Member Info for Simms45

Bear in mind last few days a £10k punt would give you 6% of company as only worth £135k.

I guess still need to churn the remnants of placing. We should be 2p easily but perhaps have to wait a little longer. Will shoot up once cleared as it always does after a placing. This was a big placing but some shares were issued to covered incurred costs and will no doubt enter the market. Guaranteed takeover at this rate and then everyone will miss the real reward when cash piles up the order of £300m+ a year.

Today its time to crack on back to 1.6. In a years time when we are 3p+ at least will look back and wonder we did not load up at 1.5. Gla

On the cusp of a lot of updates and share falls today. Hard to understand given how ridiculously undervalued we are. I expected to push on quicker through 1.6 and 1.7 as seems little reason for any pullback? Maybe overhang and profit takers after placing but everything else is all firing towards the next update next week.

Watched from afar and sadly a potentially great product squandered. Market cap £130k. When i heard a lot was done out of India and AI transforming market it did seem inevitable. Key part was relationships and maybe brand and for that maybe a value in the insolvency. £220k a month is still £200k too much. Hopefully someone will buy from the ashes, fuse with AI and use brand to take it places. Idea great, execution not great. Tempting for someone i imagine closer to the action.

The best hole in the Q1 2026 update was 31.18m at 4.37 g/t Au at La India South Underground, with narrower very high-grade sub-intervals including 0.48m at 138.4 g/t and 1.93m at 21.3 g/t. At Cacao, the company reported 12.7m at 3.52 g/t Au including 2.0m at 19.7 g/t, and 10.7m at 1.92 g/t including 0.52m at 21.3 g/t. This is fantastic news for all Metal holders and so far it looks we have done 16,000m of drilling so hopefully plenty has been done recently also so adding a million ounzes is not unlikely. Key here is with renewed licenses we are looking at 25 year mine life at least. Personally if DP does not close a deal for Runruno we should get it shipped to Nic as even with 2 mines running full pelt we probably have a 25 year mine life. Starting to make more sense to build another mine in Nic if something does not happen in Indonesia. Getting very excited that everything is falling into place and then some in Nic as those 4 licenses are incredible!!!

Is on the move. Ridiculously undervalued at less than .5 x FCF in 2029. Looking forward to days when we jump 25% as those days are near! Gla

Incredible update on La India that we have hitting more massive gold veins and wonder if we will not be 3-5m ounzes in no time adding a billon to our market cap. 4 more concessions granted and on target for end of year production creating a situation where our 1st years FCF will dwarf our market cap? We live in crazy times. Consider in less than 7 months we will be generating more cash than todays pitiful market cap. Cash piling up at £35m and it looks today could be last chance to tuck into Metals before the takeoff. Gla although we dont need it.

If only it was true Bid

Bid 1.616 Ask: 1.422

Rerate on the way. Hopefully overhang is over and we can step up to 2p over coming weeks and move on quickly. Madness prevails while we linger at 1.5p!

Great timing Drewton and even better to tuck away from the taxman as i really hope this 10x’s and we dont get taken over for a small multiple as many here would like to see some return from their investment made as ling as 4 or 10 years ago and still under water. To date Kefi have raised close to £150m with previous investment and our market cap is barely above this and even though $110m of this is added in as equity it does feel like we are very far behind the curve. Over next few months all these points will be laid bare and investors will start to see what an incredible opportunity Kefi offers as for a start our balance sheet is going to look very nice when our 85% stake gets properly valued and we will trade at a fraction of that.

Just like this has done so many times before once we have soaked up the weak hands from recent placing we ratchet up. Its obvious Kefi is massively undervalued by all measures once in production by over 90% so just need to wait patiently as a lot of investors over the years have had to do. We stand with £35m in the bank, $340m of financing in place, FCF just from TK over $400m a year and around 15% in arguably one of the biggest copper projects Hawiah in the world and JQ that is about to go into financing with Harry saying JQ will go into production not long after TK. Its an incredible company at a bargain price brought about by unfortunate placings but these are behind and key today is Kefi is debt free. TKGM has borrowing from Kefi plc is debt free meaning Kefi can borrow if need be against our 85% stake in TKGM. We are just getting started as we head towards becoming a mid tier mining titan, not that we will be solo for much longer as we will be taken over in next 18 months unless share price radically changes direction. Gla

Every ounze we find costs us almost nothing in the grand scheme as it all our people, drill rigs and lab but will immediately add to our market cap. DP is drowning in cash and proving up a 2-5m ounze district could add potentially billions to our market cap, especially when we get over 3m ounzes. Its gotta be the best ROI for Metals investors today. Looking forward to those assays as we must have so much to work through as they were drilling last 6 months and only now got lab operational.

Lets hopefully have a go at 1.6 tomorrow as news must soon to land on a miriad of progress across the different projects💪

Would certainly like to see the back of 2p very soon. Crazy how we are valued so little given our FCF forecasts are well over our current market cap every year from 2029. Saudi news must surely be also about to drop and financing for JQ must be close to make Kefi multi juristiction.

Amazing news. Kefi are seriously going places. Back to 1.8p very soon!

Shame we did not end day in the blue but with hositilies in Iran winding down it looks this might end sooner and with it a boost in gold prices. Could be very healthy movements even before we hit summer and into the last sprint before cold commissioning. Anything on top like announcement of a new deal would send us considerably higher. Feels we are very underweight currently on market cap. Downsides now seem far less than upsides imho

Looks Iran crumbed and opened Strait for all shipping. Trump however has said its blockaded until peace deal happens. Looks we might get the deal Trump wanted and gold csn only continue to rise. Looking very strong for Metals!

Still able to buy under 15p just do bargains to be had!

Nic said BHMB had failed to pay taxes owed since December 2021 and concession was later revoked for “lack of development activity”. Obviously BHMB got into a spat and they lost their mine. Hard to know given Nic protects their country as foreign mining friendly so i think it was not done without some provocation.