Hillgrove Resources - ab jetzt aufwärts :-)

eröffnet am 08.09.17 21:24:31 von
neuester Beitrag 19.08.20 21:44:14 von

ISIN: AU000000HGO6 | WKN: 859537
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08.09.17 21:24:31
Halbjahresergebniss sind draussen. Ich bin dabei :-)

Brief explanation of results
A net loss after tax of $9,554,000 is reported by the Group for the half year (30 June 2016: loss of $102,694,000).
Refer to the directors’ report, financial statements and supporting notes in the attached Interim Report for the half year ended 30 June 2017 for additional detail.
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13.06.18 21:38:06
und der Kupfer-Preis ist bei 3,25$ und kein Ende des Höhenflugs in Sicht
HV- Präsentation verfügbar unter...

http://www.hillgroveresources.com.au/article/ASX_Releases/AS…

hier nur einige der Higlights:

- Cash flow from operations
- Potential to pay fully franked dividends
- Able to use tax losses to offset future profits

Das wird eine meiner Lieblings-Aktien :D. Kurs bei 0,88 AUS$
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27.06.18 20:46:36
Schwer zu finden
wie das Gold,

z.B. Kanmantoo: 5m @32,3g/t AU
z.B. Mt. Rhine: Peak rock chips of 13% Cu 49,8 g/t AU
z.B. Kanappa: Peak rock chips of 34% Cu 4,0 g/t AU

https://www.asx.com.au/asx/statistics/displayAnnouncement.do…

Der Kupferpreis ist ja leider ein wenig zurückgegangen. auf 2,98 US$, aber das sollte im Moment kein Problem sein.
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10.08.18 20:31:05
Top fund names 3 tiny microcap stocks with big catalysts for FY19
https://thecapitalclub.com.au/2018/07/16/top-fund-names-3-ti…

In its April report, The Supervised Fund said tiny copper producer Hillgrove Resources could generate $104m in free cash to equity holders by September 2020.

Since then, the Hillgrove Resources share price has fallen to 7.5 cents, giving it a market value of $43 million.

The Supervised Fund says from the December quarter of 2018, the company will begin to generate substantial free cash flow for equity holders, in the order of $8 to $11 million per quarter. This should allow Hillgrove to pay its first fully franked dividend since 2009.

Once it starts distributing cash to shareholders, the fund says Hillgrove should attract a market rerating.

Additionally, the fund says Hillgrove is currently marketing its proposed pumped hydroelectric energy storage system. If there are any interested parties, this could be worth up to $50 million. The fund is also expecting the results of two exploration programs in late 2019, which could extend the company’s mine life well beyond its current two years.

Hillgrove Resources is another high conviction position in The Supervised Fund, making up 12 per cent of the portfolio.

Hillgrove Resources: 0,89 A$
High Grade Copper: 2,74
Kupfer Future: 6198
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23.08.18 20:30:01
RESULTS FOR THE HALF YEAR ENDED 30 JUNE 2018
HIGHLIGHTS :)
- 10,764t of copper (up 51% H1 2017: 7,119t) and 3,812oz of gold (up 76% H1 2017: 2,160oz) produced in concentrate.
- Total ore mined of 3.5 million tonnes, an increase of 84% from the corresponding prior period.
- The increase in ore mined has led to a substantial increase in ore stockpiles, enabling the mill to
preferentially treat higher grades (up 57% H1 2018 0.72% compared to H1 2017 0.46%).
- A15.4% reduction in C1 unit costs, dropping from US$2.40/lb to US$2.03 in the current period.

HALF YEAR FINANCIAL PERFORMANCE :eek:
- Underlying EBITDA of $22.7m was up 184% from the corresponding half year, following the completion of the Giant Pit cutback.
- Net concentrate revenue of $86.9 million was up 57% at an average cash realised copper price of A$8,984/t (June 2017: A$7,519/t).
- A statutory profit after tax of $13.9 million was up 275% (June 2017: a loss of $8.0 million).
- Improved balance sheet - total liabilities have decreased by $14.3 million since 31 December 2017.


Hillgrove Resources: 0,08 A$ (im Bid) :lick:
und Korrektur für Beitrag vom 10.08: 0,089 A$
High Grade Copper: 2,65 US$
Kupfer Future: 6010$
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29.08.18 22:25:20
Kanmantoo copper mine operator Hillgrove Resources releases half-yearly results, says future looks bright
https://www.murrayvalleystandard.com.au/story/5614412/future…


Mining at Kanmantoo is due to finish a year from now, but operators Hillgrove Resources hope that year will be profitable enough to allow it to move on to other projects nearby.

The company's half-yearly results, released last Thursday, painted a positive picture of the state of the mine.

Gone were the financial woes of previous years, as miners were currently digging up the good stuff: the purest, highest-grade copper ore, made accessible by the completion of a cut-back in the mine's main pit.

Because the mine's milling machinery was able to process the high-grade ore first, the company was able to make more money, sooner.

In the first six months of this year, Hillgrove produced almost 10,800 tonnes of copper – with a value of almost $9000 per tonne – and more than 3800 ounces of gold, both figures dramatically greater than in the same period last year.

It made a profit of $13.9 million over the six-month period.

In a statement, the company said it planned to use its cash to pay debts, reward shareholders and – most importantly for the local workforce – explore three major projects which could keep it busy after mining ceased in mid-2019 and processing followed sometime in 2020.

