Member Info for stringer01

Should've said huge gap between current mcap and NPV of TKGM. Has to close sometime.

Well maybe but according to the lassonde curve there's a big spike on funding and development phase. It will be interesting to see how much of the huge gap between kefis current market cap and NPV for TKGM.

Let's be really honest, how often does the market value a gold miner to the correct NPV? Answer 'never'.

Hammered? which way up or down?

You're having a laugh if you think the sp is going to 5p on CRMA news.

The biggest issue for me now is will the first year of full production be 2028?

I doubt there'll be any fundraise, a small bridging loan will suffice.

Should be hundreds of millions?? No DFS and no permit. Very early days and far from derisked.

This is now a binary gamble. Good luck those brave enough. Could go either way and EU has never before invested in greenland. Better if the Americans were to take it over.

Still a couple years from production.

Markets get it wrong all the time, check out marula mining a producer market values it an explorer. The market is inefficient.

I'm bemused as how it's taking so long. I mean glaciers melt faster.

Is this producer priced as an explorer? Makes no sense would like to invest but something looks badly wrong. SP should be 10x this surely?

Https://www.kefi-goldandcopper.com/investors/q-and-a

Well I hope AFC have been ratified country membership by ugandan gov.

There was never any momentum. The momentum will happen only after funding is delivered because everyone sitting on sidelines. Adams has low credibility.

So? They're still not funded.

Looking at the lassonde curve I have NO idea where GROC should be lol.

Any brokers notes for BMV?

Yeah all I believe will be producing by 2028.