Kimberley Diamonds
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Der Aktionär hat KIM in sein Musterdepot mit aufgenommen.
Angehängte Grafik:
kim32.jpg (verkleinert auf 67%)
kim32.jpg (verkleinert auf 67%)
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Wertpapier: KIMBERLEY DIAMOND CO. N |
Hier können weitere Berichte und ein Interview des Aktionärs zu KIM abgerufen werden. Das Interview bezieht sich allerdings auf ein Ereignis bereits im letzten Jahr. Mittlerweile hat man entsprechende Vorsorge getroffen, dass Produktion in der Taifun-Zeit weitergeht!
Die Produktion läuft Tag und Nacht. Kim hat eine Power Station, die mit Diesel-Öl Strom erzeugt. Lagerhaltung, Transporte über größere Entfernungen müssen auch bei evtl. Taifunen (Januar bis März) rechtzeitig geplant werden. In den nächsten 2 Jahren allerdings soll KIM an eine in der Nähe vorbeiführende Gaspipeline angeschlossen und umgerüstet werden.
High exploration spend will not deliver a significant new diamond mine in the next three years
Author: Tessa Kruger
Posted: Thursday , 24 May 2007
Johannesburg -
The gap between diamond demand and supply is set to widen from mid-2008 as demand from India and China will grow but no major new mines are expected to come on stream in the next three years.
Major producers are experiencing good demand for better qualities of rough diamonds and expect this trend to continue as growth in major world economies remains robust and new markets for jewellery develop, said diamond analyst Des Kilalea in his recent RBC report on the diamond industry.
Retail demand for diamond jewellery in 2007 is robust and the major producers expect growing demand from oil-producing states, and from India and China Jewellery sales grew in excess of 5% in 2006.
This robust outlook is despite the fact that short-term obstacles exist in the form of rising interest rates and the fate of house prices in the United States.
According to De Beers, the size of the diamond consuming market in India and China is expected to grow at 7% compound every year - from 33 million consumers today to 65 million by 2015.
.......
Der komplette Artikel unter:
http://www.mineweb.co.za/mineweb/view/mineweb/en/...d=21390&sn=Detail
Der Ausblick, daß man mit steigender Produktion auch die Kosten senkt scheint verlockend und auch der steigende Preis für Diamanten gibt mir viel Phantasie.
Ich kenne nicht die Gründe für den Aktionär, die Aktie aus dem Depot zu schmeissen, aber für sieht das alles so aus, als ob man hier in Zukunft viel Geld verdienen kann.
Hält Kimberley´s Versprechen, die Produktion sogar noch zu erhöhen, bei steigenden Preisen, macht das in Summer sehr viel Gewinn.
Wir dürften ja schon sehr bald den nächsten Quartalsbericht sehen.
Oder sind das Vorboten von schlechten Nachrichten ?
Oder einfach nur ganz normale Schwankungen ?
Ich bleib erstmal dabei, daß Kimberley schon bald positive News verbreitet.
41% mehr drin als erwartet Carat & Volumen + Kosten pro Einheit werden gesenkt
Komische Sachen passieren da.
KIMBERLEY DIAMOND COMPANY NL ABN 91 061 899 634
ASX/AIM MEDIA Release 3 July 2007
41% INCREASE IN ELLENDALE 9 RESOURCE
Predominantly High Value Ellendale 9 East
* Updated resource 29.3Mt at 5.4cpht for 1.6M carats.
* Ellendale 9 resource model revised due to positive variances between actual
mined tonnages and predicted resource tonnages.
* A significant proportion of the increase comes from the Eastern Lobe of
Pipe 9, which produces the highest value diamonds at Ellendale.
* Updated mining model being prepared with the additional tonnages of ore
expected to significantly improve the waste:ore ratio, resulting in lower
unit mining costs than previously expected.
* Diamond core drilling planned to test other lithologies within Ellendale
Pipe 9 with the potential to further increase the resource.
Kimberley Diamond Company NL (ASX: KIM, AIM: KDC - Kimberley) is pleased to
announce a substantial increase in the mineral resource inventory for its
Ellendale 9 Project in Western Australia following completion of a revised
geological model for the deposit. The new resource, which more accurately
reflects mining practice at Ellendale, represents a 41 percent increase in both
tonnage and contained carats after allowing for mining depletion over the past
12 months.
