Lucapa Diamond - Kursexplosion mit Ansage? (Seite 19)

[strongbuyamitelo]

Lese Hotcopper auch immer mit, da hier ja so gar keine Diskussion aufkommt (leider).
Spannend wird der Juni nun allemal.
Was ich bei meinen Recherchen noch nicht herausfinden konnte, ist, ob Lucapa auch nur zu 40% an den Kosten beteiligt ist (wie bei dem Anteil am Gewinn), oder die Kosten zu 100% übernimmt.
Angola erhält ja selbst 32% und der Pächter 28%. Daher denke ich, dass zumindest der Pächter nichts hinzusteuert, der Anteil der Kosten also bei mind. 72% für Lucapa liegen dürfte.
Gruß

[tpnl]

Bungy234 hat auf hotcopper die kürzlich abgehaltene AGM protokolliert. Umfänglich und interessant!

http://hotcopper.com.au/threads/ann-agm-presentation-fast-gr…
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http://hotcopper.com.au/threads/ann-agm-presentation-fast-gr…

http://hotcopper.com.au/threads/ann-agm-presentation-fast-gr…

[tpnl]

So, aus dem Urlaub zurück, Kursentwicklung eher mau. Aber eine interessanter Hintergrundbeitrag von Goldinvest:

Lupaca Diamond - Erhalt von Schlüsselgenehmigungen für dreijährigen Kimberlit-Konzessionsantrag und Kimberlit-Bohrprogramm

Lucapa Diamond Company Limited (WKN: A0M6U8 / ASX: LOM) („Lucapa" oder „das Unternehmen"), Endiama E.P. („Endiama"), Angolas staatliches Diamantenunternehmen, und der private lokale Partner Rosas & Petalas („Rosas") geben die Abwicklung der Dokumente zur Gründung der Sociedade Mineira do Lulo, Limitada („SML") bekannt. SML ist das neue alluviale Bergbauunternehmen für das Diamantenprojekt Lulo in Angola.

Lucapa besitzt eine 40prozentige Beteiligung an SML und ist der Betreiber der alluvialen Diamantenabbaubetriebe Lulo. Endiama besitzt eine 32prozentige Beteiligung während Rosas & Petalas 28 Prozent besitzen. SML wird jetzt die Konzession zum Abbau der alluvialen Diamanten auf Lulo besitzen, die im Juli 2015 amtlich bekannt gegeben wurde.

Nach der formellen Abwicklung der SML-Gründungsdokumente hat Lucapa unverzüglich 7 Mio. USD an Kapital für die Weiterentwicklung und ein Ausbauprogramm auf Lulo bereitgestellt, das neue Erdbewegungsgeräte von Caterpillar, Fahrzeuge sowohl für den Abbau der alluvialen Diamanten als auch die Kimberlit-Explorationsprogramme und Verbesserungen der Camps einschließt.

Jüngste Diamantenfunde auf Lulo: 31-karätiger Diamant Typ IIa D-Colour sowie ein rosafarbener und gelber Diamant

Neuester Stand der Kimberlitbohrungen

Lucapa gibt ebenfalls bekannt, dass der Antrag auf Arbeitsgenehmigung für ausländische Mitarbeiter für mehrere leitende betriebliche Funktionen einschließlich spezialisierte Bohrarbeiter für das kommende Kimberlit-Bohrprogramm vorläufig genehmigt wurde.

Demzufolge erwartet Lucapa, dass das Kimberlit-Bohrprogramm auf Lulo am vorrangigen Kimberlitziel L259 im Juniquartal 2016 beginnen wird.

Obwohl Lucapa gehofft hatte, mit dem Bohrprogramm im April 2016 nach Eintreffen des auf einem Toyota Landcruiser montierten Bohrgeräts vor Ort beginnen zu können, so ist das Unternehmen damit zufrieden, dass die Arbeitsgenehmigungen für die Bohrspezialisten es jetzt ermöglichen, die Planungen zu avancieren.

Kimberlit-Explorationskonzession

Lucapa und ihre Partner haben auf der letzten Lulo-Vorstandssitzung ein neues dreijähriges Kimberlit-Explorationsprogramm auf Lulo unterzeichnet, das in dieser Woche dem angolanischen Geologie- und Bergbauministerium (Ministry of Geology and Mines) vorgelegt wird.

Lucapa und ihre Partner werden das Kimberlit-Explorationsprogramm auf Lulo auch während der Genehmigungszeit weiter avancieren, und sobald dieser Prozess abgeschlossen ist, werden sie die Aktionäre darüber informieren.

