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Share Name Share Symbol Market Type Share ISIN Share Description
Kavango Resources Plc LSE:KAV London Ordinary Share GB00BF0VMV24 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.25 9.09% 3.00 2.90 3.10 3.25 2.85 2.95 4,544,492 15:58:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Aerospace & Defence 0.0 -1.5 -0.9 - 6

Kavango Resources Share Discussion Threads

Showing 451 to 471 of 2075 messages
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DateSubjectAuthorDiscuss
04/5/2019
08:56
I hadn't noticed this bit before "Indicative cobalt mineralisation has been identified in both holes"We had an RNS confirming cobalt in the first hole but this confirms cobalt in the second too.The storey here seems to get better and better.Not long until the assay results come back, should have answers in the next 2-3 weeks.
simonparker5
04/5/2019
00:07
For any newcomers this is what we are drilling at Ditau and so far two holes drilled and both positive for cobalt and other metals to be determined by the assays. Dec 10th 2018 KSZ Project – Ditau Prospect At the Ditau Prospect, which has a strike of over 7km, multiple lines of AMT surveying have now identified two elongated conductors extending from just below the surface to depths in excess of 600m. The two Ditau conductors are open at both ends and extend north-south for at least 4km and represent very compelling geophysical anomalies which are both coincident with strong zinc in soil anomalies. The Ditau magnetic body is associated with a significant gravity anomaly and probably represents a mafic intrusive at depth. These conductors represent prime priority drill targets for the first part of next year. The remarkable coincidence of significant (probably mineralised) EM conductors at depth with zinc in soils anomalies on surface represents compelling evidence that Kavango’s soil sampling technique is able to detect mineralisation above considerable depths of cover. The Company believes that a combination of AEM surveying, zinc in soils geochemistry and AMT ground based resistivity surveying will continue to identify multiple high quality drill targets over the coming months. And from recent RNS April 30th 2019 The Ditau prospecting licence (PL169) covers 469km(2) and is the most advanced of the Company's prospects. The Ditau Prospect is a 7km x 5km magnetic and gravity anomaly with significant zinc-in-soils anomalies. Geochemical soil sampling and geophysics (magnetic and gravity surveys as well as CSAMT) have identified a number of large conductive anomalies at depth (see below). At the time of writing two diamond core drill holes have been completed to depths in excess of 300m. Both holes encountered very intense alteration and deformation of the Karoo age rocks, which lie above a mafic intrusive (gabbro), which is almost certainly the source of the magnetic and gravity anomaly. The alteration in the Karoo sediments appears to be in excess of 300m thick, whilst the alteration penetrates into the gabbro for at least another 75m. Iron and copper sulphide mineralisation is present throughout the altered Karoo sediments and the gabbro. Indicative cobalt mineralisation has been identified in both holes (portable XRF analyses). The core from both holes has been cut and sampled in Botswana and has now been sent for assay and analysis at a laboratory in Australia.
skiboy10
03/5/2019
17:12
The numbers show the junior cobalt explorers are still in a coma. The main reason for continued enthusiasm for cobalt recovery is that the basic economics of supply and demand have not changed. Cobalt is an essential element in lithium ion batteries. The average cell phone, for example, requires roughly 12 times more cobalt than lithium. Tesla’s Model 3 requires 15 kg of cobalt per car. Assuming Tesla hits its production target of 500,000 units, an additional 7.5 million kg of cobalt will be consumed for one model for a minor car producer. That’s roughly 7% of incremental global supply needed for only that one model. The global market for cobalt is only 100,000 tons per year. That sounds like a lot, but realize that a freighter can take a 100,000 tons of iron ore in one load and ship it across the oceans to India for processing. The cobalt market is comparatively small, leaving it more exposed to kinks in the supply chain. The car manufacturers understand that vertical integration in their cobalt supply chains will be vital to their success, just as in the rare earths industry. We have seen Volkswagen and BMW announce forays into the cobalt market to secure a long-term cobalt source for their vehicles. They are not content to rely on the Congo (source of 60% of the world’s cobalt) or upon China who processes is more than half of the world’s cobalt. This is part of the thinking behind FocusEconomics’ latest cobalt projection, which is calling $40,000 per tonne this year for cobalt and then $50,000 in 2021. We are finally seeing normalization start to play out in the global pricing for cobalt. After a punishing spiral, cobalt has had a 13% jump since March 15/19. While it’s possible these are just zombies stumbling in the dark, we believe this is Life returning to a once buried market. https://investorintel.com/sectors/technology-metals/technology-metals-intel/zombies-in-the-land-of-cobalt/
skiboy10
03/5/2019
17:10
Yup go figure. If good then the EM survey results due next week should push the share price to a new high. It feels as though a few more people are starting to take a look here.
skiboy10
03/5/2019
16:27
Makes no sense to me that it goes up today and the day the first hole results came out it was unch .....
