do deal where they have a increased slice of one project say JQ in exchange for a bit less cash and kefi would way it up against any cash offers they get or yo might get a deal where a buyer want to be a partner with Artar and wants to inject cash into GMCO at the same time so you end up with a three way discussion.

Could also end up they get increased funding offers from the consortium for TK reflecting the higher recent gold price and then there is no need to do the both in tandem.

3.Think they might have by now.

4.Harry has a big slice of kefi it more or less his retirement fund as he has been being paid in kefi shares.

5.Well some info already out there but maybe its worth kefi walking people through it.

Voted you up for trying to be constructive for a change do not get carried away though.

Https://news.cision.com/akobo-minerals-ab/r/akobo-minerals-reports-january-gold-production-and-details-on-new-vertical-mine-shaft,c4104112 (Ethiopia mining)

https://ivanhoeelectric.com/news/ivanhoe-electric-announces-public-offering-of-units/ (Saudi mining)

https://www.kitco.com/news/video/2025-02-11/rick-rule-how-to-make-millions-in-mining-stocks- (gold)

https://www.youtube.com/watch?v=9yBungOFifs (gold)

Https://www.zerohedge.com/precious-metals/why-chinese-gold-mania-may-be-starting

https://www.youtube.com/watch?v=x9G-RvZ-_tk gold silver

https://www.theeastafrican.co.ke/tea/business-tech/imf-chief-sees-strong-progress-in-ethiopia-s-economic-reforms-4920874

https://www.fdiintelligence.com/content/news/saudi-eyes-brazil-in-fdi-minerals-drive-84608 (Saudi mining)

https://www.zerohedge.com/precious-metals/gold-tops-2900-china-pushes-insurance-companies-precious-metals

https://www.zerohedge.com/precious-metals/londons-gold-shortage-symptom-global-economic-anxiety

Https://goldprice.org/

https://www.kitco.com/

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