The updated resource for Ellendale 9 totals 29.3 million tonnes at 5.4cpht
(carats per hundred tonnes) for 1.6 million carats (refer to full resource
table below). This is a 41 percent increase on the total resource depleted for
Ellendale 9 reported by Kimberley as at 30 June 2006 (20.5 million tonnes at
5.4cpht for 1.1 million contained carats). The updated resource takes into
account production from Ellendale 9 up to May 2007.
Kimberley commissioned a review of its resource model for Ellendale 9 - the
first of its two production centres at Ellendale - in light of inconsistencies
between actual mined tonnages and the tonnages predicted from the model.
Since the commencement of mining at Ellendale 9 in mid-2002, the operation has
consistently delivered significantly higher, actual mined tonnages than
predicted by the model - an overcall of approximately 17 percent over the
life-of-mine to date. In the last three months, this variance has increased to
40 percent.
The revised model more accurately reconciles what is actually being mined with
the geological model, with the re-interpretation resulting in the
identification of an additional 9 million tonnes of ore through the
classification of transitional material that was previously excluded from the
model as ore. The additional tonnages are expected to improve the waste ratio
within the Ellendale 9 pit, potentially enhancing the modelled economics of the
operation.
Updated Resource Model
Kimberley's mining operations at Ellendale utilise geologically-based grade
control with fragmental lamproite (tuff) taken as ore and magmatic lamproite
and sandstone (magmatics) taken as waste. During early stages of narrow
diameter drilling of the Ellendale 9 lamproite pipe, a transitional unit
between the tuff and magmatics was identified which was thought to be
dominantly an ultramafic magmatic breccia. This material was given the
abbreviation UBX in geological logging.
Generally speaking, material was classified as UBX if the logging geologist
could not determine whether the drilling chips being logged were magmatic or
tuffaceous lamproite.
As mining has progressed over the past two years into fresher rocks, it has
become clear that the UBX or transitional material is in fact highly variable
in character, with much of the material containing coarse volcanic rocks
(agglomeratic tuffs) which typically carry the same diamond grade as the finer,
lapilli tuff recognised in most tuffaceous areas of the pipe. It has also
evident that a significant proportion of the material classified as `'magmatic"
from aircore drilling, is in fact agglomeratic tuff, particularly in the
Eastern Lobe of Ellendale 9.
Mining practice and detailed mapping within the Ellendale 9 pit indicates that
significant volumes of material previously classified as either UBX or
magmatics should be re-classified as ore. For the resource estimate, this
material has been given an Inferred classification due to uncertainties about
the distribution of grade within this unit.
The re-interpretation of the geological model has resulted in the addition of
some 9 million tonnes of ore, with much of the increase coming from the Eastern
Lobe of the pipe. Significantly, the Eastern Lobe also has the highest value
diamonds with sales values of US$370/carat.
The revised Resource Statement for Ellendale 9 as at 1 June 2007 is set out
below.
ELLENDALE 9 RESOURCE STATEMENT AT 1 JUNE 2007
Resource Tonnes Carats Grade
Classification (cpht)
Western Lobe Measured 4,310,000 289,300 6.7
Indicated 8,516,000 497,000 5.8
Inferred 3,385,000 207,000 6.1
Subtotal 16,211,000 993,300 6.1
Eastern Lobe Measured 335,000 19,900 5.9
Indicated 3,442,000 159,400 4.6
Inferred 9,306,000 416,200 4.5
Subtotal 13,083,000 595,500 4.6
Ellendale 9 Total Measured 4,645,000 309,200 6.7
Indicated 11,958,000 656,400 5.5
Inferred 12,691,000 623,200 4.9
Total 29,294,000 1,588,800 5.4
NOTES
1. Resources depleted to May 2007.
2. The resource has been calculated from aircore drilling (to establish
lithologies) and large diameter drilling to define grade.
3. For the resource, diamonds were recovered in the 1.2 to 14mm range.
4. Diamond values have been established from sales of production and mine
development diamonds in Antwerp over the past 5 years. A value for Eastern
Lobe diamonds has been established at US$370/ct and at US$200/ct for the
Western Lobe. The variation in value is related to size distribution and
assortment characteristics.
