Member Info for Simms45

The hoover has not been out in force today. while there has been some decent trades i have a feeling they are insiders and need to stop before news is released. we will see tomorrow but could be Q3 or Dupax. take your pick if correct.

How do read that? He said this coming week. Therefore they could sign this off this friday and release news next week, something i think is quite likely given the scale of the project. Have to laugh at all the traders getting burnt today with a lot of sells to close off their loss making positions. Long term holders will be rewarded and i plan to hold until production as that will ensure i see 10x my investment at least. Traders can try all they like but they will never outperform holding Kefi over the medium term as they can never predict the updates and each one will see share rise 10%+ instantly. Traders will try and make some sandwich money on the moves but 85% of day traders lose money.

Gold fomo is striking all central banks around the world and institutions. The scrabble is on as i think most countries are concluding that debt servicing and printing more money to pay debt interest is not possible. Since Covid most economies are drowning under debt servicing.

Indeed. Our buyer hoovered all day and strangely must have been filled by another seller as we stayed static. Just run the freecashflow numbers and while last year it was about $100m thid year will be closer to $150-$160m free cashflow so an incredible amount coming in and we are valued just over 2.5x which is crazy. No wonder our buyer is filling up as much as they can as this is a runway to 50p+ just in conservative metrics. Maybe next week Dupax update as we are lagging the market currently and could even be a takeover target unless our market cap starts to put on some weight. Some of the similar sized Canadian or US are trading multiples of us.

Plenty of traders got sucker punched today as MMs chased down stop losses only to fill some orders and make a good profit. Back to where we started. I guess Kefi will have absorbed a few traders. Looking forward to rest of the week and see how it unfolds!

Those MMs are causing havoc with day traders who are being royally scalped today. Plenty of stop losses triggered. Buyers now coming back in to pick up the bargains.

Make that what looks like 4m shares bought by our buyer already today but odd price has not bumped up significantly. Could be someone selling to match thr buyer but all trades look like mid market buys given time stamps.

Strong start and volume growing. Can we hit 1.4/1.5p today?

As i remember RNS stated “coming week” so sometime this week so still time to take advantage of the disconnect in value.

Lucky for some a few more days of bootfilling. With gold exploding and per ounce net casflow now at almost $3000 at 160k ounces that is $580m of fcf. At 80% beneficial to Kefi Let that sink in! Kefi will bo valued many many billions by 2028/2029. Today barely £100m lol!

Boot filling at its finest. This will takeoff tomorrow now the broker shares sre churned and some lucky punter got £200k by close of play. Nice work if you can get it as between know and production that will be at least 10x today. Gla as could be last week under 2p prior to news that could land anytime.

Given trajectory of gold and what looks to be global central banks going back some way to the gold standard there is every reason to suspect gold will continue to rise for the next 10 years and our cashflow is up $50m just in last 3 months looking forward on 12 months and this covers the changes alone. Darren also said on the call there are no shortages of lending options and frankly easiest is to forward sell a few months of gold at todays price but for obvious reasons of rising gold prices i would prefer does not. Cashflow is very strong and the recent 6 week pause was only delaying production and we now have 10% higher gold prices in the same period so technically quids in on that issue. Looking forward to the push this month to 20p and then subject to steady news and gold creating a new base around $4k gold no reason to not see us heading to 30p. Dupax will be key but as you said there is subtle confidence from Darren that is hiding the reality that he probably well knows. Certainly now is the time to overweight on Metals.

You can park the charting. When you have a buyer mugging pis Out of 1-2m shares a day week in week out you will add at least .25p a day. Great to see my target of 15p hit bang on time today. 20p is a now on target for end of month easily if buyer continues although expect a bit more pi selling around 20p. If the buyer stops we know probably within 7 days we will get an RNS on Dupax that will be a game changer as it should mean we might end up being a 400k ounze company and that is a $4-$6bn company at full tilt. Darren said $2bn by early 2027 at $3500 gold. At $3950 gold we will be well over that. If Dupax confirmed no reason go think we will hit $2bn at the start of La India production and Dupax is only 6 months away joining La India. From interview it seemed September 2026 was still on for La India with some working in over October. By this time we should be 40-50p a share and maybe by 2028 a 5p a year dividend. Very exciting times!

