Member Info for TJ_MAC

I agree antelope! not sure what more EMH can say to holders than they already have. The association with CEZ will happen and it will be published accordingly, hopefully before the 31st March. This will be followed by the new DFS timeline which will have slipped back a bit now, although some work has been going on in the background with CEZ. People sell for all sorts of personal reasons so I don't get hung up on that. I remain positive on EMH, just want up to get moving. Market will recover in time - GLA

Hi all, I totally agree with the comments Animal has made - spot on. That is is why phase two drilling is being conducted and why it is so important for KZG future progress. Apparently PH2 drilling costs are covered but I'm sure the global arm will need to contribute to other overheads / running costs. Unfortunately we just need to wait for the next piece of news to become available.

Morning TP, no specific reason – it’s just my own personal time for review of my KZG investment. Phase 2 drilling will have been completed / results out and JORC enhanced + the Trading Arm would have had some time to actually trade and we may well have had some initial trading feedback. In general I would also have hoped for updated news on updated mine construction / water pipeline & partners or JV’s etc. Hopefully, it’s just time, If I have made a very poor misjudgement in my investment then by then I will definitely know. I’m actually more hopeful now than 12 months ago. GLA

BCN is frustrating as time just drags on with little change. Once financing is completely sorted (which PS should have done last year) and Gangfeng get going there will be a steady uplift. EMH/CEZ will announce their association shortly and once they explain their strategy/timeline for mine construction EMH will see an uplift although not sure why the DFS or BFS has still not been achieved after all this time. There was some talk about KDNC selling down some of our EMH holding – not exactly sure about that, percentages obviously changed after the placing etc. If we are selling down gradually to fund running costs / loans then further Amapa delays can only cause us more harm. Re-rates will happen when there is something tangible demonstrated – at the moment it’s all potential.

I think that the REM/KDNC history is plain to see and of course a direct reflection of the BOD performance based on the decisions that they chose to make, so I am not going to try to defend them. However, we still have some good assets and timing is crucial as I said before, EMH / CEZ agreement must surely be announced in the next 4 to 6 weeks and should see a re-rate of our holding once CEZ /EMH announce their imminent strategy & timelines. Amapa preconditions on stage 1 simply have to be met quickly in order for us to progress – this is already over 8 weeks late but the financial negotiations etc are complicated and not necessarily quick to resolve but KM did say shipping to start in December 2019 !! GLA.

Afternoon all, IMV the Trading arm has been specifically set up in order to deal with purchases not just from the mine but also from cross trading other commodities too. LJ has said previously that purchasing direct from the mine especially for Tantalum is very rare and that buyers tend to liaise with commodity traders which helps keep some confidentiality on their dealings. I don’t believe that the market can properly assess the potential value of the Trading arm until we have some financial figures and/or deals & contracts made available. These will follow in time and I think will kick start us so I am prepared to wait through to June. GLA

Hello TP,

For what it is worth my opinion is :-

The water pipeline may well be commissioned once the phase 2 drilling / updated JORC is finalised. LJ has the costs for this and may well use a JV or partnership of some sorts (perhaps with an actual large buyer of Tant) to finance this & the actual plant. LJ had intimated that large Tantalum buyers do not purchase from the actual mines directly, they utilise traders for whatever reason and there seems to be some secrecy surrounding the purchases of this commodity, hence why the NDA’s or confidentiality agreements of those interested are being signed. Kazera Global will in my view supply these buyers and the mine will be the source of supply for Kazera Global. KG will produce some figures once they are processing / finalising transactions, which is imminent. LJ did talk about other areas for exploration? Not sure whether this is for other commodities. The JORC should be sufficiently enhanced by the end of June & I expect to see some progress regarding the improved mine construction / water pipeline decisions etc. LJ has a wealth of experience concerning this commodity and the nuances / different ways in which it is traded. I think & hope that in the next 12 months KZG will furnish us with all the answers we want. GLA

Hi Frankie / Subito & LTH's – I thought I would post as I am a long term (over 5 years anyway) holder of KDNC (previously REM) + EMH. I do avidly read a lot of the posts which give good information & differing opinions but do not post my own messages very often, but after your message I thought I would take the time to do so. Way too much to cover here really but my opinion is: - like a lot of LTH’s feel that the non-productive KDNC performance cannot really continue for too much longer. A succession of non-starters in South Argentina & Africa to name a few and our other assets inching along which will take years to come to fruition will not help us today. I see Amapa as being critical for KDNC / this BOD & I hope that progress is forthcoming shortly, especially as it was previously indicated that shipments would be moving out in December 2019. IMV the BCN JV’s will not really be able to be sold yet, we will have to wait for BCN / Gangfeng to start progressing at pace & start producing and only then do I think they could be put on the table with a realistic sales price that could be very beneficial to us. EMH is a strong possibility with their imminent association with CEZ – again true value may not be realised for another 18 months or more but KDNC could sell down some of our holding much earlier if it helps us with funds to help finance Amapa. The Aussie assets are good but again we just need them to progress along the journey and eventually unlock value and we can exercise our exit strategy. Recent vox-pod with KM was the best I have seen in years as KM for seemed much more controlled and assured and professional. We just need things to start going our way for a change. GLA