5. Resource classification complies with the JORC Code (2004).
6. All material logged as UBX has been classified as Inferred because of
uncertainties in grade distribution for this unit.
7. Rounding of tonnes to the nearest 1000 and carats to the nearest 100 may
result in computational discrepancies in the statement.
8. Insitu resource does not include metallurgical recovery factors, mining
dilution or change in bottom screen size in production plants.
9. The resource has been calculated with 0 carats per hundred tonnes (cpht)
cut-off.
10. The resource has been calculated down to a reduced level (RL) of 0 metres
above mean sea level. This equates to about 130m below the initial land
surface.
Updated Mining Model and Diamond Drilling
While a new mining model has yet to be defined for Ellendale 9, the increase in
the tonnages of ore within the Eastern Lobe is expected to have a significant
impact on the waste to ore ratio. The reduction in overall mine waste as a
result of the geological reconciliation is expected to further reduce the
overall mine strip ratio for Ellendale 9.
The new geological interpretation of Ellendale 9 is still conservative, and
Kimberley's geological team believes that there is further potential to
increase the resource inventory in instances where aircore drill chips have
been relied upon for rock identifications. The better definition of lithologies
within the pipe, particularly if mining has not clearly indicated that material
is tuff rather than magmatics, may result in further significant increases in
the amount of tuffaceous material.
To explore this possibility, a diamond core drilling program is planned,
initially focusing on the Eastern Lobe of Pipe 9. Eventually, diamond drilling
will be extended across the entire pipe, as diamond core drilling will
incontrovertibly identify lamproite lithologies. It is anticipated that this
work could add significant additional resources to the Ellendale 9 mining
project.
Commenting on the resource upgrade, Kimberley's Chairman, Mr Miles Kennedy,
said: "The excellent work carried out by our geological team has identified
significant resource upside within Pipe 9. The consistent overcall of mined
tonnages against the resource model has resulted in a significant redefinition
of our geological thinking about the classification of transitional material."
"The result is a substantial upgrade in resource tonnages and a significant
change in our methodologies which have important implications for other pipes
in the field," Mr Kennedy continued. "Clearly, narrow diameter aircore drilling
is a very limited exploration tool in assessing the broader potential of the
pipes and, based on our mining experience to date, there is clearly significant
upside which cannot be measured in the early stages of exploration."
"We plan to re-assess Pipe 9 and, eventually, test other pipes in the field
using diamond core drilling, and we expect that this will result in further
significant additions to our resource inventory," he said.
The resource information in this section of this report is based on data
compiled by Mr David Jones BSc (Hons) MSc of Ascidian Prospecting Pty Ltd, who
is a corporation member of the Australasian Institute of Mining and Metallurgy.
Mr Jones has sufficient experience which is relevant to the style of
mineralisation and type of deposit under consideration and to the activity
which he is undertaking to qualify as a Competent Person as defined in the
December 2004 edition of the Australasian Code of Reporting of Exploration
Results, Mineral Resources and Ore Reserves (JORC Code). Mr Jones has consented
to the inclusion of this information in the form and context in which it
appears in this report. Shareholders who are not familiar with the definition
of Mineral Resources are directed to the website of the Australian Joint Ore
Reserves Committee (JORC) at www.jorc.org/main.php for future information.
The Australian Stock Exchange has not reviewed and does not accept
responsibility for the accuracy or adequacy of this release.
The Company's Nominated Advisor is RFC Corporate Finance Ltd, contact Steve
Allen or Stuart Laing - phone +618 9480 2500.
- ENDS -
Released by: On behalf of:
Nicholas Read Miles Kennedy - Chairman
Read Corporate Kimberley Diamond Company NL
Telephone: (+61-8) 9388 1474 Telephone: (+61-8) 9321 5887
KIMBERLEY DIAMOND COMPANY NL ABN 91 061 899 634
12 WALKER AVENUE WEST PERTH 6005 WESTERN AUSTRALIA PO BOX 806 WEST PERTH
WESTERN AUSTRALIA 6872
TEL (+61-8) 9321 5887 FAX (+61-8) 9321 5884 EMAIL general@kimres.com.au WWW
www.kimberleydiamondco.com.au
END
Das Teil wurde hochgezockt durch die Meldung, man habe Diamanten gefunden. Ich habs schon oft gepostet: keine Angaben, wie groß, wie viele o.ä.
