Member Info for TheBasher

@jcbo reported for crossramping across multiple boards

You kept your nerve, and likely to be rewarded. It hasnt gone ballistic yet so offers an entry point.

Only bit of caution I would highlight is "Confirmation of the pricing mechanism based on the Shanghai Metal Market (SMM) reference price for spodumene, without prejudice to the administration's right to verify and correct prices" and "Final administrative processes will be completed imminently and the mobilisation of the trucking fleet to site will commence as soon as possible."

Does that mean that the Malian government can override the SMM price indications? What implications would that have? And from the second extract it appears there are still i's to dot, and t's to cross. That said, all looking very positive. Bravo.

Just to disrupt the tactic of repeating an agenda-driven narrative. It’s all fun and games on AIM, heh?

@pubcrwal - you need help!

I’m with you on that @Shotgunmike . Im desperate to pull my money out of AIM, but the time isn’t quite right yet as some of my holdings are doing very well. I planned to be out by the end of last year, but due to a variety of delays, that’s been pushed back 12-months.

Or could be interpreted as using 0.32/0.33 as support as that’s where the buyers appear to come in. No lower lows, declining highs, perhaps a pressure-cooker moment. . If a drop is sustained below 0.32 then maybe support has been breached and sellers have control or, if we have a volume-fuelled increase that exceeds 0.36, could be a sign of further rises. Given the fundamentals and operational progress, I would favour a rise, but in my view this is a speculative high risk play until they secure significant subscriber numbers and revenue.

Comedy Gold? How ironic.

@pubcrawl - still the rocket emojis???? And HE1 down a large double digit percentage since I was on this board and invested in HE1 a couple of months ago, when at the time you also relentlessly filled this board with rocket emojis, “ready for blast off!” etc etc. I would be laughing at you, but I suspect you are in the hole for quite a few quid, and likely money that you can’t afford to lose. It’s desperate rather than funny. Give yourself a break, turn off the laptop, go outside, breathe the air, do some exercise and spend quality time with people who matter. Don’t waste your precious time posting 💩on this bulletin board.

And when you’ve had a break, think about diversifying, and not putting all your eggs in one basket.

When only a small % down on HE1, I re-evaluated mid-term prospects for the companyand decided to take the money out to play elsewhere, including in WSBN and capAI. One of those is now up over 200%, the other down by 30% but with potential for significant growth. But I am not wed to these shares and will constantly re-evaluate and move funds around if there are better opportunities elsewhere. Some companies I do hold for many years, including KZG which is now on the cusp of becoming a highly profitable miner. Do I always get it right? Obviously not. But I don’t get emotionally attached and obsessed with one share as it’s a fast track to losing money, and I learnt this the hard way.

@jamestrader71 - got in at at 0.5 a whle back and haven't stressed a day since trying to make money. I've been cycling, long walks with my dog, spending quality time with family and friends and oh look, I'm up 200%. without batting an eye lid nor breaking in to a sweat. Clever old me, heh?

Nm

Reference: https://www.alignresearch.co.uk/wp-content/uploads/2020/08/Kazera_Global_Investments_Align_Initiation_August_2020.pdf

Have a full read - its interesting to note that it implies that the HMS operational area is excluded from the snippets below.

"The PSJV Alexkor mining area has been in operation since 1928 and more than 10 million carats of gem quality diamonds have been recovered over the last ninety years or so. It is estimated that there are at least another 2 million carats left in the tenement."

"Cash flow from diamond production is expected to deliver a fairly constant 400ct/month and at an average sales price of US$350/carat, which suggests that DBM could achieve a monthly revenue of US$140,000. Operating costs are forecast to be around the R750,000 (US$20,000) per month level and so after royalty payments to Alexkor, the main contractor, and the government, it looks likely that the diamond operation could produce something like US$40,000 profit a month to Kazera". This is from 2020, so make of that what you will, but that now looks extremely conservative. Price could be $750/carat and production levels MUCH higher.

I need to find the reference but there was I belive a previous forecast of 350 to 400 carats per month. So if correct, that has now increased 3 fold to 1050 to 1200 carats per month. Based on the "greater than $750/carat beach diamond pricing provided by CharGPT that would equate to $787,500 to $900,000 per month. Cor blimey, guvnor. That's $9,450,000 to $10,800,000 per annum revenue. Happy to be corrected, but that appears to be part of the "transformational" year.

This board has become tediously predictable with regular ridiculous claims and blatant displays of naivety. It’s like I’ve stepped back into kindergarten.

So, as @Shmokenn says: “ Whenever I see someone complaining about a share price drop- despite the informed discussion and consistent explanations from experienced posters on this forum- I assume you're either looking for a quick flip with ramping/de-ramping tactics or you don't fully understand how business and share price growth work, in which case you probably shouldn’t be investing in something like CAPAI if a temporary dip causes panic. As many sensible posters have already said: without sustainable monthly revenue, the share price will not rise to the levels we all believe are possible. Author42 is still in BETA, CAPAI has only just launched, and this is a long-term play-be patient.”

And as I’ve recently posted in response to absurd expectations: “ @steve196 - hold your horses. I made a reference to kindergarten chat a couple of weeks ago in that there seems to be a very naive or inexperienced group of retail investors posting in this forum who seem to have little understanding of the mechanisms and timelines for product development. Why ramp up a PR machine for a platform that is only just starting beta testing, and by that hasn’t been fully launched to market? Here everyone, look at our amazing platform. What? It doesn’t work properly? Oh, that’s ok, we will sort out the full functionality sometime”. That would be the Kiss of death.So, before it’s properly launched, it needs to be fit for purpose and tested outside of the company (hence the bets trial) then BOOM, off to market big time!”