[strongbuyamitelo]

Antwort auf Beitrag Nr.: 52.404.282 von tpnl am 13.05.16 17:39:02

Danke für die freundliche Begrüßung. Ist ja leider sehr ruhig hier. Ganz anders, als im australischen Board. Viel Erfolg uns beiden.:-)

[tpnl]

Herzlich willkommen hier und vor allem viel Erfolg bei der Anlage (kommt mir ja auch zu Gute)!
;-))

[strongbuyamitelo]

Bin auch mal Anfang der Woche zu 37,2 AUD rein. Mal sehen. Finde die MK mit über 60 Mio. Euro zwar recht hoch, wer weiß, was für Hochkaräter die aber noch finden und da kann man ja täglich mit einem oder mehreren rechnen.

[tpnl]

Und noch einmal ein Researchbericht, enthält ab er nichts Neues:

http://resourcesrisingstars.com.au/infopage/8253



Interessanter für mich, was aus unserem 404 Karäter geworden ist:

Forget Kohinoor, a diamond four times bigger is now in Dubai

http://www.emirates247.com/news/for...es-bigger-is-now-in-du…

Even as the governments of India, Pakistan and even Afghanistan have all laid a claim on the world-famous Kohinoor diamond that is set in the front of UK’s Queen Mother’s Crown, it is Dubai that can be called home to one of the world’s rarest and largest rough diamonds even discovered.

The astonishing rough diamond in Dubai is characterised not only by its sheer size – an impressive 404 carats – but also uniquely by its colourlessness and flawless clarity. The cut-down Kohinoor, on the other hand, weighs 105.6 carats.

Ahmed Bin Sulayem, Executive Chairman of DMCC and Chair of the Kimberley Process, hosted a press conference in Dubai along with Fawaz Gruosi, Founder and Executive Board Member of diamond jewellers de Grisogono, to announce the latter’s acquisition of the rights to one of the world’s largest and rarest rough diamonds ever discovered.

“Dubai and DMCC have become the global epicentre for the diamond trade and we are delighted to have been part of facilitating the access to one of the world’s largest and rarest diamonds by de Grisogono here at Almas – the world’s tallest diamond tower,” said bin Sulayem.

“Not only does this further cement Dubai’s role as a leading diamond trading hub globally, it also highlights how DMCC connects the industry and the producing and consuming countries along the Silk Road,” he added.

One of the 30 largest top quality rough diamonds ever found, and the largest ever found in Angola, the diamond weighing 404 carats will now be cut and polished by de Grisogono’s cutters.

While Kohinoor was much bigger at 793 carats when it was first found, it was repeatedly cut and polished over the years to achieve its dazzling oval-cut brilliance. Even now, at 105.6 carats (21.12 g) and measuring 3.6cm x 3.2cm x 1.3cm, the Kohinoor’s cut is far from perfect by modern standards. Its culet is unusually broad, giving the impression of a black hole when the stone is viewed head-on.

On the other hand, DMCC along with jewellery-makers de Grisogono have the perfect opportunity to craft the recently discovered diamond into “one of the most beautiful jewellery pieces ever created”.

Contrary to the traditional process, where jewellers are restricted to the polished stones that already exist in the market, with this partnership, de Grisogono will have the opportunity to bring a jeweller’s perspective into the cutting process, maximising the beauty of the final jewellery pieces.

de Grisogono has partnered with Nemesis International, a leading rough diamond trading company based at the DMCC, which works on a day-to-day basis with the best diamond mines in world to identify, select and acquire the most precious diamonds in existence.

DMCC’s Almas Tower, purpose-built for the diamond industry and one of the most influential diamond trading centres in the world, provides a leading platform for such a significant acquisition.

“This diamond marks one of the most important milestones in my career both as a jeweller and a designer. Words cannot express how grateful my team and I are to DMCC and Nemesis International for such a unique collaboration,” said Fawaz Gruosi

[tpnl]

Interessanter Beitrag:

http://www.globalminingobserver.com/lucapa-diamond-161/

Lucapa's Big Push in Angola

Issue 161, May 2016
In the green swamps of Angola, on both banks of the Cacuilo river, an Australian company is digging through gravel beds, pulling out expensive diamonds. Between crocodiles and the occasional flood, Lucapa Diamond Co has been exploring a vast 3,000 sq km concession on Angola's diamond belt for nearly a decade, but in recent months, it appears to have found the motherlode.

Since January last year, Lucapa has dug-up over 12,000 carats, fetching more than A$50m, by pumping gravel through a processing plant, known as alluvial mining. It has also found fancy pink diamonds and Type IIA stones, the rarest type of diamond found.

One 404-carat diamond it recovered in February sold for $16m, putting Lucapa's average prices on par with the world's highest value diamond mines. It was the biggest diamond ever found in Angola and sold within 20 days of coming out of the ground.

“I wanted to sell it,” says chief executive Stephen Wetherall, who previously worked for De Beers. “I want the money in the bank and I want to expedite my development programme. It is of no benefit to us letting it sit in some glass box in New York.”