Daraufhin Kursverdopplung, da viel Fantasie.
Jetzt die harte Bauchlandung, da man einfach NOCH bessere Ergebnisse erwartet wurden. Es geht bei Kursen ja nicht um Fakten, sondern ob die Erwartungen übertroffen wurden. Das war hier nicht der Fall, man hatte sich Besseres erhofft. Ergo Absturz. Oder was glaubst Du, warum so eine Pushermeldung kurz vor dem offiziellen Bericht veröffentlich wurde? Da wurde sauber abgeladen und jemand hat sich eine goldene Nase verdient.
Ganz normale Börse. 80 % Psychologie.
Du bist im falschen Thread mein Freund, sicherlich meintest Du Central Kimberley Diamonds. Dazu stimme ich Dir 100 % zu. Diese bewußte Namensähnlichkeit ist eine Zumutung und zeigt umso mehr, wes Geistes Kind CDK ist!
Wir sind hier bei Kimberley Diamonds NL!
ISIN:AU000000KIM0
WKN: 659383
§
@ doncarlo
KIM ist leider von Analysten zerfleddert worden. Auf dem Wege vom Explorer zum Producer gelten leider andere Regeln. Wenn man Producer ist, zählt nur noch "wieviel Gewinn" wirf der Laden ab, Fundamentales, was an Resourcen im Boden ist, wird nicht gewürdigt.
Bei diesem Upgrade hätte man zu Explorerszeiten wahre "Freudentänze" aufgeführt. Aber das macht nichts. Diejenigen, die rausgegangen sind werden sich ärgern, wenn jetzt umgehend Zahlen veröffentlicht werden. Ich erwarte noch diese Tage die Q4 Zahlen, die dann wohl auch die ärgsten Kritiker überzeugen werden.
Die neue Anlage wird den Durchfluss erheblich erhöhen, ich rechne mit 600.000 ct/anno, das entspricht 120 MIO AUD Umsatz/Jahr (niedrig gerechnet bei 200 $ /ct)und 40 MIO $ Gewinn! Konservative Einschätzung, Empfehlungen Austria BB und Hanseatischer Wirtschaftsdienst, Kurzziele 1,40 auf Jahressicht!
Kimberley Diamond Co.
2007(e)
Gewinn je Aktie Verlust
KGV -
Dividende -
Dividendenrendite: -
ISIN: AU000000KIM0
52W-Hoch/Tief: 0,85 / 0,41
Marktkapitalisierung: 185 Mrd. Euro
Kurs: 0,44 Euro
Angesichts der Hausse bei Edelmetallen wie Gold und Silber rücken derzeit verstärkt auch vermeintlich exotische
Assetklassen wie etwa Diamanten in den Blickpunkt vieler Investoren. Dabei haben die starke Nachfrage
aus den Emerging Markets und die weltweit rückläufige Gesamtproduktion zuletzt für eine Renaissance der
begehrten Edelsteine gesorgt. Einer der aussichtsreichsten Profiteure dieser Entwicklung ist die australische
Minengesellschaft Kimberley Diamond, die nach jahrelanger erfolgreicher Explorationstätigkeit kurz vor dem
Sprung in die Elite der weltweit führenden Diamantenproduzenten steht.