Surveying of the Kanmantoo mine site, where mining could continue underground, has been completed.

Drilling is scheduled for next month at a site called Kanappa, near Sanderston, which Hillgrove hopes to develop into a new copper mine.

A shortlist of bidders interested in turning the pit at Kanmantoo into a pumped hydroelectric storage facility will be selected within months.

Chief executive officer Steven McClare said a turnaround was underway.

"Our growth trajectory continues to build and is strongly supported by these results, driving our momentum into the second half of 2018," he said.
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11.09.18 20:43:57
Der Munro Family Super Fund (MFSF) ist immer nioch am Aufstocken, im letzten Monat von 7,2 % auf 8,5%. Nicht unbedingt ein schlechtes Zeichen.
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12.09.18 19:42:55
Ais dem Jahresbericht von Ariadne
During FY18, Ariadne increased its shareholding in Hillgrove to 26%.
Hillgrove has, as a result, become an associate of Ariadne and Ariadne now records its proportionate share of Hillgrove’s results for the relevant period.
With the completion of the cutback of the Giant Pit at its Kanmantoo operations, Hillgrove anticipates a steady improvement in liquidity with lower waste removal costs and the generation of positive cash flows, enabling the reduction in creditors in the short term.
Hillgrove has announced three potential opportunities which have the potential to generate value above the current “life of mine” model –
• Underground prospects below the current open pit
• Regional growth prospects at Kanappa and Mt Rhine
• Pumped Hydro Energy storage at Kanmantoo
If none of these opportunities come to fruition, Hillgrove will complete its mining operations at Kanmantoo and, using its significantfranking credits, return cash to shareholders through fully-franked dividends.
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04.02.19 21:52:20
Hillgrove Resources Limited (ASX: HGO) report for the quarter ended 31 December 2018
So, morgen noch ein wenig mehr ...

• Quarterly copper production of 5,366 tonnes, contributing to the highest annual production since operations began of 22,584 tonnes for CY 2018;
• Quarterly gold production of 885 ounces (6,003 ounces for 2018);

Cash Flow – the sustained higher levels of production allowed the Company to continue to improve its balance sheet, with creditors and debt reduced leaving a cash balance of $2.5m at quarter end.
Pumped Hydro – final offers have been received and negotiations are continuing but remain incomplete.
Exploration – the diamond drilling at Kanappa has identified a large potassic-sericite-chlorite alteration system with copper-gold mineralisation. Further assessment of the drilling results is being undertaken.
Despite these challenges, 2018 was a record year for copper production (22,584 tonnes). Free cashflow generation was significant and this resulted in debt reduction of $8.5M and reduction in the creditors balance by $21.7M, with creditors now back on industry terms.

LOOKING FORWARD
Pumped Hydro – progress negotiations with the preferred bidder.
Growth Opportunities – work on the growth opportunities will continue, including:
• Underground – further work to be undertaken to evaluate an alternate design to recover the tonnes lost from the change in pit design following the December 2018 rockfall; and
• Exploration – further exploration at the Stella and North-West Kanmantoo projects will be undertaken in the March 2019 quarter and the Kanappa drilling assessment continues.
• Cashflow – forecast strong copper production, cessation of mining by mid-year (thereby reducing costs), combined with the fixed pricing contracts should allow the Company to build a healthy cash balance in the first half of the year. The Company intends to pay a fully franked dividend before 30 June 2019

The intent remains to maximise the value from the existing pit (including progressive rehabilitation), progress the sale of the Pumped Hydro site and build an exploration platform that has the potential to be self sustaining over a prolonged period. Surplus cashflow generated from these activities will be returned to shareholders in the form of dividends, with a fully franked dividend planned prior to 30 June 2019.
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07.02.19 20:41:50
PHES
Ganz chic und m.E. vom Markt nicht wahrgenommen. In Kanmantoo wird nach der Minenschließung ein Pumspeicherwerk gebaut. Dazu habe ich hier mal eine kleine Übersicht gemacht und die in Planung und im Bau befindlichen Pumpspeicherwerke mal sortiert nach AUS$m/MW.
Kanmantoo ist zwei mal drin und selbst mit einem Bonus von 100m$ (als Dividende :eek: ) ist Kanmantoo noch im Mittelfeld! Ich gehe davon aus, dass 50m$ der Mindestpreis ist und das ist gerade mal die momentane Aktienbewertung.

siehe
http://energymining.sa.gov.au/__data/assets/pdf_file/0004/32…" target="_blank" rel="nofollow ugc noopener">
http://energymining.sa.gov.au/__data/assets/pdf_file/0004/32…

PHES in South Australia
Capex Generation Storage $m/MW $m/MWh
Kanmantoo PHES
$250m 220MW 1300MWh 1,136 0,192
Highbury PHES (min)
$380m 300MW 1350MWh 1,267 0,281
Highbury PHES (max)
$430m 300MW 1350MWh 1,433 0,319
Baroota PHES
$400m 270MW 2160MWh 1,481 0,185
Kanmantoo PHES + $100m
$350m 220MW 1300MWh 1,591 0,269
Middlebank Ranges PHES
$180m 110MW 660MWh 1,636 0,273
Goat Hill PHES
$420m 230MW 1840MWh 1,826 0,228
Cultana PHES
$480m 225MW 1770MWh 2,133 0,271

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