Poor old pus always in the dark and mugged by institutions and people in the know right before imminent news. See it all the time. Sadly pis never make the big money and leave this to the institutions who know full well Kefi will be worth 20x today on basic forward metrics. There is almost no other business like it that has a guaranteed market to sell its output and very understood cost structures. It amazes me gold mines are not a huge premium over other businesses. I have seen same with many gold miners. Every path leads to a sharerprice of around 20p-30p in 2-3 years and 1-1.5p dividend once we are in full production. Crazy times to get aboard and get potentially very rich. Any comparative investment with this growth prospect comes with huge risks, while a gold mine is almost childs play. Gla and looking forward to next week.

I count nearly 20m broker shares sold today so nearly cleared this and ready to push on. Last few million shares to go before we pop higher.

Seems you can set your clock by our Hoover as another 1.5m mopped up today. Could be bigger buys later today and maybe scrambling to buy before the next lockin and Dupax results are due. Well on track for 20p end of month. Keep an eye as its key to Metals ascent for now and before other institutions buy in as we hit £500m. Still a bargain given comparable miners i looked at for similar production are valued easily 3x more.

All we know and care is it is happening and we are going to start the BIG push to full value over coming year. While it might only double on day of announcement as deadwood is cleared out to make way for institutions who will pile in as they know $340m will build a nice plant and deal with all scenarios and i cant find any miner generating 200k ounces with same AISC under $2bn. Oceana Gold is close with 192k ounces, $1200 AiSC and 12 year ore and valued at $5bn. West African Resource is in dangerous area and generates 200k ounces, $1260 AISC and 10 years and valued $3.5bn. Allied Gold targeting 220k ounces, $1200 AISC but short mine life and valued at $2.1bn. Always happy to see comparables anyone else is looking at but Kefi derisked is £2bn of anyones money. That is not far off 20x today and no reason to not smash this as Saudi is big also. Once we churn the warrants in the market today we will move on.

I think the key point is dividend will be minimum 1p a year from around 2029 so if you put in £10k today you are likely to get this back 10 fold minmium over 10 years of dividends. 1p is incidentally only 1/3 of our net cashflow so could be 2p. On back if that shareprice just on yield will be 15p to 30p based on 7.5%. So capital return could be £150k-£300k once valued correctly and based on current gold prices and assuming production met. In reality Saudi adds a load more gold and Kefi will have $200m free a year to do whay? Bear in mind gold miners have record cash in banks and will all be fighting over same assets. Gold assets will go way higher than their net asset value because of competition between bidders so value of Kefi could go sky high in time. Not saying next week but in 6-18 months biggest growth will occur based in derisk to first pour. Every month on track we close the gap. Gla

Incredible value and perfect top-up opportunity. We could be chomping through brokers shares but once they are gone this will pop to 1.4. Amazed we are not well above 1.5p now but still goes to show the market is still unbelievable apathetic. Crazy but all will get shaken out once the financing is sorted and we can all look forward to Kefi becoming a multi billion company over next few years.

Dividend of 1p is very easily achievable. Harry said he wants to reward shareholders and it made me think we might borrow a bit and pay out far earlier but 1p seems very achievable by 2028/2029 and could be far higher. if you got £20k loaded here you might see that capital grow to £200k-£400k depending on the market and gold price and £20k dividend a year, which is barely £100m a year from our massive cashflow that is nearly trip this amount. 1p a share dividend might be too conservative as Harry is as keen as anyone to get some serious cash out. Afterall Harry will never sell any of his shares unless we are acquired (most likely in 2027) Barrick, Newmont and Ivanhoe are right next door in Saudi and sniffing around. gla