Gegründet im Jahr 1993 begann Kimberley Diamond im Jahr darauf mit der Exploration in den Ellendale Bergbaugebieten
in der westaustralischen Kimberley-Region. Dieses Gebiet, etwa 2.000 Kilometer nördlich der australischen
Großstadt Perth gelegen, erwies sich aufgrund geologischer Besonderheiten als Fundgrube für
besonders hochwertige Diamanten, welche sich vor allem durch ihre überdurchschnittliche Größe und Qualität
auszeichnen. Nach Abschluss umfangreicher Explorationstätigkeiten und dem Erwerb eines insgesamt 124
Quadratkilometer großen Gebietes begann Kimberley Diamond Ende Juni 2002 mit der Produktion und der
Vermarktung von Diamanten. In den folgenden zwei Jahren wurden im Projektabschnitt Ellendale 9 (47 Hektar)
100.000 Karat Diamanten produziert, wobei die Produktionsmenge im Folgejahr auf 123.000 Karat erreichte. Im
Zuge des planmäßigen Ausbaus der Aktivitäten wurde die Erschließung und Exploration des rund 15 Kilometer
südlich gelegenen Projektabschnitts Ellendale 4 vorangetrieben, der mit 76 Hektar eine deutlich größere Gesamtfläche
als Ellendale 9 aufweist. Insgesamt verfügt Kimberley Diamond in diesen beiden Projektabschnitten über
testierte Diamantenressourcen (Stand 30. Juli 2006) von 4,98 Millionen Karat. Kimberley Diamond ist außerdem
an dem Diamanten-Explorer Blina Diamonds NL (ebenfalls im Ellendale-Gebiet aktiv) beteiligt, wobei der Anteil
in den vergangenen Jahren zum Abbau von Verbindlichkeiten zuletzt auf 40 Prozent reduziert wurde. Dank der
deutlich intensivierten Investitionen und dem Einsatz von modernstem Bohr- und Förder-Equipment gelang es,
den Durchlauf bei der Selektion des diamantenhaltigen Erdreichs zu beschleunigen, was gleichzeitig eine signifikante
Reduktion der Produktionskosten zur Folge hatte. Im dritten Quartal des laufenden Fiskaljahres konnte
Kimberley Diamond somit seine Diamantenproduktion im Vergleich zum Vorquartal (98.000 Karat) auf 111.000
Karat steigern, wobei die Diamantenproduktion im Monat März mit 40.000 Karat einen Rekordwert markierte.
Aus dem Verkauf von 158.600 Karat Diamanten (Durchschnittspreis: 166 Australische Dollar/Karat) wurde ein
Umsatz von 26,4 Mio. Australischen Dollar generiert, was ebenfalls einem neuen Höchststand entspricht. Die
zuletzt erzielten Fortschritte hinterlassen auch im Ergebnis ihre Spuren, zumal Kimberley Diamonds seit März
einen positiven operativen Cash-Flow vorzuweisen hat. Dank der kurz vor dem Abschluss stehenden Modernisierung
der Förderanlagen im Abschnitt Ellendale 9 gehen wir für das laufende Fiskaljahr auch auf Konzernebene
vom Erreichen eines positiven Cash Flow aus, zumal die hierfür benötigte Produktionsmenge von rund
350.000 Karat (stand nach neun Monaten: 268.000 Karat) unserer
Einschätzung nach deutlich übertroffen werden dürfte.
Derzeit wird Kimberley Diamonds, wohl aufgrund der Vorgänge
im vergangenen Jahr (u. a. Produktionsverzögerungen angesichts
widriger Witterungsverhältnisse) an der Börse gegenüber vergleichbaren
Diamantenproduzenten mit einem deutlichen Abschlag
bewertet. Unserer Einschätzung nach stehen die Chancen sehr
gut, dass sich dies bald ändern dürfte, zumal wir für das ab Juli
beginnende neue Fiskaljahr eine signifikante Ergebnisverbesserung
erwarten. Dabei dürfte die in Aussicht gestellte konzerneigene
Prognose einer Jahresproduktion von 600.000 Karat übertroffen
werden, da allein nach Abschluss der Produktionserweiterung in Ellendale 9 eine monatliche Produktion
50.000 Karat erreichen wird – ohne Berücksichtigung der übrigen Explorationstätigkeiten in anderen Projektabschnitten
des Ellendale-Gebiets versteht sich- womit Kimberley Diamonds in die Riege der weltweit führenden
Diamantenproduzenten aufrücken würde. Insgesamt sehen wir gute Chancen, dass Kimberley Diamond dieses
ambitionierte Ziel erreichen wird. Neben den sichtbaren operativen Fortschritten sprechen auch die in letzter
Zeit verstärkt zu beobachtenden Insiderkäufe (unter anderem CEO Miles Kennedy und Managing Director Karl
Simrich) für diese These. Auch das Interesse namhafter institutioneller Anleger (u.a. JP Morgan Chase (5,4
Prozent), Merrill Lynch (4,25 Prozent), Deutsche Bank (3,5 Prozent)) sollte in diesem Zusammenhang nicht
unerwähnt bleiben. Wir empfehlen die Aktie auf dem aktuellen Niveau zum Kauf. Das Kursziel taxieren wir auf
1,20 Euro.
