Katoro Gold Share Discussion Threads

[tidy 2] 07/5/2020 07:52

Nice boys.

[smackeraim] 07/5/2020 07:52

I'm not going to bother posting for today. Because I have near enough given up with the advfn trolls, no doubt here in droves today. But I'm holding until production- like I have said since I started this thread. See you at a much higher market cap, after close !

[smackeraim] 07/5/2020 07:47

5m market cap. Huge project. Good enough for me. Now see you higher. Hope the negativity from some doesn't put you off your porridge

[grimreaper2019] 07/5/2020 07:46

Caution is needed here, can anyone remember the fancy NPV numbers provided by KIBO a few years back on the power project, just look at what happened there, complete shareholder value destruction.

Coetzee has form in value destruction, KAT is the new vehicle to line his and associates pockets.

[qs99] 07/5/2020 07:45

Not sure why the moaning? am not particularly close to this but £5m market cap and NBV of c.£110m? COuld there be potential to extend mine life?

Figures modelled on $1500 so further uplifts or even maintenance at $1700 POG provides material upside.

DYOR

[smackeraim] 07/5/2020 07:45

Well get yer self away to that board the deacon. Who cares

[dozyduck] 07/5/2020 07:37

Unsurprising that, as usual for anything Kibo/Coetzee related, the details reveal a very different picture from his initial one. In particular the capital needed is far higher, the recoveries far lower, and the life of mine cash generated far lower. Having said which it still looks attractive. Big problem is probable size of initial capex and whether KAT can raise it.

[zuludave77] 07/5/2020 07:36

Do you think this will get pumped n dumped off this news? LSE lot seem impressed with figures

[the deacon] 07/5/2020 07:33

GRL much better. 143% IRR at $1300 gold.

[smackeraim] 07/5/2020 07:30

Get yourself away then if you don't want to invest. It's great numbers for a minnow like KAT lol

[costax1654x] 07/5/2020 07:30

Beware with Coetzee.Project looks good,but....Coetzee is the most dangerous CEO on AIM

[someuwin] 07/5/2020 07:29

Amazing for a £5m company...

HIGHLIGHTS:

-- The Study demonstrated an unlevered Project Net Present Value ('NPV5') of US$131million, a 25% Internal Rate of Return ('IRR') and a Return on Investment ('ROI') of 260%

-- Mine life of 25 years building to a production capacity of 500,000 tons per month and 35,000 ounces of gold production per annum. Overall production of 661,171 ounces of gold over the 25 years, generating revenue of US$992m

-- Low cost operation with an estimated All-in Sustaining Cost ('AISC') of US$727 per ounce of gold and an All-in Cost ('AIC') of US$920 per ounce of gold. Total Project capital costs of US$110m across the life of the Project, with peak funding requirement of US$36.4m

-- The Study utilised a gold price of US$1,500 per ounce compared to the current price of c. US$1,700 per ounce

-- Based on the current data available, Minxcon has estimated the potential Mineral Resource at the Project which is used in the Study to be 1,290,000 ounces of gold with 277,000 ounces in the Measured and Indicated categories and 1,013,000 ounces in the Inferred category

-- Following rigorous independent evaluation and assessment the Project demonstrates robust technical and economic viability

[the deacon] 07/5/2020 07:24

All looks very average to me. A 25% IRR at $1700 gold isn't anything to write home about

[smackeraim] 07/5/2020 07:17

Worth the wait I would say!

[texaschaser] 07/5/2020 07:16

· The Study demonstrated an unlevered Project Net Present Value ('NPV5') of US$131million, a 25% Internal Rate of Return ('IRR') and a Return on Investment ('ROI') of 260%

unlevered = undelivered.

Average NPV $5m per year

Total Project capital costs of US$110m across the life of the Project, with peak funding requirement of US$36.4m

Better elsewhere. Where get $36.4m from? Dilution.

[onedayrodders] 05/5/2020 12:16

That's assuming funding sorted of course !

fingers crossed

[jackjackpaul] 05/5/2020 12:11

HunterD
@confluencetradr
·
Apr 28
Lovely to see my largest Gold hold #KAT start its real rise. Bullish engulfing candle forming on the Monthly with chart looking exceptionally well aligned for a huge bull run. Initial Target 6.15p-7.60p with Main gap fill target at 9.50p. Gold on the rise. Strong Buy!!!

[smackeraim] 05/5/2020 12:07

Scoping study should be any time soon. Still holding, and have done for donkeys.. contrary to what the advfn pleb thinks.

[iamgreat1] 05/5/2020 12:05

Rampers havebsold on the spike now ramping again and buying in

[smackeraim] 05/5/2020 12:03

Moving again

[uknighted] 03/5/2020 19:22

Bank Holiday on Friday.

[craffert] 03/5/2020 16:37

scoping study more advanced than assumed - news on the updated economics of the project could be the price catalyst on Friday

www.share-talk.com/st-brides-partners-weekly-brief-1st-may-2020/#gs.57834f

[someuwin] 01/5/2020 09:07

Next move should see it over 3p

[craffert] 30/4/2020 15:52

I can see an fund popping up here with a wedge of high coupon roll up debt plus equity at project level to get the thing going plus a bit of equity into the plc to balance the risk/reward

[onedayrodders] 30/4/2020 12:35

yep it all stacks up ... just need finacing confirmed and we are all systems go.