Member Info for sharezy

KG - you don’t help yourself with these constant guessing at dates.

Yes it’s a good project with a lot of headroom for appreciation and value creation, but don’t over egg the pudding 🍳

Anyone who’s not a serial BSer want to make a grand statement?

(Soz stringer, you do not qualify…)

King Canute 🤴 doesn’t have a patch on the king of spam

Bonky commands the sp to recede… let’s see how that goes 😆😂

On what basis Bonky - just “a feeling”.

That could just be gas again 😅

(Or 🐂 💩)

No.

Any other questions?

More balanced view

https://x.com/garysavage1/status/2034611176349569126?s=46

It’s entirely disingenuous to suggest that the final piece of financing to “complete” the whole package is derailing, or holding up anything.

Amid a gold and sector pullback, after a decent run the sp has moved modestly on relatively small volumes.

Anyone who doesn’t think the project will go ahead and we won’t be producing gold in 2028 please put your name below, so you can be reminded of your views in due course.

👇🏻

I can remember buying in the .4s.

I was sure it would go up then too.

🥱

“Freefall”

4400 -> 4850 this Qtr

Ok.

Take over would make this an each way bet, where you potentially get shares in the horse.

Ameen, thank you for sharing something useful.

We all know it is a possibility.

It is not a foregone conclusion.

One thing is for sure, these shares are worth considerably more than the price they are today 👍🏻

KG - oil isn’t hampering KEFI progress - we’ve got fixed price contracts - and we’re not correlated with the wider markets.

We’re just on an undeniable countdown to production, and so will follow.

While daily so movement might seem important, better off looking month by month - plenty of things could move the price up - not many are going to move it down.

How far how fast? We shall see.

Comparable companies are valued much higher in sp by any metric - so the value gap will close in due course. That much is predictable - even the most frustrated poster isn’t too obtuse to agree to that.

It’ll be gradual, not all at once - see the chart for any other miner going from explorer to producer.

Good times ahead 👍🏻

Tonight’s wisdom “ things will be done when they are done”

Managed to get them mention of an imaginary placing in again. Wonder how many times you’ve repeated that word. Must be one of your favourites, going to miss that one, I bet, when the market catches up with your tongue 👅

And then a snidey swipe at anyone who’s “trading”, mocking them in case their plan isn’t where they want it to be.

Sat classy bonks

PESKY BOARD SPAMMERS

The person behind bonkers ID is clearly an unpleasant person.

We only get snippets. He has to live with it every day.

C’est la vie

New ISA tax year cometh

Miners bottoming generally.

News flow from KEFI due

Buy now, profit multiples + dividends in UNDER 2Y.

What’s not to like.

SolGold sold for c. 1/3 NPV.

MF2017 - The current market cap is the current value of the company.

No takeover typically goes much above current SP.

The board are obliged to put offers to shareholders - they cannot just say no if they don’t feel like it matches their expectations - they have to propose serious offers for a vote.

Yes.

He has explicitly stated that he wants to pay dividends, and he has talked about protecting the company from takeover, in part by bringing on and building the II book, but also by getting the sp up.

He is well aware of the scenario, and I am certain he has a playbook in mind.

The good thing about streaming deals is that they only relate to the initial reserves of a single mine.

You are mischaracterising “long-term dilution” by Suggesting that a raise would be a good idea (Dilution) versus streaming (short-term finance arrangement (No dilution).

I would leave the finance arrangements to the company.

You realise whatever you want to happen won’t be influenced by writing it here, right?…