Kennedy Venture Share Discussion Threads

[qs99] 12/7/2017 10:20

let's hope this is a meaningful reversal now....

[qs99] 11/7/2017 08:56

Yup likewise drift drift drift

[a2584728] 11/7/2017 07:33

Disappointed

[birotop] 10/7/2017 10:44

Dear oh dear....

[tommygriff] 09/7/2017 08:55

Do kenv intent to sell the mica that's extracted as a bi product of tantalite?

[wrtmf] 07/7/2017 09:49

we will get those, sept onwards....

tant offtake sept/oct
lithium jorc nov/dec

[having followed bcn/emh - jorc will not be quick, imho]

in the meantime, other potential regional customers might appear with sampling requests [asia?]

...or already have.... 'further into supply chain'

[qs99] 07/7/2017 09:42

Indeed, but we need news on production and JORC clarity IMO before it will start to hit the 20p+ levels ... DYOR

[wrtmf] 07/7/2017 09:06

mid-august through to january, we'll be even happier with share price hopefully!

[wrtmf] 07/7/2017 08:58

20-30p by now, was my hope with ALL the news/detail that was anticipated in q2...

[a2584728] 07/7/2017 08:39

Slightly frustrated by the share price here was hoping to be up around 14p by now

[wrtmf] 07/7/2017 08:24

its summer!

got no problem with trading sideways at 9p.
in hindsight, who wouldn't have liked a batch of these at 2.75, last mid-august.
its what follows that is tantali-sing!

[wrtmf] 05/7/2017 21:44

'It now produces 180T per annum. Congo is the second largest tantalum producing country in the world and guess how much they produce... 180T. KENV have got to the point where they are producing as much as Congo. Who cares if it doesn't have the latest technology, which btw it probably does.

It's now producing 180t of tantalum. That makes it a world class tantalum producing mine. End of.'

thelithanater, lse bb.
--

interesting...thanks

[wrtmf] 04/7/2017 21:13

double bottom here at 9.6 or back to 9p?
find out in the next few days...

i know we're not primarily lithium [yet], but the other 'aimers' are all in the doldrums as well, imho,

bcn, emh, sav, kod, prem

kenv - generating cash, site expenditure to be recouped, processes in place to monitor for early signs of equipt breakdown, but currently at full scale production... nice and steady progress

[bad gateway] 04/7/2017 09:57

Wish I'd waited the extra day now, still on the bright side chance to average in. 200dsma's very close to that 9p target 9.25 and it was the 200dsma being successfully defended that initiated the move from 5 to 15p back in Jan so I may have some if it drops another tick (or perhaps even if it doesn't.)

[underhill2] 04/7/2017 09:40

Soon will be able to buy at 9p. I'm waiting for 9p before I top up. The Market Makers are having fun here !

[wrtmf] 03/7/2017 14:25

something has got to give - down trend from 13p to meet uptrend from 9p soon....

[bad gateway] 03/7/2017 11:37

Agree re the uptrends, tant seems on a roar. Must be too cheap here with the above no's from GRSL surely? Had a few to tuck away as wouldn't expect this bargain bucket time to last too long not when pi's start to take in the figures above.

[wrtmf] 03/7/2017 11:25

price indicator...



[removed by me as page now redirects to a login]

[wrtmf] 03/7/2017 11:13

all pricing on up trend across all periods according to asianmetal site,

[wrtmf] 03/7/2017 11:05

infomine still showing usd123.13/kg from 31mar2017
anyone found something more recent?

grsl - thanks for the above numbers.

[wrtmf] 03/7/2017 10:56

bonded warehouse.

hope we have more potential customer site visits on the back of fri rns.
'competitive tension'

[grsl] 03/7/2017 10:06

Whether you have an offtake agreement or not you would not have 15MT of tantalum sitting around, where would you store it? They clearly stated that they had reached full production capacity and that recovery had increased from 50% to 70% and that they had sold more tantalum than the current quality sampling order. During the last quarter they have produced in 1 of those months at least 15MT of tantalum!

With only 50 years global supply left of Tantalite and it being on the critical raw materials list, there will be no shortage of buyers for this tantalite.

[qs99] 03/7/2017 10:05

thanks, interesting

[grsl] 03/7/2017 09:42

and 17MT per month would give the below profits per month using todays exchange rate, I would also expect the $40 profit margin given that the tantalum is at such a high grade

There are 2204 lbs per Metric Ton x 17 = 37468 lbs

37468 lbs x $40 = $1,498,720.00 (£1,153,894.00)
37468 lbs x $35 = $1,311,380.00 (£1,009,896.00)
37468 lbs x $30 = $1,124,040.00 (£865,321.00)