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@newswire Kelvin Diamond Valuation Update @newswire/kelvin-diamond-valuation-update $KDI Initial Draft Report Received from WWW International. A Second Independent Market Valuation now Underway
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@ekim News but no news. Perfect.
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@Mr.Magoo Odd that $KDi announced that it has received a report on the value of diamonds from Kelvin (even said they were "pleased" with the report) but then didn't release the findings of the report.
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@ekim Interesting news release by $KDI. Will the second 1000 carats pull up or pull down the valuation for Kelvin? $KDI just announced news that they know that answer...but we are not telling you because it is only 'draft'. Using the 'draft' keyword to get around disclosure. I think more companies should use it. We have rec'd all drill results in draft format and are reviewing them. They may or may not contain gold...we know that answer..but we will only share it with you once we have reviewed them. #diamonds
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@Mr.Magoo @ekim - seems an odd strategy. Is this a "halt, we have material news" without the "halt" part? To what end? Just to get eyes on the stock? #diamonds $KDI
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@ekim @Mr.Magoo I think it is more of a..."We regularly release news more then other companies....therefore you can invest in us". type motion. When Rory took over...the news flow slowed a bit...which I actually liked. Before that...there seemed to be a news release every couple of weeks. Wonder if Rory got pressure to update the market...even with the smallest amount of news. $KDI
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@ekim $KDI earnings out. Still aiming for a PEA to be out by years end. Post-PEA, they will have roughly CAD$8 to $10 million in the treasury to plan 2017. They have spent in order of CAD$25 million in each of the last 2 years (2016 and 2015) to get to this PEA level. Valuation report out tomorrow? or next week maybe. #Diamonds
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@ekim "Valuation results from WWW will be released upon completion of the company review and finalization of the report, which is expected by the end of next week. " Bring it on. End of next week is today. Let's see the valuation report. #diamonds $KDI
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@ekim No results today. They have been basically been missing deadlines since they did the big financing in 3rd quarter 2015. With money in the bank and no urgent need to finance again....I guess priorities change swiftly. #diamonds $KDI
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@ekim No results today for valuations. I don't know what they will be on a conscious level...but sub-consciously, the valuations are telling me they will come in a model of $30, $50 and $60 per carat. We will see how close my sub-conscious is right or wrong. #diamonds #KDI
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@newswire Kennady Announces Kelvin Diamond Valuation Results @newswire/kennady-announces-kelvin-diamond-valuation-results $KDI Average price of US$52 per carat. High-value white gems confirmed in the results. 2.84 carat diamond valued at US$2,640 per carat #diamonds
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@ekim $KDI valuations not so good this am. Did some rough calculations on what that means for rock value per tonne: Rock Value: A = CAD$150 to CAD$160 per tonne B = CAD$190 to CAD$200 per tonne Bx = CAD$60 to CAD$65 per tonne C = CAD$135 to CAD$140 per tonne Gahcho Kue operating cost sits at CAD$75 per tonne..you would need to add in transportation and extra costs if Kelvin kimberlite were to be fed to Gahcho in the future. Plunk in rock value...plunk in 10 million tonnes (estimate for Kelvin)....plunk in milling years in early to mid 2020's. Plunk in some capital costs. Then discount to today. Market cap of $KDI is sitting at CAD$160 million right now. #diamonds
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@JamesKwantes Agree on $KDI @ekim, $NAR came out with a Qilalugaq valuation not much different last summer and it "killed" the project (and stock). Now North Arrow taking another run at Q with some drilling and potentially a larger bulk sample. Kennady has looked pretty richly valued for a long time (esp compared to NAR at these levels)
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SEDI_bot Kennady Diamonds Inc. $KDI just filed 1 reports. View full report: SEDI:KDI
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@racker Kennedy Diamonds $KDI price target lowered to $4 from $4.50 at Canaccord, reflecting the new Kelvin diamond valuation, and a change in their model from a conceptual standalone mine to a satellite of the next door Gacho Kue diamond mine. #diamonds
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@ekim T minus 4.5 weeks until maiden PEA for Kelvin Deposit is released - $KDI #diamonds
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@ekim $KDI is on a tear up again. I am seriously looking forward to all the details in the PEA to be released right around XMAS time.
