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RJ's avatar

KAV sadly still not on T212, but thank you OB for the assessment, which is (as PER) GREAT! If I could get your donor link to work I'd partake, but it won't work in either of my browsers (Brave and DDG) even with VPN and all other protections off.... It's not usually this hard to give money away! 🤣

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John Cutmore's avatar

KAV is listed on Freetrade. Free account option.

https://freetrade.io/compare-plans

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RJ's avatar

Might have to reactivate my Freetrade account for this and other reasons, ta. Or use my non-taxpayer wife's..... 🤔

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John Cutmore's avatar

The free account includes an ISA. Transfer some cash across to it if maxed out allowance or just create an account in the wife's name. Add the authenticator app to a spare mobile device as will need it everytime you log in. One thing i would say about freetrade is with some of the stocks they have a check questionnaire that you need to pass to be able to trade it. Ones i've come across MAFL and FGEN. I complained to them as they're not complicated or leveraged investments. KAV doesn't seem to need it - i just checked.

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RJ's avatar

Ta. Assuming Freetrade doesn't use a dedicated 2FA code generator and keep codes and QR to itself, I recommend Proton Pass app and website or Proton authenticator, which allows you to be logged into the same account on multiple devices. I'm fully signed up to the Proton ecosystem now. One place for all 2FA codes and passwords. You just need to use Microsoft or whatever to retain access to Proton

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John Cutmore's avatar

You can use any authenticator app (i think). I just use Microsoft as i have all my other accounts for work / personal under it.

Interactive Investors still using text message every 30 days haha. To be honest i don't mind as an auth code every log in is a faff. I'm older school - prefer looking at portfolios on a browser not the app.

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The Oak Bloke's avatar

Well, just on the Bullion alone there's +6.3p per share since 30/06, and that's before any gains on the rest of the tactical portfolio, or the strategic portfolio. New article or YouTube video coming out this evening. Worth watching!

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John Cutmore's avatar

Sorry i realise this comment not associated with Kavango. Apologies I will delete!

There's lots of detail in the video that i really liked hearing - got a bit excited.

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Rob King's avatar

Hi john, please advise what caught your attention in particular?

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John Cutmore's avatar

I think OB will deep dive later today but some main points

- 100K SCZ bought at $1 now $12 (unsure what currency as they quote USD but stock is traded as CAD$

- Silver bullion holding more than doubled since purchased (as OB mentions above)

- None of tactical portfolio revalued.

- None of the direct mining holdings revalued.

- If add 6.3p of known bullion increase + nav end of June of 34.5 it equals the share price of today.

- Pivotted into Silver / Copper in October. '26 could be fantastic for copper, even better than last 3 months of '25

- Sum of MAFL parts must be at least worth double - margin of safety.

Will need to wait out over 2026 for the value to come through ie watching a bit of paint dry as long as metal prices hold up.

I wasn't sure on this IT but dived in about 24p and nearly double bagged. I think JV is a very shrewd operator.

Pretty sure there is more to run.

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