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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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@JamesKwantes Interesting on Grib @ekim - I don't know the asset but seems to be a new diamond mine that recently started production. A bit like $SWY no?
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@JamesKwantes Don't forget about the $DDC dividend, @Wannabeinvestor. Diamonds are an inefficient market - which makes DDC a good trading stock - but longer-term DDC assets are aging. There are also new diamond mines to invest in, $SWY and $MPV. Interesting to see Rio's renewed interest #diamonds
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@ekim $SWC unfair value investigations up to 4: Robbins Arroyo LLP Levi and Korinsky LLP Powers Taylor LLP Rigrodsky & Long, P.A. Time for the lawyers to make money or what?
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@JamesKwantes Whoa whoa @ekim I don't konw about De Beers and $CVV. Never really been a believer in the $CVV diamond diversion. But on $SWY - what's an "unfair value investigation"?
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@ekim @Jameskwantes where is the unfair value investigation reference for $SWY?
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@nasdaq Stornoway Announces Commercial Production Achieved at Renard @nasdaq/stornoway-announces-commercial-production-achieved $SWY
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 2 reports. View full report: SEDI:SWY
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@ekim What is with the big volume day today? #Diamonds $SWY
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 1 reports. View full report: SEDI:SWY
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@wolff Artificial diamonds appear poised to kill the industry - I am selling out all my Diamond holdings - good luck to the longs
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 1 reports. View full report: SEDI:SWY
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@marketwired North Arrow Acquires Remaining Interests in Qilalugaq (Nunavut) and Pikoo (Saskatchewan) Diamond Projects From Stornoway @marketwired/north-arrow-acquires-remaining-interests-in-qilalugaq $NAR $SWY  North Arrow will acquire Stornoway's approximate 18% interest in the Qilalugaq Project and approximate 15% interest in the Pikoo Project in exchange for 2,000,000 shares of North Arrow.
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@newswire Orion Mine Finance Completes Disposition of Shares of Stornoway Diamond Corporation @newswire/orion-mine-finance-completes-disposition-of-shares $SWY
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 1 reports. View full report: SEDI:SWY
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@ekim Orion Mine Finance Group in talks to package up and sell its 87 royalty, streaming and offtake assets. This no doubt includes $SWY Renard stream #diamonds http://www.mining.com/financier-just-call-end-mining-rally/
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@nasdaq Stornoway Announces 2016 Production Results and 2017 Guidance @nasdaq/stornoway-announces-2016-production-results-and-2017 $SWY
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@marketwired North Arrow Closes Acquisition of Remaining Interests in Qilalugaq (Nunavut) and Pikoo (Saskatchewan) Diamond Projects @marketwired/north-arrow-closes-acquisition-of-remaining-interests $NAR $SWY The company has issued to Stornoway 2,000,000 common shares of North Arrow. Stornoway retains 0.5% and 1.0% gross overriding royalties on diamonds and 0.5% and 1.0% net smelter returns royalties on base and precious metals mined from the Qilalugaq and Pikoo Projects, respectively. North Arrow is also required to make Cdn $2.5M and Cdn $1.25M cash payments to Stornoway at the same time that first royalty payments relating to the Qilalugaq and Pikoo Projects, respectively, are payable.