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@ekim $KDI Kelvin/Faraday complex now worth 1/5th of Gahcho Kue ($MPV portion) and a 1/4th of Renard $SWY and a 1/5th of ekati/diavik ($DDC portion) based on market perception. Should one follow market perception to make $$'s or fundamentals to make $$'s. That is really the hard part of investing. A lot has been made and lost in both regardless of the other. #diamonds
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@newswire Kennady Wins Exploration Company of the Year Award at the Mines & Money Conference, London @newswire/kennady-wins-exploration-company-of-the-year-award $KDI
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@newswire Kennady #Diamonds Announces Maiden Indicated Mineral Resource of 13.62 Million Carats for the Kelvin kimberlite @newswire/kennady-diamonds-announces-maiden-indicated-mineral $KDI
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@ekim Math time for $KDI Gahcho Kue costs are $75 per tonne and the deposit daylights or gets close to surface. Kelvin is further away, under a small body of water and doesn't actually have access to the gahcho mill. So, lets say CAD$100 per tonne operating cost only. At 1.6 cpt that equates to a CAD$62.5 per carat operating cost. They have 13.62 million carats at a value of US$60 per carat. Conversion to Canadian at 1.3143 x = a value of CAD$78.8 per carat. Between CAD$78.8 per carat and CAD$62.5 per carat that is not a huge margin for contingency and problems. That also has to pay for capital (excluding a mill). Profit Margin = CAD$16.3 per carat. Tax rate of 30%. After tax margin = CAD$11.4 per carat. At 13.62 million carats..gives you potential positive cash flow (after tax) of CAD$155 million (undiscounted). Discount that 10 years at 7% (for easy calculation) and you get half that or CAD$77 million. After some capital and you are not looking very good at all. Pretty good for a company worth about CAD$200 million on the market today. #diamonds
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@HRA-Coffin Now @ekim don't be getting all catty just because $KDI has 3-4 times the market cap of your beloved Peregrine
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@ekim Dr. Rory Moore $KDI and Dr. Herman Grutter $PGD both speaking at the Canadian highlights presentation at #roundup2017 - http://roundup.amebc.ca/events/canadian-highlights/ #diamonds
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@ekim Looks like $KDI #diamonds might have lost 1 of its 2 mining analysts. Eric Zaunscherb still lists Kennady -- http://www.canaccordgenuity.com/en/cm/Our-Company/Research/Research-Coverage/Metals-and-Mining/ Geordie Mark at Haywood no longer lists Kennady as a company they follow -- https://www.haywood.com/what-we-offer/research/mining-research
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@newswire Kennady Diamonds Reports Sample Grade of 2.18 carats per tonne for Faraday 3 Kimberlite @newswire/kennady-diamonds-reports-sample-grade-of-218-carats $KDI
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SEDI_bot Kennady Diamonds Inc. $KDI just filed 2 reports. View full report: SEDI:KDI
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@newswire Kennady Reports Sample Grades of 3.14 carats per tonne at Faraday 1 and 3.22 carats per tonne at Faraday 2 @newswire/kennady-reports-sample-grades-of-314-carats-per-tonne $KDI
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@ekim $KDI releases more stunning grades from Faraday 1 and Faraday 2 -- http://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aKDI-2438327&symbol=KDI&region=C Unfortunately the macro diamonds are pretty horrific and it doesn't take an expert to figure that out. Faraday 1: 0.44-carat off-white transparent aggregate with inclusions; 0.42-carat brown transparent resorbed octahedron with no inclusions; 0.28-carat brown transparent fragment with inclusions. Faraday 2: 0.11-carat brown translucent fragment with inclusions; 0.11-carat off-white transparent aggregate with minor inclusions; 0.10-carat brown, transparent dodecahedron with inclusions. #diamonds
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@newswire Kennady Files NI 43-101 Kelvin Resource Report on SEDAR @newswire/kennady-files-ni-43-101-kelvin-resource-report-on-sedar $KDI Indicated Mineral Resource of 13.62 Million Carats, 8.5 million tonnes at 1.6 carats per tonne and US$63 per carat.
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@ekim $KDI aggressive exploration budget - CAD$24.3 million for 2017. I believe they have 10 to 12 million in the treasury right now. #diamonds
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@JLB Can anyone shed light on the price decline?
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@ekim At roundup last week. Rory presented. Stated they had $cad 8.5 million cash and the plan is to include two of the Faraday's in a bulk sample to include alongside Kelvin and finally release a pea in 2nd half of 2017.
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@ekim They will need more money to get there.
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@JLB thanks -
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SEDI_bot Kennady Diamonds Inc. $KDI just filed 2 reports. View full report: SEDI:KDI
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SEDI_bot Kennady Diamonds Inc. $KDI just filed 1 reports. View full report: SEDI:KDI
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@newswire Kennady Provides Update on the Faraday Bulk Sampling Program @newswire/kennady-provides-update-on-the-faraday-bulk-sampling $KDI
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@ekim Thought they had 2 RC rigs last year anyway.
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SEDI_bot Kennady Diamonds Inc. $KDI just filed 2 reports. View full report: SEDI:KDI
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SEDI_bot Kennady Diamonds Inc. $KDI just filed 3 reports. View full report: SEDI:KDI
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@ekim Stock drifting on this stock. There was talk about a drill programme West of Gahcho Kue...but based on the last earnings..after a bit of financial clean up...there isn't a whole lot of money left to actually drill. Anyone see this being different? Maybe they should partner with $KDI to plunk a couple of holes into the property.
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@newswire Kennady Provides Update on the Faraday Bulk Sampling Program @newswire/kennady-provides-update-on-the-faraday-bulk-sampling-82eb3 $KDI
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@newswire Kennady Forms Special Committee to Evaluate Strategic Alternatives @newswire/kennady-forms-special-committee-to-evaluate-strategic $KDI
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@ekim @Zeus I have been scratching my head on $KDI 's news release on Friday..let alone $PGD 's options. Fundamentals are sound at Chidliak and the a 10% dilution would generate a lot more money at a market cap of $150 million versus the $70 to $75 million they sit at now. The plus side is that they have been down in the $30 to $35 million market cap not that long ago. I suspect a 10% dilution inclusive of some premium flow through maybe in order as $PGD goes it alone for another 10 months up until the updated PEA shows the project even more robust then ever.
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@ekim What are the odds that $DDC threw a dart at $KDI to try and swat this whole aggressive takeover tactic? I would say very low...but the coincidence of an after hours news release on Friday night by $KDI followed by these news releases on a Sunday? Just one thought. #diamonds
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@racker Canaccord downgrades Kennady Diamonds $KDI - "Game of Stones; downgrading to HOLD (from Spec Buy), target price C$4.00"
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@ekim Analysts usually have variations of buys. A hold is probably a precursor of dropped coverage in the short to medium term. I believe Haywood dropped coverage many months ago.
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@ekim Updated the list of potential acquirers for $PGD #chidliak with the addition of this Washington Group of companies ($DDC) -- https://chidliak.blogspot.ca/p/potential-acquirers.html This same list would be relevant to other diamond players like $NAR $KDI $DVI $DIA etc. #diamonds
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