Member Info for SB_1964

They are two separate JV’s

Well said Rob.
Enjoy the ride…

DVH fully agree with you.

Another solid incremental step today with the JQ licence.

Patience will be hugely rewarded here.

Jam tomorrow this is not, but a serious medium term investment which will perform better than nearly everything else over the next 5 years it is.

Rob

Ma y thanks for all the research here… I have no doubt that we are seeing the formation of a platform which will give Kefi (G&M) its dual listing..

What an absolute coup and a total game changer it would be if Umm ad Damar comes home….

The overall Kefi opportunity continues to broaden and give investors a spread of risk across significant opportunities, asset classes and jurisdictions.

Enjoy your weekend

BRITISH BULLS a HIT for sure……

When the imminent news breaks we won’t need any half baked recommendations, the price action will take care of itself.

You’ll be up 600% this year…

Thanks Rob

Heavily in the public domain now… as the man says “15 years to be an overnight success”

Not long now for those who have experienced a good chunk of those 15 years…

When this goes, it will seriously go…..

agreed Bear, that could well be the likely play out..

This was the headline piece in the Addis today.
The news item below was “Ukraine donates 50 mt of wheat to Ethiopia”

This is firmly on the country’s National radar now.
They must be sure of project close and commencement of mine build phase in the very near term.

Otherwise, you just wouldn’t tell the whole country it’s on, would you???

Resettlement, roads, electricity, security…We’re on!!

Gotcha…. but essentially both are within 1 week of each other, give or take 24 hours ….

Forgive my dense-ness Smelly, but if 09 22 isn’t Sep 22nd, what is it then?

Tigray shows no signs of interfering with TK.

I have 22nd Sep in my small memory bank as a day for some sort of signing in/around financing.

Can anyone enlighten me on this, or are we now looking at October for the significant signings and project close for TK?

Thanks in advance

Yes FJones…. he is an achiever, tenacious and determined - unlikely to take much notice of some of the disparaging diatribe on here.

All I’m interested in is wealth creation in the medium term - I trust Harry to deliver this.

Thanks Rob

I say bravo Harry for that presentation.. he did well and the story is getting bigger and better all the time. It is just time…… I’m ok with that.

It’s bloody easy to sit in bedroom 2 with a beer and **** off people ad infinitum via an anonymous name and a keyboard … he doesn’t deserve that.

I was impressed.

Thank you Mafs.. and I 100% share your optimism.

After what has been a protracted period of delays, due to geopolitical turmoil and regulatory stagnation, in our two regions respectively, we now have clear air ahead and a shared sense of urgency across all parties, focusing on "closing out"...

Plenty of opportunities for share price stimulation between now and the eo Sep ‘22… and for the spring to get more coiled… I’m also pleased we remain on track re timing, and there are more definitive dates for milestone agreements/signings etc….

I am a big fan of the progressive realisation of pre determined goals.. that’s how you achieve success.

Rob

Thanks for sharing…. RF is absolutely on the money re commentary on the geopolitics, geology and opportunity emerging in Saudi.

I’m currently travelling through the Middle East, and only today discussed the reinvention of KSA and the transition from fossil fuels (as historic free money for the family business) to the mineral asset succession plan now being rolled out.

This is now purely about seeing who’s patient and “gets it” … if you are and do .. then there really is no need to be affected by much of the short term, uninformed, dumb guff that wafts here daily.

I

My understanding is that broadly NPV and market cap gain parity around, or prior to early production phase.

Yes. .. this equalisation over time is the key to value with Kefi, and similar investments.

Value is in de-risking and in narrowing the gap and time frame between asset and market.

I have no doubt that Kefi will become a serious mid tier producer. Either that or the business gets acquired at a good price.

Either way it’s lift off and blue skies ahead.. and some