Member Info for Stebo

FUNKI, just give up Bonkers.

You’ve fought a good fight, but this is too massive for you and your cronies to hold back.

KEFI is a billion dollar +++ company that you can buy for 0.6p. Don’t be greedy and just get on board.

Just look at those lovely NPV figures for $3,000/oz :-)

Congratulations to all those who’ve sat tight through thick and thin. No matter what you’re average, it won’t be long until we’re all in profit.

The light is at the end of the tunnel :-)

"But yes I see value holding , but not anywhere near levels some are predicting"

Go on the, give us a laugh.... what is your sp prediction:

Upon AFC ratification - ?

Upon sale of GMCO stake?

Upon signing of detailed definitive documentation?

Upon TK production?

Bonkers, I gave a very clear example in my last post. When you cleared away off from this board (because I presume you felt like the train was starting to leave the station) so did all your other accounts. Surely, if anything, their posting would have become all the more prolific considering how much more over-value you all thought the sp was, and how much more desperately you would all want to be trying to save us all from ourselves by selling our over-priced shares! lol

Bear666, I actually expect that Bonkers is a holder, but just one completely lacking in morals. He is still accumulating shares, and know's that while his drivel might dissuade the odd easily-influenced fool or two to sell, when the tide turns nothing is stopping this sp from sky-rocketing. Therefore his current goal is to keep the sp as low as possible while he is still buying. Then he'll drop the FUDster Bonkers username and post under one of his other accounts once the finance deal is signed off and no doubt flip to become a hyper-ramper. He spends most of his life on here, so he obviously believes that his posts much have influence..... I don't believe they do, but it's fun to watch him trying.

The FUDsters must be panicked. Some absolute drivel on here today.

Bottom of the barrel must be a commentary on KEFI's cashflow, including their spending on GMCO. Presumably they missed the Hawiah and JQ updates and the extra millions secured (and about to be cashed in) through further investigation and assays there.

I reckon they mostly though that their time was up towards the end of Feb, and wasn't it funny how when Bonkers decided he was no longer going to post on here, that the rest of his usernames also vanished, but as soon as it became apparent that he still had one last bite of the cherry left he (and the rest of his usernames) are also back here spreading tripe.

Actual investors are sitting very content. We've all had our opportunity to average down, re-run our NPV calcs based on $3,000/oz price of gold, and are now happy to sit back and let things run their course. Unfortunately that contentment means that until there is news or the sp starts to move, most of us rarely frequent LSE, which has left Bonkers, and his alter-egos, to fill the void by posting wall to wall dung.

Sorry Bonkers/MalcomX, I'd like to reply to you, but I'm struggling to comprehend what you're on about.

Just for a laugh I did a (post finance) NPV calc based on when there was 6b shares in issue, but PoG was $2,000/oz, vs now with 8.25b shares in issue, but PoG of $3,000/oz.

It is still coming out almost twice as profitable, even with the additional dilution. The increased PoG has more than mitigated the dilution.

I know that if we'd got mining two years earlier we could have had less dilution and still $3,000/oz+ gold prices, but any speculation calculation estimating the PoG between 2027-2036 is going to be much higher now than a 2025-2034 estimate two years ago.

The increased price of gold mitigates the dilution. Even though it was not intentional, the delay (and associated PoG) is a positive for LTH (at least anybody buying since Oct '21) and makes KEFI an absolutely spectacular proposition for new investors or those averaging down.

Triggered easily bonkers lol

You're obviously too far along the spectrum to have picked up on the tongue-in-cheek nature of implying that it was intentional. You're still wrong though, and the fact that PoG has doubled in last 30 months is HUGE for KEFI.

The raises and issuance of billions of shares sucks for LTH shareholders, but you seem to be under the illusion that KEFI exist to benefit you. For new investors now, the proposition has never been better.

AISC being relatively fixed (for simplicity), and the PoG increasing is massive.

In round figures......

AISC = $1,000, so at $1,500 PoG that's $500/oz profit

AISC = $1,000, so at $3,000 PoG that's $2,000/oz profit

The price of gold doubling, doesn't mean that KEFI's profitability doubles, it has actually increased by 400% in the last 30 months or so.

In 2023 KEFI MCAP circa £40m, with upside potential of TK being say £300m

In 2025 KEFI MCAP circa £40m, but upside potential of TK now easily more than £1b

I appreciate that there are more shares in issue, and it sucks to be a LTH, but the increased PoG and potential goes a long way to mitigate that. For new investors though £400k still buys 1% of KEFI, and the upside has never looked more profitable!

And to think that if we'd get TK off the ground 5 years ago we'd now have sold most of out gold for under $2,000/oz

Harry's delays have been a master-stroke :-b

$3k is such a mental milestone figure, I expect that PoG will very quickly move towards $3,100+ once it truly establishes itself above $3k

Yes, I think that a buy-back or special dividend would go a long way to resolve one of KEFI's biggest issues, which is a shareholder sentiment that KEFI doesn't care about it's shareholders.

In reality though I can't see it, and I expect that it will be used as a TK contingency fund, or to get a head-start on new exploration works. I also think that there will be a significant jump in share-price once the SA sale goes through, so KEFI a KEFI buy-back would be at a much higher price than todays rates.

The other main issue to the KEFI share-price is the continually reoccurring fear of placements and raises. Having the SA funds sitting in our accounts will put that issue to bed once and for all, which I think will work wonders for the share-price at that stage anyway.

UPshunt, I have to admire you for at least being open about de-ramping. The likes of bonkers et al do their best to be subtle. "Don't forget the £5m fundraiser in March 2024" is completely irrelevant, but an nice blunt stab at spooking any potential investors lol

Looking forward to when you buy back in again and your ultra-positivity returns.

Bonkers, you are obsessed lol

Imaging spending all your days watching the trades and volumes of a company you claim to have no vested interest in!

Some absolute nonsense spouted on here this weekend lol

A cynic would almost think it was a coordinated effort lol

Who's to say that nothing has happened?

If KEFI have received bids for the SA assets then there is nothing RNS-worthy until they decide how they are going to proceed.

If the EG have already ratified AFC, again that is of little RNS-worthy consequence directly to KEFI until AFC write to KEFI to confirm that they're good to go and now formally issuing their offer of finance.

I'm not suggesting that this has happened, I don't know, but it's also a real possibility that things are progressing but we just haven't been made aware yet because it's not of material consequence to KEFI just yet.

And yet the LSE board still attracts Bonkers and his various aliases to continue to attempt to spread their manure.

You were accusing posters of letting you live rent-free in their heads. I think Harry has been squatting at the back of your mind for a long time lol

Buy price hasn't dropped. All of my buys over the last few weeks have been 0.55p-ish

Sixnoughts, I have to agree. Some people are so transparent lol, flip-flopping from hyper-optimistic to "the sky is falling" over-night (or should that be as soon as a sale has went through lol).

All seems like a lot of work to me. Personally I just find a share that is massively undervalued, like KEFI, invest a pile in it and sit back to watch for the correction.