KARORA Resources (Seite 249)
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ISIN: CA48575L2066 · WKN: A2QAN6 · Symbol: KRR
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,1200 | +17,78 | |
| 9,8360 | +17,66 | |
| 85.089,50 | +16,19 | |
| 2,5900 | +13,85 | |
| 0,5340 | +12,90 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6865 | -6,92 | |
| 19,480 | -9,69 | |
| 183,20 | -19,30 | |
| 12,000 | -25,00 | |
| 46,60 | -97,97 |
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@Matthew6v20 On September 6th, 2018 KRR, formerly RNC Minerals was a floundering company, in debt and nearing bankruptcy. They had tried to sell Beta Hunt, but the buyer was dragging their heels. They used what little capital they had left, to try to prove the gold model by which they purchased the property. Since BH was previously a nickel mine (hence where the outrageous gold royalty from MMX came from), they only had a few shots at targeting the gold, and proving the model. The model consisted of 4 sheer zone targets of Lunnon Bassalt where they interact with strong black pyritic sediment horizons (page 17 of investor presentation).
On September 9th, they released news:
https://www.karoraresources.com/2018-09-09-New-Discovery-Yie…
The market cap doubled to around $100MM.
On Sept 16, 2018 they announced they doubled their strike length and recovered more coarse gold
https://www.karoraresources.com/2018-09-16-RNC-Doubles-Strik…
The market cap increased to around $190MM.
On Sept 24th, 2018, RNC Minerals (currently KRR), would never be the same:
https://www.karoraresources.com/2018-09-24-High-Grade-Gold-S…
The market cap jumped to around $500MM. The gold extended throughout the shear model/pyritic intersection. The for sale sign was gone. Royal Nickel was now a Gold company; the model was proven.
The next two years would be full of ups and downs of continuing to prove the model through drilling, and transitioning to a low/mid tier gold producer.
Most investors assumed (me included), they would continue to burst through the AZONE model to find more coarse gold. Instead, they turned to drilling, and expansion.
They made many mistakes along the way, especially early on. They jumped the gun on paying off debt, and then needed a bought deal later to finance property expansion and mill. The HGO purchase along with the mill was one of the best things Mark Selby did! Thanks Mark!
The company’s former CEO Mark Selby stepped down, since his primary competency is nickel. The new CEO, Paul Huet. As Eric Sprott said when he endorsed the hire, “Paul is a gold guy. He’s done it before.”
Given the high publicity, RNC Minerals was a huge target for retail investors. It had also been previously highly shorted by market manipulators. Riding the RNX/KRR rollercoaster was not for the faint of heart. Convicted investors held though, and continue to hold.
So what was Paul Huet’s plan?
Huet knows the potential for Beta Hunt is huge. He mentioned possibility of 3MM-4MM+ gold mine recently in a Crux interview. The drilling last year added 1MM oz.. They have 4 KMs and 4 shears.. they’ve only reached the tip of the iceberg of their long term potential..
So Huet looked at this and said, (my thoughts on what he was thinking)“OK if we have between 3MM-6MM oz in gold.. don’t we owe it to shareholders to try to reduce this ridiculously lucky and slightly unfair MMX royalty of 7.5% which wasn’t made based upon a gold mine?" So what did he do?
Step 1:
Focus production on HGO
Step 2:
Negotiate with MMX. Try to prove that BH isn’t viable with their royalty. MMX argued it was because they were omitting coarse gold in their model. They both held.
Step 3: Stop mining and talking about Beta Hunt
Step 4: Lower royalty on HGO by paying out Morgan Stanley.. This made HGO more viable, and allowed them to hold on BH longer.
Step 5: Wait for MMX to budge (as their financials look worse and worse to their shareholders)
This royalty renegotiation is finally agreed in principle and nearly complete. Once it is finalized, Huet will unlock Beta Hunt, lower AISC and start mining coarse gold. News should come next week on this.
Shareholders have patiently (or impatiently) waited for transparency from Huet on a plan for Beta Hunt.. Unfortunately due to the MMX negotiation, he’s had to be less transparent than he would like.
Last time coarse gold was mined in the Azone the market cap went around 8-10x in month period, without drilling, without cash, without mine plan, and without all time high gold prices.. If/when the next coarse gold is announced, I’d expect parabolic movement. Mr. Huet, if you’re reading this, I very much ask you to consider transparency when you announce the closing of the MMX deal, with your plans to mine the level 15/16 high grade targets within the model proven by the drill results that we’ve all been waiting for. After waiting and defending, this is the least you could do to your loyal shareholders
Can you imagine what’s coming soon?
