Kennedy Venture Share Discussion Threads

[oilbuy] 01/2/2016 12:37

Does anybody know the cost of our production ?Ta205 now $122 per kilo for 100%

[mikeh30] 25/1/2016 12:08

Buy when no one else is buying.News will see this bag

[andrbea] 25/1/2016 10:58

tantalum still investable
asx knows that
London (AIM) seems oblivious....

proactive article:


the company LTR's share price has surged from 0.005 cents to 0.02 cents in recent months....

[andrbea] 14/1/2016 15:53

many years ago tantalum was dominated by Australia & Brazil
Nowadays its..... Africa
So one can assume that Aussie miners (like PLS) will be descending on Africa to mine what they can no longer do at home

[mikeh30] 14/1/2016 15:48

Bagger in the making

[mikeh30] 11/1/2016 18:12

waiting for the news that will move this like NCCL

[hedgehog 100] 10/1/2016 16:05

KENV has risen from barely a penny two years ago to over 9p recently, a superb investment, especially in a resource sector bear market.

And the big gains at KENV came to those with vision and patience.

24/12/2013 08:54 UK Regulatory (RNS & others) Kennedy Ventures PLC Final Results

" ... As shareholders will be aware, Kennedy Ventures has been an investment company since going through a CVA and reconstruction in May 2012. Its investment policy is to make investments in the energy and resource sectors. We remain focused on those areas and continue to believe that good opportunities exist in these sectors although we are also prepared to look more widely at other areas and we have reviewed a number of such opportunities.

Kennedy has in fact principally sought to do a reverse transaction and, although we have taken a number of transactions to quite a detailed stage, we have not yet identified one which, in the Directors' view, would be attractive in terms of valuation and future financing requirements to shareholders.

It has in fact implemented its investment policy, as announced on 24(th) May 2013, having invested in a portfolio of quoted and unquoted investments in the resources sector. It subsequently disposed of its quoted investments, in view of uncertainties that the Directors felt were developing for small to mid cap stocks in this sector ...

We do however feel that the Company needs to be more fully resourced and we are planning to bring in additional capital in the near future. We are hopeful that this will lead to a value enhancing transaction in the current year. ... "




Two years ago KENV was quite comparable to MMO at the moment.

MMO market cap. £0.34M., with cash reported as £0.539M. two weeks ago, and with low cash burn.

[mikeh30] 06/1/2016 14:17

£20k buy Nice sign of confidence

[mikeh30] 05/1/2016 12:00

From half yearly report:-- Further tantalite asset acquisitions will be sought post commencement of production at the Mine.Expecting some serious news flow here

[mikeh30] 05/1/2016 11:46

Aside from the ramping up of production at Tantalite Valley, there appears to be a number of related opportunities within the broader tantalum field, both in terms of regional sourcing and downstream processing. We shall continue to investigate these opportunities for added shareholder value in the medium term.Tantalite is a valuable commodity in a stable market and we are confident that Kennedy Ventures, with its long term offtake agreement in place, is on track to become a leading, highly profitable producer of tantalum in the near future.

[mikeh30] 05/1/2016 11:27

10,500 tonnes per month; estimated to produce around 5,000lbs Ta205 per month. = 2250 kgX160usd=$360000 per month.The produce will be ramped upped to 9000lbs per month moving this closer to $700000 per month.With the lowest costs in the industry and the possibility of further mines this could be a multi multi bagger

[mikeh30] 05/1/2016 11:20

Just looking a bit deeper into it now.£160usd per Kg tantalite 10500 tonnes per month

[oilbuy] 05/1/2016 11:16

How much do you think we will earn mike ?

[mikeh30] 05/1/2016 11:05

""We remain focused on increasing production at Tantalite Valley to an initial target of 10,500 tonnes per month. Alongside this, we are excited by the number of opportunities within the broader tantalum field and continue to investigate these in our journey to become a leading, highly PROFITABLE producer of tantalum.""10500 tonnes per month@current tantalite prices is huge income and huge profits with the low cost production.

[mikeh30] 05/1/2016 10:56

""Offtake AgreementThe leading manufacturer has agreed to take the FULL PRODUCTION from Aftan under a long term offtake agreement. Prices are in line with the market.The Market for Tantalite and TantalumTantalite concentrates form the vast majority of feedstock for all tantalum products. As such they critical and unreplaceable parts of a wide range of modern electronics including computers, tablets, mobile phones, motor components and video game systems.""Remember when CPX had its supercapacitor news and its flew, I can see similar interest and a similar rise hereAtb

[mikeh30] 05/1/2016 10:53

"We have made excellent progress over the year as we transform the Company into a material producer of tantalum, a rare and valuable metal used in the production of electronic components and alloys."We were delighted to announce at the beginning of November 2015 the successful commissioning of Aftan's tantalite process plant within budget and the production of tantalite has begun. This is a major milestone for the Company and we are confident that sales to our offtaker will commence in the final quarter of 2015."We remain focused on increasing production at Tantalite Valley to an initial target of 10,500 tonnes per month. Alongside this, we are excited by the number of opportunities within the broader tantalum field and continue to investigate these in our journey to become a leading, highly profitable producer of tantalum."Sales news to drop anytime.Could be a massive riser on news

[andrbea] 04/1/2016 17:32

more news in the tantalum mining sector

[andrbea] 22/12/2015 12:50

pls Dec 22nd, an asx/hot copper poster:

A 13.64% increase on share price in the day is worth putting you seatbelt on for

Tomorrow will be even better -

[andrbea] 22/12/2015 12:48

pls (peer share, as they, like kenv, also mine tantalulum) up 400% this year

"In Australia, Pilbara Minerals (ASX:PLS) bucked broader trends in the junior mining space to rise over 400 percent this year. As of December 18, shares of the company were up 422 percent, at AU$0.23."

[ridicule] 18/12/2015 13:22

Did anyone attend today's AGM and is there any feedback they cab share?

[kevlar131] 18/12/2015 10:19

Any production news yet, was expecting first delivery to have been announced by now.

[andrbea] 15/12/2015 10:18

Australian companies going after tanatalum in Africa (as home supplies dwindle)
latest to do so is Liontown:

Great announcement lithium sector hot at the moment!
Highlights:

177km2 Mohanga Lithium-Tantalum Project secured in central Tanzania
Analogous geological setting to world-class Greenbushes deposit in Western Australia
Three lithium-bearing pegmatites confirmed with more indicated by historic mapping
Grades up to 5.2% Li2O and 0.11% Ta2O5 returned from recent reconnaissance sampling
Planned exploration activities include mapping and trenching ahead of drilling.


When we have companies like Pilbara Min valued at over 200 million.
Still early days but if we get any good drill results then this should be a 10 bagger at least! IMHO

Release Date: 24/11/15 09:12
Summary: Liontown Secures Lithium-Tantalum Exploration Project

[andrbea] 15/12/2015 10:18

In 2000, Australia produced 45% of the world’s tantalum concentrates (tantalum-containing minerals) but by 2014 that number had dropped to 4%