Aus: HWD AG /Hanseatischer Wirtschaftsdienst /MSP
Die einzig schlechte News ist, daß der Verkaufspreis im Durchschnitt bei 171 lag während man 2006 noch ca. 234 erzielte.
Das lag daran, daß man nicht die qualitativ hochwertigen Steine gefunden hatte. Dafür sind von den schlechteren aber eine Menge mehr vorhanden, wodurch man das eigentlich kompensieren kann.
Daß die Kosten (Cost per Unit) immer noch bei 12,5 pro Tonne liegen, obwohl man zwischen 11 und 12 liegen will würde ich mal als moderat einstufen.
Daß man trotzdem den Umsatz von 2006 verdoppelt (YTD) scheint nicht so recht angekommen - oder die Erwartungen waren einfach höher.
Das liegt wie gesagt an dem höheren Volumen.
Hätte man bei gleichem Volumen höherwertige Steine gefunden, wäre der Verkaufspreis um einiges höher gewesen.
Für mich ist das jetzt erstmal kein Verkaufssignal. Wichtig ist, daß man weiter die Kosten senkt und ein größeres Volumen bringt.
In den meisten Industrien ist es so, daß mit höherem Volumen die Kosten, speziell Cost per Unit, geringer ausfallen.
Ich sehe keine Tendenz, die mich ängstigt bei diesem Wert.
KIMBERLEY DIAMOND COMPANY NL
Quarterly Report
For the Period Ended 30 JUNE 2007
asx code: kim
AIM CODE: KDC
OVERVIEW
* Record 1,514,000 tonnes treated in June 2007 quarter with 544,000 tonnes in
June alone. Total production of 4.80 million tonnes treated for full
financial year (up from 2.1 million tonnes in the year ended June 2006).
Comprising 2.03 million tonnes from Pipe 9 and 2.77 million tonnes from
Pipe 4.
* 110,000 carats produced in June 2007 quarter. 378,000 carats produced for
full financial year (152,000 carats for year ended 30 June 2006) and
364,000 carats sold.
* Average grade 7.9 carats per hundred tonnes (cpht) for full financial year
(7.2 cpht year ended 30 June 2006).
* Run-of-mine sales average A$171 per carat (A$234 year ended 30 June 2006);
generating revenue of A$62.3 million for the financial year (A$34.1 million
year ended 30 June 2006).
* 41 percent increase in Ellendale 9 Resource to 29.3 million tonnes at 5.4
cpht for 1.6 million carats contained with present inground value of A$498
million to depths of 130 metres only from surface (average A$17 per tonne).
* Unit site operating costs now around A$12.50 per tonne (based on June
production).
1. 41% Increase in Ellendale 9 Resource - Predominantly High Value Ellendale 9
East
* Updated resource 29.3 million tonnes at 5.4cpht for 1.6 million carats.
* A significant proportion of the increase comes from the Eastern Lobe of
Pipe 9, which produces the highest value diamonds at Ellendale (US$370/ct).
* Updated mining model being prepared with the additional tonnages of ore
expected to significantly improve the waste:ore ratio, resulting in lower
unit mining costs than previously expected.
* Diamond core drilling planned to test other lithologies within Ellendale
Pipe 9 with the potential to further increase the resource.
The revised resource statement for Ellendale 9 as at 1 June 2007 is set out
below.
ELLENDALE 9 RESOURCE STATEMENT AT 1 JUNE 2007
Resource Classification Tonnes Carats Grade(cpht)
Western Lobe
Measured 4,310,000 289,300 6.7
Indicated 8,516,000 497,000 5.8
Inferred 3,385,000 207,000 6.1
Subtotal 16,211,000 993,300 6.1
Eastern Lobe
Measured 335,000 19,900 5.9
Indicated 3,442,000 159,400 4.6
Inferred 9,306,000 416,200 4.5
Subtotal 13,083,000 595,500 4.6
Ellendale 9 Total
Measured 4,645,000 309,200 6.7
Indicated 11,958,000 656,400 5.5
Inferred 12,691,000 623,200 4.9
Total 29,294,000 1,588,800 5.4
NOTES
1. Resources depleted to May 2007.
2. The resource has been calculated from aircore drilling (to establish
lithologies) and large diameter drilling to define grade.