catsick
03/5/2019
16:24
Imagine what it'll be like on a 50M volume day
skiboy10
03/5/2019
16:03
paul johnson ‏ @pauljohnson9691 6m6 minutes ago With all the info in public domain does feel like buying 30p shares for 3p at the moment. Targeting elephant discovery #KAV @KavangoRes
skiboy10
03/5/2019
11:40
At 35000 usd a ton , .2% for a pittable resource is more than ok without any credits , now consider that if the cobalt is there then close by all the other elements will also be concentrated and you have a very interesting prospect
catsick
03/5/2019
11:33
Looking like a good finish for the bank holiday. Enjoy all, GD
greatfull dead
03/5/2019
11:29
Cashandcard - cobalt is economic at 0.1% not 1%
skiboy10
03/5/2019
10:41
catsick, This looks interesting, but returning values of significantly less than 1% cobalt. To what extent will other metal credits have to make up the difference between marginal and economic deposits? Cash
cashandcard
02/5/2019
20:45
So all good in the hood, update on geophys surveys next week and assays on both holes end of month. I guess all +/- a week or two. He was challenged on why they have not updated the market on the second drill site findings I half think that they realised than it made no difference to the share price so may as wait until the assay results. sit tight
jone06
02/5/2019
18:43
All in place... Majors IMHO will try to get a controlling interest once assay results are released. That's assuming they will be as good as I think they will be... GLA, GD
greatfull dead
02/5/2019
18:16
Michael Foster mentioned testing for gold in the interview today. This would back up Mike Moles' earlier thoughts on an 'Olympic Dam type structure' Iron-Oxide-Copper-Gold or (IOCG) rather than Norilsk Cu-Ni-PGE? Either way it's 'a big system'. Also unlike drill one which did not reach target depth they hit their target on the second drill and went out the other side.
skiboy10
02/5/2019
15:03
Very interesting interview, he is not a very good poker player, he could not hide he is talking closely with the majors when asked... we have to wait to the end of the month when we should get 2 sets of assays and a funding jv deal too would be my bet ....
catsick
02/5/2019
14:51
Kavango Resources' Michael Foster updates as second Ditau hole completed09:46 02 May 2019Michael Foster, chief executive of Kavango Resources PLC (LON:KAV), caught up with Proactive London's Andrew Scott following the release of their 2018 results this week.Foster confirms two holes have now been drilled at their Ditau prospect and have been sent off for assay.Meanwhile more than 4,000 line-kilometres of airborne electromagnetic surveys have been carried out over its prospecting licences, which cover around 9,000 sq km in south west Botswana.https://youtu.be/3wpmn8M8wtE
skiboy10
02/5/2019
14:51
Kavango Resources' Michael Foster updates as second Ditau hole completed09:46 02 May 2019Michael Foster, chief executive of Kavango Resources PLC (LON:KAV), caught up with Proactive London's Andrew Scott following the release of their 2018 results this week.Foster confirms two holes have now been drilled at their Ditau prospect and have been sent off for assay.Meanwhile more than 4,000 line-kilometres of airborne electromagnetic surveys have been carried out over its prospecting licences, which cover around 9,000 sq km in south west Botswana.https://youtu.be/3wpmn8M8wtE
skiboy10
02/5/2019
04:36
Does this mean holes 3 and 4 are on hold whilst talks are ongoing? Why spend our own cash when a third party can? Proposed work programme for 2019 During the first half of 2019, the Company will focus on modelling and interpretation of the extensive geological, geochemical and geophysical information now available for the exciting Ditau prospect. An assessment of the Ditau's potential will be made ahead of further work.
skiboy10
02/5/2019
04:22
I think the speculation regarding JVs and majors is totally justified given the preliminary partial results of holes one and two, the size of the prospect and that Mike Moles said this in May 2018 pre-IPO. “So you are pretty excited about the potential of this project Mike?” “Oh absolutely yes. I think it is very exciting. Look it’s not without its risk. There is obviously a chance that there is absolutely nothing there at all but it has all the right addresses. The similarity between the Norilsk type model and what we discovered to date would suggest to us there is a very good chance of discovering massive sulphide deposits. I think the other think that’s also good it that this is a huge huge body. It’s a huge system and generally in geology the bigger the system the bigger the deposit is likely to be so we are very upbeat about it.’ “Have you seen much interest externally in Kavango Resources?” “There are a number of people who are watching us very closely. Some of the big companies have been very interested in what we are doing. We are not interested at this stage in doing a deal with a big company because we would not get value for it at this point in time. We need to identify a big deposit first and then I think we would be very keen to talk to some of the bigger companies. At the moment we are talking, we have been talking to some of the big companies who have shown some interest in us but we would prefer at this stage to keep going alone until we make a substantial discovery”. https://www.youtube.com/watch?v=MLeghBywWOU
skiboy10
02/5/2019
01:59
I would tend to agree with that report, I would guess that what explains their behavior is that after the first rns they have had a lot of farm in/jv interest from majors who would require the assay results from the first two holes prior to signing and they have been told to keep the market updates to the absolute bare minimum, I am guessing they give 25pct of the asset away in exchange for funding of a major 10,000m plus drill program costing around 10m usd. Either that or everything has been disappointing but that does not explain downplaying what seems to be good news hidden in the annual report...Very interesting and the lowly market cap and lack of noise is odd .... at worst its a coin toss, I have about 1% of the company now so I hope it comes up heads ....
catsick
01/5/2019
14:11
https://www.valuethemarkets.com/2019/05/01/hidden-gems-buried-in-kavangos-annual-results-kav/
skiboy10
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