I’m down on my investment, and took a position in capAI in the knowledge that until there was either significant revenue, or huge uptake of platforms, then I expected volatility . This company is building a diverse portfolio of potentially successful platforms across several sectors, and that is what I am investing in, but this is early days. capAI may have ambitious timeframes, but this will not be an overnight success, if it is a success at all. There is always risk. Nothing is a dead cert but if you believe there is, then that’s a fast track to losing your money.

45 carats @ $750/ct = $33,700 - over what period of time ? It would be nice to know the monthly recovery rate.

ViacChatGPT

Here’s what I found regarding what Kazera Global (via its subsidiary Deep Blue Minerals) hopes to achieve as the price per carat for its diamonds:

1. Premium of ~$100 per Carat - In its September 2, 2025 operational update, Kazera Global announced that early diamond recoveries through its new processing equipment yielded stones averaging 0.5 carats—larger than the typical 0.4-carat stones in the area. As a result, they anticipate achieving a price premium of approximately $100 per carat. (Investegate)

2. Confidence in > $750 per Carat for Beach Diamonds - Further commentary from the company (through a research note and previous announcements) highlights that as a by-product of its Heavy Mineral Sands operations: Inland diamonds typically sell for around US$250 per carat. These beach diamonds, being larger and of better quality, are expected to exceed US$750 per carat at auction. (Align Research, Investegate).

Jeez, theres is sucha thing as due diligence. Your original comment didnt seem correct as my portfiolio contains KZG which I had just checked and was up 6% - so that prompted a closer look.

https://www.google.com/finance/quote/KZG:LON

ChatGPT is a great resource (if you know how to use it). For this it was checking the FTSE 350 Mining Sector, but I also prompted it to look at others such as KZG. I am sure you are capable (I hope) of checking the other companies I mentioned. Google Finance is always a good quick check if you dont have acceess to other streaming pricing.

This from Manifesto on 29th August Re: Muppet of the month contest

REALLY !

Check my history! I posted on 25th August there would be a placing, forward sold this week! Spot on! Better than any other poster here! Then I said the SP would retreat to the placing price..Correct! I was going to post today that there would not be news until the placing cleared on Tues 2nd Sept, but you all seemed so happy following the rampers,I decided not to spoil your weekend, but here you go there will not be news on Monday because Leni & Co. intended the placing to be cleared before news! Tues 2nd Sept the placing stock admitted to the market ! Now this will be No.3 for me and IF you are not smart enough to realise I am genuinely trying to pass on many years of experience on AIM then YOUR LOSS! If I were better informed when I first traded on AIM I would have made a lot more money! Love to see fellow PI's make a profit, so try and share my experience on here, very few see that, but sadly that is not surprising ! Here is hoping for the results you all hope for, but it won't be Monday !!

None of this bothered me as I had made my decision to hold until assay results (whenever they come, no rush) but many were veyr insulting towards this poster, and yet, the comments were spot on. And today, Tuesday 2nd, as I type, the share price has just dipped -6% and to below the placing price and now appears to be climbing out (with some apparent jitters!) and has flirted with positve territory today.

Just saying it might be worth listening to opposing view from time to time, heh? Save all the name calling of "troll, ramper, basher" for the playground as emtions dont play a part in successful trading or investing.

@napthman - err no, they are not. Got to love ChatGPT!

Sectors performing well today - Precious metal miners leading gains

Example gainers: Hochschild Mining (+5.9%), Endeavour Mining (+3.47%, Kazera Global (+7.69%)

Broader mining index performance | FTSE 350 Mining Index up \~0.35–0.37% today

Sector sentiment (1-week view) - Metals & Mining sector up \~1.1%

@max19 - couldn’t agree more. iindeed, this is very good news. the company delivering again on its plan, with an increase in forecast productivity. not a company changer, but a company sustainer while other operations resolve (such as upscaling hms ops if/when 2a comes through, and recovery of funds from aftan mine). the company already has announced the current offtake agreement so what else is there to know that won't come out in interims and end of year reports? dennis is a lawyer so from my experience working with many lawyers, he will never be wasting words above and beyond what has to be said. i find this reassuring as i don't believe we are ever fed bull**** to keep us happy. so now there are multiple revenue streams from a self-replenishing resource. imagine the impact if/when 2a gets granted - this could go ballistic.

@uncanny, Kuschall and Paternostpauper -

Imagine such experienced investors apparently only having an interest in one company: ValirX. Check the posting history folks. All the eggs in one basket? Yep, the sure sign of a reputable stockbroker. Not. Do I smell 💩coming from that direction?

Anyone can get lucky on AIM, so if this does multibag, then bravo, you got lucky. And I may make back some of large % losses. But this company has a very long track record of multiple instances of claiming to have “the next big thing” in cancer treatments, and fails to deliver time after time. So beware the BS posters who will inundate the board with back-slapping positive posts, likely just to fuel their short term trading agenda.

Too many people torturing themselves here, trying to reassure themselves in the face of all the extraneous noise, that whatever they have decided to do here, is the right thing! Mentioned this a couple of days ago, but anything of value has already been said. Why not step away from this board and come back when there is definitive news? At least you won’t waste your precious time arguing the toss with a stranger.