3. For the resource, diamonds were recovered in the 1.2 to 14mm range.
4. Diamond values have been established from sales of production and mine
development diamonds in Antwerp over the past 5 years. A value for Eastern
Lobe diamonds has been established at US$370/ct and at US$200/ct for the
Western Lobe. The variation in value is related to size distribution and
assortment characteristics.
5. Resource classification complies with JORC (2004).
6. All material logged as UBX has been classified as Inferred because of
uncertainties in grade distribution for this unit.
7. Rounding of tonnes to the nearest 1,000 and carats to the nearest 100 may
result in computational discrepancies in the statement.
8. Insitu resource does not include metallurgical recovery factors, mining
dilution or change in bottom screen size in production plants.
9. The resource has been calculated with a 0 carats per hundred tonnes (cpht)
cut-off.
10. The resource has been calculated down to a reduced level (RL) of 0 metres
above mean sea level. This equates to about 130m below the initial land
surface.
2. Production Statistics
* Record 1,514,000 tonnes treated for the June quarter (including Ellendale 9
East Plant commissioning period finalised during June).
* Combined plant treatment rates have improved by 30 percent from the end of
the March quarter to the end of the June quarter, significantly by 74
percent on the Ellendale 9 East Plant and 15 percent on the Ellendale 4
South Plant.
* 110,000 carats recovered. Recovered grade reduced in line with higher
throughput from Ellendale 9 (Ellendale 9 is a lower grade but higher value
per tonne ore body than Ellendale 4).
* 2006/2007 Financial Year production of 378,000 carats from 4,796,000 tonnes
treated at an average grade of 7.9cpht (2005/2006: 152,000 carats from
2,112,000 tonnes treated at 7.2cpht).
* Strong evidence supporting the impact of increased throughput rates on
reducing unit operating costs. Unit site operating costs now around $12.50/
tonne at an annualised rate of 6.8mtpa (based on June ore processed).
Medium term target of approximately $11-12/tonne once the current expansion
projects achieve steady state production.
3. Ellendale 4 South Plant
* 923,000 tonnes processed for the quarter to make three successive quarters
of record production (March quarter: 844,000 tonnes, December quarter:
786,000 tonnes).
* Planned installation of an additional crusher in the second half of 2007 to
remove bottleneck in the crushing circuit which should allow further
increased throughput.
4. Ellendale 9 East Plant Expansion
* Reinstallation of the scrubber and rolls crusher to complete the East Plant
Expansion program to allow production to ramp-up to 450tph (3.3mtpa).
* All modules are now in place and throughput rates have immediately improved
with the scrubber and rolls crusher installations.
5. Marketing
* Year-to-date Company sales of 363,600 carats at US$134/carat (A$171/carat),
realising revenue of A$62.3 million (2005/2006: A$34.1 million).
* Continued strong value results from direct sales and tenders in the June
quarter marking recovery of the international rough diamond market,
particularly for gem quality product such as that produced at Ellendale.
* June quarter sales, as well as full year sales, included a product mix
abnormally weighted towards the lower value Ellendale 4 diamonds due to the
East Plant upgrade shutdown and extended commissioning.
6. Corporate
* On 7 May 2007 Gordon Gilchrist was appointed as an Executive Director of
the Company. Mr Gilchrist was the previous Managing Director of Argyle
Diamond Mines and subsequently Managing Director of Rio Tinto Diamonds.
* A$14.39 million capital raising completed through the issue of 20,558,500
fully paid ordinary shares pursuant to a placement with sophisticated
investors at a price of $0.70 per share. Proceeds were partially applied to
further bank debt reduction, with net debt reduced to A$23.8 million.
Remainder of funds have and are to be used towards new environmental
bonding and plant remediation works at the Ellendale 9 East Plant.
* A$5.00 million scheduled repayment of Project Debt completed on 29 June
2007.
* On 15 May 2007, 1,000,000 unlisted options exercisable at $0.80 expiring on
the third anniversary of the date of grant were issued to Société Générale
Australia Branch in accordance with terms and conditions of a letter
agreement relating to adjustments to the Company's financing facilities.