Lucapa recently doubled its mining rates from 10,000 to 20,000 bulk cubic metres per month and is planning to double them again, but it has to make the most of Angola's dry season, which began in early April, lasting for six to seven months.

The “world really turned for Lucapa”, Wetherall says, when it entered two mining blocks last year, Block 6 and Block 8. Since then, it has dug up over 100 diamonds weighing more than 10 carats each. “We started to recover one special stone for every operational day. There are not many mines out there that will have that hit rate.”

Alluvial stones have boosted the company's cash flow, putting over $20m on its balance sheet, but small-scale production is not what Lucapa's looking for. Wetherall wants to find the original source. “We're not in it for the alluvial returns,” he says, “even though they are very nice. We're in this to find the motherlode.”

The diamonds Lucapa has recovered to date are unusually large, averaging over one carat each, and many have jagged edges. “Big stones don't travel far. If they've got jagged edges that's also an indication that they haven't travelled far, so we believe we're getting close to the prize.”

One stone in particular, a 133-carat diamond found in January, suggests Lucapa is getting close. It was greyish, made of hundreds of separate crystals. It is largely worthless, but would not have remained intact, if it was far from the original source. “It's not very pretty looking, it doesn't add very much to the cash at the bank, but if that was transported a large distance it would have broken up. All of these recoveries have really been in a localised area.”

Lucapa's concession is 150km from Catoca (photo), a monster diamond mine, once owned by Beny Steinmetz. Lucapa is also surrounded by other alluvial producers, yet to find the source of their stones. “Potentially their source is on our property,” Wetherall says, “you don't know.”

Gravity and electromagnetic surveys both suggest that “something is sitting below the surface”, directly below Block 8. The company has bought a drill rig, shipped it to Angola and plans to start drilling immediately. “We are a very small outfit, but we are on some very, very prime ground. In Q2 of this year, we'll be holding drill core in our hands.”

[tpnl]

Für mich ein interessaner Beitrag auf Hotcopper! Dieser Hintergrund war mir noch nicht bewusst, klingt zwar eher beunruhigend, sollte man jedoch wissen:


If I was in negotiations with the Angolan Govt I would NOT be drilling kimbo's. If results were good/great/amazing then that gives Govt power in the negotiations as they would then know for sure something good/great/amazing is there. Keep them guessing (just like us) so they want to have more exploration done to find out what's there + try to crank up LOM's share of the Kimbo JV. Best to wait until Kimbo permit is negotiated, done, dusted & signed then drill.

LOM has plenty of $ now as oppies have been converted so no need to ramp up SP as oppie $ are in the bank. LOM needs power at the negotiating table at present. I will not be surprised if no drilling is done until Kimbo permit sorted. So 25th May the 2 year extension of kimo license ends why be spending $ this close to expiry if Angolan Govt is not prepared to extend/renew it. Seems strange the JV Kimbo gazetting is in place but they have not renewed the license yet. Maybe LOM is trying to get the Kimbo JV changed to get a larger share before renewing the license ?

In the meantime, as things dry out, ramp up the cash flow from the alluvials, at least we have a 35 year license for this even if, as far as I know, the gazetting has run out so LOM has no legal status in an alluvial mining JV anymore.

Uncertain times for Kimbo's & alluvials that will come to a head soon one way or the other.

On the ground it is looking great but the paperwork looks a lot dodgy at this point to me.

I would think there will be some SP weakness if the paperwork is not sorted ASAP as there are a lot more shares out there now & there will be plenty of people who have stretched themselves to convert options.

However once the paperwork is in place, there is substantial money in the bank & JV account so it will be a quick ramp up of on the ground operations & SP.

I am looking forward to some answers by the end of May.
http://hotcopper.com.au/threads/week-1.2759986/page-14?post_…" target="_blank" rel="nofollow ugc noopener">
http://hotcopper.com.au/threads/week-1.2759986/page-14?post_…

[tpnl]

MORE LARGE SPECIAL LULO DIAMONDS
- Type IIa specials weighing 88 carats and 30 carats among latest E46 diamond recoveries
- More than 30% of >1 carat diamonds recovered from trial mining at E46 confirmed as Type IIa


Lucapa Diamond Company Limited (ASX: LOM) (“Lucapa” or “the Company”) and its partners are pleased to announce the recovery of more large gem-quality diamonds from ongoing trial mining of the E46 alluvial terraces at the Lulo Diamond Project in Angola.
The three latest specials (diamonds weighing more than 10.8 carats) recovered from E46 include two highcolour white Type IIa diamonds weighing 88 carats and 30 carats.
Meanwhile, testing on a Yehuda colorimeter has confirmed that more than 30% of the >1 carat Diamonds recovered from trial mining at E46 are Type IIa - a rare category of diamonds which are almost, or entirely, devoid of nitrogen impurities.