Member Info for SB_1964

Simms

Until recently I felt similar.. TK gets sold..

However, the current structure allows for a spread of risk across both ‘jurisdiction and mineral’.

Both countries have the potential for geopolitical instability, and both CU and AU fluctuate fairly dramatically in terms of market value, with different triggers.

So, keeping the two within a portfolio does markedly reduce concentration risk.

Add in the likely dividend payments from production and sticking is better than flipping. I’d say.

Are you living in a vacuum Plumb? “Where do they get their information from?” … sorry?

.. and waiting to enter at 4. something, is slang for I’ve just missed a 600% rise… but each to their own, and there will be a lot of upside from there too…

GL

Agreed.. we are seeing much better, intelligent contributions more recently..

A far more educated read than the Neanderthal “any money in yet” ballox from the idiot brigade

Long may it continue and my thanks to those who bother to research and articulate

Thanks NickE

It’s all water on the stone Rob… and you’d look pretty daft putting your name to this and then falling over

That’s actually very well said GT1..

I have been a material investor for 7 years, and it has been a difficult time, putting in mildly.

That said, the upside is quite enormous and I continue to believe that it will happen now.

Credit approval and the subsequent ability to take TK unconditional as a project is bigger than the sum of its parts, because it sets all domino’s in play and this initial funding unlocks and provides surely to many other downstream initiatives.

I will personally take a lot of pleasure from the ride back up from the abyss we have all been on. The capital appreciation will be considerable, but for me its eyes on the prize - the longer term dividends from very meaningful production, across 3+ mines.

Getting away from AIM will be a solid move, as will going public in Saudi… it has been a necessary evil.

The transformation will be significant when it rolls out, of that there is absolutely no doubt.

Danners - if/when the bank consortium piece goes unconditional then Kefi will, if required, avail itself of short term debt, as it’s done in the past.

A 15 minute slot for Kefi… Zurich fully expensed

HAA will just get through slide 1 and introduce all the other old boys taking the money and delivering Jack

It’s only Super if you can sell it…

At this rate we’ll all be leaving a load of Kefi shares to the grandkids with a good f luck message..

I had Planned on still being alive to enjoy my own savings, as opposed to gifting them in a much smaller box to the little ones coming through

There is a window now within which management can provide a ‘meaningful’ update to the market, with out giving away sensitivities.

It’s dragging isn’t it… and HAA is more wooly than he needs to be frankly. That is tedious and there’s a touch of arrogance there too.

A progress report to inform and settle the shareholder community is needed, and its fair and right to do so.

if this is going to drag on and on, and on… then some basic courtesy is due.

I see green…. must be the Con Doorman spouting usual delusional guff, or possibly that Chinese gentleman who needs significant help..

Ben

I understand your angle and I’ve made one visit to your channel.

Sorry, but there’s nothing novel or enlightening there re content, and a lot of fast-forwarding through your other investments to get there..

For me it’s a waste of time.

Suspect investors are happy to hold.. I am -

Perhaps more likely the traders will be selling to pile into the next immediate success thing

Credit committees are convened as necessary for a deal of this size.. there will be no waiting a set time

The civil war accounts for 2 of the 10..

The bank were supposedly almost ready to sign this off in Dec ‘22 - so how come they still haven’t 10+ months later with the same deal dynamics??

I’ve been here for the 10 years sadly.. and I’m world weary of this absolute buffoon

Agreed.. never in human history has finance taken so fakin long to not agree… okay “it’s Africa” baby but Jeeeeeez this is seriously ridiculous..

Harry is a full blown Walter Mitty character, no question - talks the hind legs of a donkey month after year after decade, whilst liking his little pockets

Enough ballox - time for some serious RESULTS!!!!!!

Thank you Rob… I guess that’s it ..

The interview sees HAA explaining that the consortium awaits one more regulatory sign off BEFORE credit committee approval etc… my question remains - what is this?

I thought the final regulatory clearances had been granted… I must have missed something

Can anyone please enlighten me/us on what this FINAL piece of regulatory consent still outstanding is????

Steady Rob

This is the chump who said we nearly closed this deal out in Dec ‘22

HAA does tend to talk absolute ballox

That said.. we might get a result 11 months after he said we would

Great assets, mediocre chairman