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 2 reports. View full report: SEDI:SWY
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 1 reports. View full report: SEDI:SWY
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@racker ‪Stornaway Diamonds CEO Matt Manson TNM's Mining Person of the Year http://www.northernminer.com/people-in-mining/matt-manson-mining-person-year/1003784030/ $SWY
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@JamesKwantes Thin crowd at diamond presentations but heavy hitters include people who have shaped the Canadian diamond industry: Chuck Fipke, Eira Thomas, also William Lamb $SWY $NAR $DMI $SGF $LUC #PDAC
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@Vaughan Tony in maple: question on stornoway. $SWY good news is they have higher grades in the stones, but bad news is that many of the diamonds mined by stornoway would be sold into India, but with the cash crunch in the country, there is just no demand for the smaller stones. #marketcallPDAC
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 1 reports. View full report: SEDI:SWY
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 14 reports. View full report: SEDI:SWY
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 4 reports. View full report: SEDI:SWY
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SEDI_bot Stornoway Diamond Corporation $SWY just filed 4 reports. View full report: SEDI:SWY
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@JamesKwantes Hope you're right @teevee, it's a focus in my portfolio and in the newsletter. Millenials and synthetics are two headwinds for the industry, but supply/demand remains very favourable. There has been so little diamond exploration in recent years and few new diamond mines coming on stream, despite two recent Canadian openings - $SWY Renard and $MPV De Beers Gahcho Kue
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@JamesKwantes Dominion Diamond, Stornoway have held merger talks, sources tell Reuters http://www.reuters.com/article/us-dominion-diamond-m-a-stornoway-diamon-idUSKBN16R2QJ $SWY $DDC
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@ekim "....One of the people said the talks were still ongoing." $SWY $DDC Time for consolidation in the industry is passed. Get on with it people! Get on with it! #diamonds
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@ekim Mining stock rallies with no news and gets halted by IIROC....Rumours flying all over the map with $DDC and $SWY and don't get halted. No point in halting something that should be halted..that would just be a waste of power. Must halt things that kill's peoples hopes and dreams.
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@JamesKwantes Correspondence between $DDC, Washington Group in latest salvo references one other "alternative transaction" - sounds like the $SWY merger idea
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@ekim List of synergies for a $DDC and $SWY merger? - Reduction in overhead...Stornoway has an insane executive team...like 11 VP's or such. That could cleaned up easily....maybe all the VP's want a merger to trigger a severance pay out. Renard production could piggy back onto DDC's rough diamond sale distribution. DDC's cash could pay off some of Renard's debt. The deal would definitely be one sided IMO. Just a question of whether DDC wants to navigate that swampy lake before it can firm up on a pure Renard operation...maybe buy the stream. ...and to top it all off...one big investor in $SWY is offiically in harvest mode -- "Our fund has a seven-year life. At the end of 2016 we were done with investments. We are now in harvest mode," [Orion portfolio manager Douglas] Silver said when asked why Orion was selling the portfolio. He said the sales process was launched at the beginning of January." $SWY has plenty of reasons to push a merger...many more then $DDC
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@HRA-Coffin The way $DDC is trading there will be a deal with someone. Shareholders are pricing it in. Management can act all offended but I think the large institutional shareholders will string them up if they don't to a deal now. And I agree with @ekim that $SWY doesn't look like that much of a prize to shareholders compared to a clean cash exit.
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@ekim Question is whether Discussions between $DDC and $SWY were serious enough that they put Matt Manson at top brass and that is why Brendan Bell was shown the door at the end of January. Chicken egg theory.
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@ekim Great video on a surface blast at Renard $SWY this month -- https://twitter.com/swydiamonds/status/855135988590497792
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@nasdaq Stornoway Announces AGM and First Quarter Earnings Release Date, and Management Appointment @nasdaq/stornoway-announces-agm-and-first-quarter-earnings $SWY #news/mining
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@RocketRed $SWY Stornoway Diamond to release Q1 2017 results May 9 lets see how they make out
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@ekim @RocketRed $SWY acknowledged 30 to 40% breakage in the plant and mentioned that 10% would be a reasonable amount...over the last couple of weeks one of the non-canadian producers oversees referenced a 1% breakage from the plant. Sounds like reality versus expectations versus what it should be...are all far apart.
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@RocketRed AB $SWY had Cash operating costs per tonne processed of $57.86 per tonne
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@nasdaq Stornoway Announces Launch of Québec Diamond Sales with Birks @nasdaq/stornoway-announces-launch-of-qubec-diamond-sales $SWY #news/mining
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@JamesKwantes Just had a good chat with independent New York diamond analyst Paul Zimnisky. Anecdotal: he says his industry contacts in India love the Canadian stones, especially from Renard & the $DDC mines. Gahcho Kue, not so much $SWY $MPV #diamonds
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@rustypants Could it have something to do with the size of the diamonds, given $SWY was having breakage problems?
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@Vaughan not many #diamond companies out there @Brian. Any you are watching? $DDC $SWY $MPVD $CVV? $ACS $KDI
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