7. Operating Update
Production Statistics - Quarter
Plant Performance Ellendale 9 Ellendale 4 Total
Ore processed (tonnes)
April 184,000 277,000 461,000
May 207,000 319,000 526,000
June 230,000 327,000 557,000
TOTAL 622,000 923,000 1,544,000
Ore treated (tonnes)
April 178,000 277,000 455,000
May 196,000 319,000 514,000
June 217,000 327,000 544,000
TOTAL 591,000 923,000 1,514,000
Carats recovered 24,500 85,300 110,000
Treated grade (cpht) 4.2 9.3 7.3
Production Statistics - Year to Date
Plant Performance Ellendale 9 Ellendale 4 Total
Ore processed (tonnes)
September quarter 685,000 220,000 904,000
December quarter 418,000 786,000 1,205,000
March quarter 439,000 844,000 1,283,000
June quarter 623,000 923,000 1,544,000
TOTAL 2,164,000 2,773,000 4,937,000
Ore treated (tonnes)
September quarter 647,000 219,000 867,000
December quarter 382,000 784,000 1,166,000
March quarter 407,000 843,000 1,250,000
June quarter 591,000 923,000 1,514,000
TOTAL 2,027,000 2,769,000 4,796,000
Carats recovered 107,400 269,500 378,000
Treated grade (cpht) 5.3 9.7 7.9
NOTES:
*Rounding of tonnes to the nearest 1,000 and carats to the nearest 100 may
result in computational discrepancies in these tables.
*Total carats recovered includes minor carat recoveries from audit process.
8. Mining Tenements
Schedule of Mining Tenements - 30 June 2007
Tenement Area(km2) Date of Kimberley
Grant Interest
Ellendale Mining Lease M04/372 123.9 23/11/99 100%
1L04/26 1.6 01/12/04 100%
1L04/48 2.3 18/02/05 100%
Blina Project 2ELA/1098 176.1 Application 100%
1 Miscellaneous Licences covering Roberts Road access to the Mining Lease.
2 Application (purchased by Blina Diamonds NL) will be transferred 12 months
after grant.
MILES KENNEDY
CHAIRMAN
10 July 2007
The geological information in this report that relates to exploration results
is based on information compiled by the Company's Chief Geologist, David Jones
of Ascidian Prospecting Pty Ltd, who is a corporate member of The Australasian
Institute of Mining and Metallurgy. He has sufficient experience which is
relevant to the style of mineralisation and type of deposit under consideration
and to the activity which he is undertaking to qualify as a Competent Person as
defined in the December 2004 edition of the "Australasian Code for Reporting of
Exploration Results, Mineral Resources and Ore Reserves" (JORC Code). Mr Jones
consents to the inclusion in the report of the matters based upon his
information in the form and context in which it appears.
The Australian Stock Exchange has not reviewed and does not accept
responsibility for the accuracy or adequacy of this release.
The Company’s Nominated Advisor is RFC Corporate Finance Ltd, contact Steve Allen or Stuart Laing
– Ph: +618 9480 2500.
KIMBERLEY DIAMOND COMPANY NL ABN 91 061 899 634
12 WALKER AVENUE WEST PERTH 6005 WESTERN AUSTRALIA PO BOX 806 WEST PERTH
WESTERN AUSTRALIA 6872
TEL (+61-8) 9321 5887 FAX (+61-8) 9321 5884 EMAIL general@kimres.com.au
WWW www.kimberleydiamondco.com.au
END
Höherwertige Steine wirst Du dann unter "West Lobe" finden (200->300Dollar) und es ist anzunehmen, dass hier intern noch verlagert werden kann. Die Kosten, davon gehe ich aus, sind nicht zu hoch, aber kalkulatorisch zu hoch angesetzt, ich gehe da eher von den Gesamtkosten vom Paterson Bericht Anfang des Jahres aus, denn wir haben ja einen zunehmenden Durchfluss und mit zunehmendem Durchfluss sinken die Kosten /Tonne.
Trotzdem sollte man gelassen den HJ-Bericht und die Bilanz zum 30.6. abwarten.
Abgesehen vom Kursverlauf gibt es keinen Grund Fundamentales nach unten korrigieren zu müssen.
Es werden .70 Austral. Dollar pro Aktie geboten.
Die 2. Übernahme eines meiner Werte innerhalb 1 Monat.