Morning all, unfortunately some of us LTH may have bought in to the wrong story (The Bible & other ill-informed info etc) – it has become apparent that in order for you to be able to progress you actually need to prove up your resource / accurate mine life etc before you can actually progress to the type of business levels that we would hope. LJ has said that he wished he could drill 24/7 and this is because this element of the journey is both very time consuming & difficult given the terrain. Kazera Trading progress is a highlight and will add an interim revenue stream. Only once phase 2 drilling is completed and JORC enhanced will we see accelerated progress although possible updates on the trading arm will be welcome. Yes, it is frustrating and the time passed has certainly been more than I originally thought but I didn’t initially do sufficient research which I now know. I do believe we are progressing in the right direct and Islandgirl’s comment about LJ moving permanently is very valid. I do admit to being down 75% and wish I was getting in now but I stand by my original decision to buy, the timing was wrong I know that now but we all make our own financial decisions – I could sell but I actually believe that this will come good at some time in the future. GLA

average now 26p - only need a four bagger to break even - reading some of the posts recently this is almost a given !!

I am inclined to agree with some of the sentiment that Fortitude has indicated here although, I like most others, are irritated by the lack of information forthcoming from KZG. I still believe that there is a great opportunity here which LJ eluded too about 18 months ago or longer. The issue for us PI’s is that we have had to wait & continue to do so until phase 1 drilling is finalised / results published. Only then are we likely to understand / be informed of more detail concerning the overall strategy and possibly the exact sequence of events & timelines that the strategy will follow. Sure they could re-start small scale production but why if they have something imminent in the pipeline / offtake / conclusion of the NDA etc (they have already laid off the production resource once and will not want to do that again, so they need to be 100% sure / wait until the timing is correct). How will the new trading arm actually work & what is the projected revenue or profit contribution forecast? Unfortunately, we have no option but to wait a little longer for more factual information & then, perhaps we will have a better understanding and feel a little more comfortable than some of us currently do (especially those sitting on quite large % losses). GLA.

@LawrenceH – “Watch out for the Stampede Monday morning as people fight to buy in .... Definitely very close now and not many sellers, great news.”
I do love your positivity and we all want EMH to do well but today’s stampede was hardly comparable to the “Masai Mara” lol

@Ivybush - thanks, I think I would chose to perm “D” & “E”. The product is desirable & as you say there should be not shortage of interested parties. Product due to start being moved next month so the BOD will need to show some real skill in manoeuvring us in to a good position in which we can all benefit. My deep down feeling is that Amapa could be critical and this BOD / KDNC can ill afford any more error’s of judgement or mistakes. It is of course a perfect opportunity for them to reinvigorate KDNC and get us moving. We will now see just how good their negotiation skills are – let’s hope they prove fruitful. GLA

Hi Ivybush, I think that this is all about timing. Some of the options relating to and regarding extraction of funds / profit from EMH, BCN JV’s, Yangibana etc etc are not available yet. Had the BOD made some better choices regarding their investments in the past then we would or could have had some revenue stream/s from which to call upon. What are the options that you see, other than a capital raise ?

Hi Mr Cautious, totally agree with your comments / outlook. Whilst all posters do give their own interpretation, some that have posted profusely (and in my opinion ramped) will have inadvertently influenced others – it’s easy to add DYOR but some of these shares and their resources / funding etc can be quite complicated to arrive at a true value. Anyone that needs any further elaboration may want to look at posts over on KZG about two and a half years ago. Yes Informative about the mineral potential, but misleading concerning the strategy. Let’s just hope that KC can deliver some adequate return to us all after a long & difficult journey with EMH.

Agreed! It was intimated that JORC’s were looking to be completed on White City & Signaalberg by the end of this year. The placing a few months ago, in theory gives KZG enough money to last until year end so something significant has to happen soon in order for the next stage of drilling or JV/construction etc. LJ talked about the price of Tantalum and the necessary strategy to either produce or drill but the water pipeline will take a minimum of eight to ten months let alone the construction of an upgraded processing plant (they could hardly use the existing set-up). Hoping that we LTH start to get some information soon concerning the way KZG intend to progress with some timelines. GLA

news at beginning of Nov! I'll settle for that animal - this is an extreme test of all investors patience but LJ previously advised NDA restrictions and I hope that once full JORC is achieved then whoever this supposed NDA is with will become apparent to us all. Not long to know our fate now GLA