Member Info for Simms45

Manu last chance to recover your losses before $340m big ones hit the kitty!

What a week to be alive! About to land $340m to build a massive gold mine capable of landing $320m net cash to Kefi plc for at least 10 years. Dividends could be as much as the shareprice today every year for probably rest of your life. Lock in today!

We are in to the very last days or weeks. All parties have not all agreed to meet in London for the hell of it. This is happening and those onboard can 10x investment over nex few years. Gla

I expect some early assay results. After all the buying friday i suspect a very strong week as we have lagged market and gold driving enormous free cashflow. Certainly would not be surprised if 15p by eow

• Gross margin lifted to ~82%

• Losses narrowed: EBITDA loss €1.1 m (vs €1.6 m); finance costs halved to ~€0.6 m.

• Strengthened funding: £1.5 m equity from CWTL plus an option for a further £1.5 m (partly drawn with £0.25 m).

• Lean operations: ~60 % planned payroll reduction in Spain and tighter overhead control.

• Greece – AgriGas (Larissa): cold & hot commissioning complete, pellet line upgraded, maintenance contract signed, investor visits held.

• France – Grand Combe & new projects: working with landlord and GRDF after Idex exit; secured ~€175 k GRDF funding for two new gasification projects (5 t/day & 4 t/day); preparing new waste-to-liquid project (~€300 k potential 2025 revenue).

• Italy – Italia MDC: agreed Quainstone controlling investment and debt restructuring; EQTEC retains ~27 % stake with €2 m carrying value; removed need for unilateral funding.

• USA – Blue Mountain Electric Company (BMEC): secured USDA sponsorship and in-principle $39 m debt financing plus $1.2 m community equity raise, preserving California BioMAT eligibility and enabling EQTEC technology supply contract.

• USA – North Fork Community Power (NFCP): exited Chapter 11 and targeting commercial operation by end-2025, reducing legal/reputational risk despite only 28% nominal EQTEC

• Synthetic fuels breakthrough: 10 % stake in CompactGTL pilot plant; successful August 2025 production of synthetic crude validates waste-to-liquid pathway.

• Next steps for GTL: pilot relocating to France (LERMAB) for extended trials; discussions underway with UAE investors for a demonstration plant.

Would be handy if the Hoover comes out for a few weeks as Metals has been a little dusty as of late. Hopefully get out sparkle back next week and push on. Gla

Certainly a lot of catching up to do compared to the wider gold market but hopefully push through 15p in coming weeks.

I will be leaving a big chunk for dividends that could easily be around 5p a year by 2028 and provide a decent income stream. Will also have a decent uplift to shareprice as it will bring us more into line with income investors portfolios. Should be 50p-80p by this time. Gla

Very exciting times as you say when Dupax reveal is confirmed but given it was a mine previously and we are already building a road me thinks someone knows something so getting in ahead of the crowd is easy money. Gla

100% happening that is all that matters. Will it he end of September is anyones guess. Key is we are now extremely close and any update is likely to send Kefi onwards. We are massively undervalued on every metric. We would need to he 3x today to become closer to fairer value but held down but history. I think Market will be completely wrongfooted. I think October 1st and as long as we are ticking off final details i am happy but this is probably one of surest multibags i am aware of today as you simply do not have so many key people saying deal is on as Harry is now a passenger. Development banks already signed off most of finance, institutions hoovered up nearly 25% of company in last placings, we know companies in Ethiopia want in to repatriate cash abroad and we know EG are on board fully. Cant get a better set of positive signals. Still amazed at how low our stock price is at this stage. Gla

That explains the fluctuations. Nice work for brokers to double their money and Kefi gets some extea cash to pay for the champagne next week :) blue day today as we head into the final werks sub 2p. Gla

Great news. The cash pile up continues at an inprecedented pace at $3800 gold. Hopefully get some early Dupax assay news. Time to push on to 20p. Gla

Classic treeshake today to rob pis of shares while filling a cheeky £200k order. Looks like a decent innings tomorrow and lets see if we can beat our previous high. Gla

We are having a good old clearout today. Maybe 70m shares sold so helping to create a new base around 1p. Once the dead wood is cleared we can push on. Perfect time to buy while just under 1p as by production in 18 months we should be valued closer to £1bn or around 10p and then up to £2bn when we are receiving in the order of $350m net cash to Kefi. gla

Excellent volumes so far today and clearout of those who probably dont want to see the shareprice in a few weeks time :) gla as once news lands 2p is probably a more realistic starting point. Gla

Boot filling left right and centre. Gla!

Once we get the few weeks of RNS connected to closing finance and converting our $100m+ of sweat equity into our 85% stake and a repayment we have Saudi JQ and Hawiah updates all stacking up waiting for release. Things are about to get very exciting finally after 5 years of waiting for this moment!

Just glad we are still well under the radar so everyone can top up now and when we get signed off make life changing amounts of money over the next few years. No valuation i can see falls below 10p a share at $3700 gold and most are far higher but trying to be conservative. My belief is that in the next 12-18 months we will be bought outright as we have probably the best license prospects in Saudi and Ethiopia. Our license portfolio is ridiculous. We dont value it today but majors will want to get their hands on them. gla

Clear blue sky ahead and should rise all week towards next phase in Kefi future!

The train journey is well and truly underway but only just started. All aboard to 10p+ by 2027. Gla