Member Info for SEA7

I know these organisations hold shares on behalf of numerous clients as they are all nominee accounts, with the exception of FIL and it is not insti buying.

I notice that even though the shareholder list has not been updated since the 25th november 2013, there is a significant difference between that list and the one on the december presentation. The list on the presentation dated six days earlier on the 19th november, has 5 organisations holding over three percent, representing 33.3% of the shares in issue, whereas the list on the website, shows ten organisations holding over three percent, representing 53.13% of the shares in issue. This was a significant increase, I wonder what the position is now, some three months later.

I have emailed the company to let them know that I favour a sale of the kenyan operation.

http://www.businessdailyafrica.com/Migori-gold-firm-tables-exit-option-as-loss-hurts-group/-/539552/2212010/-/s5pg25z/-/index.html

This flash note is dated 17 january 2014, it is virtually word for word of the update from today. I guess they made a mistake on the date of it... january instead of february. http://www.goldplat.com/media/BAhbBlsHOgZmIk4yMDE0LzAyLzE3LzE1XzM1XzU1XzY3Ml9TUF9BbmdlbF9SZXNlYXJjaF~igJNfRmxhc2hfTm90ZV9KYW51YXJ5XzIwMTQucGRm

from the update... The Company is confident that it can expand its business benefiting from the tax free status substantially into the rest of Africa and even further afield, and will work to achieve this during the remainder of 2014. It is the first time I have ever heard them make any reference to, outside of africa.

India may be about to relax the gold import restrictions around the end of next month, as a result of their current account deficit being halved this fiscal year. China and india may be competing for physical. http://goldnews.bullionvault.com/gold-india-021720146 also from fidelity... My view is that it may be too early to start allocating heavily to gold," says London multi-asset fund manager Eugene Philalithis at Fidelity. "However, if the view on gold prices changed then I think mining stocks would deserve a look." http://goldnews.bullionvault.com/gold-price-021720145

If gold rises, then all the initiatives that are being put in place and are already in place will give even greater benefit to the company, The best time to buy, is when the company is facing challenges and headwinds with a share price at an all time low.

What this all means to me, is that a serious internal restructuring and streamlining is and has been taking place, which will result in the company being leaner and more efficient, with a lower cost base. FY numbers to end june 2014 aren't going to be that good, although they do state that the company will still make a profit. They say next year will be better with all the initiatives bedding in, in other words from 1st july 2014. They hint at options being considered for kilimapesa may give respite from losses and potential for value. Outright sale that says to me. Divi could be suspended this year. Pretty dismal in the short run, however, looking further out into the 2nd half of calender 2014 (1st half FY 2015) the work in progress should start to bear fruit. The whole feel is that the company is able to withstand the current environment, with a lot of scope to emerge in better shape. The company is dealing with the challenges and the share price is reflecting the current sentiment. It will be interesting to see, when the closed period is over, after the interims are out, whether the BOD decide to buy a few or not.

Reminding us of what we already knew, regarding the interims. I note that the update mentions the RGA and how the company was not able to send concentrates for further processing, meaning a delay in revenues. This was a one off situation. There are lots of positives here, such as the liquid cyanide which has resulted in major cost savings. Fine carbon and rubber mill liners business increased substantially and will further when the incinerator is commissioned next month. The operating profit will be materially lower than last year. We have expected this. I have added a few more this afternoon at 5.7p.

This small article is an interview with the ceo of a company called mc process, which installed the elution plant at the kilimapesa mine. Not much detail, however, they do state that it is a 500kg loaded carbon per cycle plant. Back then, in 2012 it was working as designed and exceeding its criteria, with no call backs in three months of operation. http://www.elbconstruction.co.za/downloads/news/elb_7_12.pdf

lol, thanks

vsa have been in cape town for the mining indaba conference, so it would make sense to go along to goldplat's site in benoni for a look, whilst there.

seeing the volume spike to over a million shares early in the day and the price moving to the upside, might signal the trend reversal that we have been waiting for. or not, as the case may be!!!!!

http://www.mining.go.ke/index.php/2013-06-10-13-09-38/2013-10-04-12-20-02/viewdownload/15-mining-licensing/70-minining-report-on-review-of-mining-licences-and-agreements-final download the report in the link. Kilimapesa is referenced in the appendix as number 175 in the list. There is a few gaps in kilimapesa's assesment, however, no crosses, which I guess is good.

At the moment, for lots of over 100k shares you can buy for 6.25p and sell for 6.2p. mm's trying to get a market going!!

over the last five years, the interims have ranged from 23 feb to 7th mar. So not long to wait. We used to get a trading update in january, however, Ian clearly does not subscribe to the idea of trading updates and will only put out an rns if there is something significant to say, it seems the new way is, that we'll just get the two set of accounts per year and any housekeeping rns's as they become due.

wrong board - sorry!!!

http://thesharehub.com/

http://www.proactiveinvestors.co.uk/companies/news/65648/update-antrim-energy-shares-soar-after-us53mln-uk-asset-sale-65648.html