@Matthew6v20 On September 6th, 2018 KRR, formerly RNC Minerals was a floundering company, in debt and nearing bankruptcy. They had tried to sell Beta Hunt, but the buyer was dragging their heels. They used what little capital they had left, to try to prove the gold model by which they purchased the property. Since BH was previously a nickel mine (hence where the outrageous gold royalty from MMX came from), they only had a few shots at targeting the gold, and proving the model. The model consisted of 4 sheer zone targets of Lunnon Bassalt where they interact with strong black pyritic sediment horizons (page 17 of investor presentation).
On September 9th, they released news:
https://www.karoraresources.com/2018-09-09-New-Discovery-Yie…
The market cap doubled to around $100MM.
On Sept 16, 2018 they announced they doubled their strike length and recovered more coarse gold
https://www.karoraresources.com/2018-09-16-RNC-Doubles-Strik…
The market cap increased to around $190MM.
On Sept 24th, 2018, RNC Minerals (currently KRR), would never be the same:
https://www.karoraresources.com/2018-09-24-High-Grade-Gold-S…
The market cap jumped to around $500MM. The gold extended throughout the shear model/pyritic intersection. The for sale sign was gone. Royal Nickel was now a Gold company; the model was proven.
The next two years would be full of ups and downs of continuing to prove the model through drilling, and transitioning to a low/mid tier gold producer.
Most investors assumed (me included), they would continue to burst through the AZONE model to find more coarse gold. Instead, they turned to drilling, and expansion.
They made many mistakes along the way, especially early on. They jumped the gun on paying off debt, and then needed a bought deal later to finance property expansion and mill. The HGO purchase along with the mill was one of the best things Mark Selby did! Thanks Mark!
The company’s former CEO Mark Selby stepped down, since his primary competency is nickel. The new CEO, Paul Huet. As Eric Sprott said when he endorsed the hire, “Paul is a gold guy. He’s done it before.”
Given the high publicity, RNC Minerals was a huge target for retail investors. It had also been previously highly shorted by market manipulators. Riding the RNX/KRR rollercoaster was not for the faint of heart. Convicted investors held though, and continue to hold.
So what was Paul Huet’s plan?
Huet knows the potential for Beta Hunt is huge. He mentioned possibility of 3MM-4MM+ gold mine recently in a Crux interview. The drilling last year added 1MM oz.. They have 4 KMs and 4 shears.. they’ve only reached the tip of the iceberg of their long term potential..
So Huet looked at this and said, (my thoughts on what he was thinking)“OK if we have between 3MM-6MM oz in gold.. don’t we owe it to shareholders to try to reduce this ridiculously lucky and slightly unfair MMX royalty of 7.5% which wasn’t made based upon a gold mine?" So what did he do?
Step 1:
Focus production on HGO
Step 2:
Negotiate with MMX. Try to prove that BH isn’t viable with their royalty. MMX argued it was because they were omitting coarse gold in their model. They both held.
Step 3: Stop mining and talking about Beta Hunt
Step 4: Lower royalty on HGO by paying out Morgan Stanley.. This made HGO more viable, and allowed them to hold on BH longer.
Step 5: Wait for MMX to budge (as their financials look worse and worse to their shareholders)
This royalty renegotiation is finally agreed in principle and nearly complete. Once it is finalized, Huet will unlock Beta Hunt, lower AISC and start mining coarse gold. News should come next week on this.
Shareholders have patiently (or impatiently) waited for transparency from Huet on a plan for Beta Hunt.. Unfortunately due to the MMX negotiation, he’s had to be less transparent than he would like.
Last time coarse gold was mined in the Azone the market cap went around 8-10x in month period, without drilling, without cash, without mine plan, and without all time high gold prices.. If/when the next coarse gold is announced, I’d expect parabolic movement. Mr. Huet, if you’re reading this, I very much ask you to consider transparency when you announce the closing of the MMX deal, with your plans to mine the level 15/16 high grade targets within the model proven by the drill results that we’ve all been waiting for. After waiting and defending, this is the least you could do to your loyal shareholders
Can you imagine what’s coming soon?
Antwort auf Beitrag Nr.: 64.736.170 von HH2O am 12.08.20 14:47:54Das stimmt! Vielen Dank.
https://www.wienerzeitung.at/nachrichten/wissen/mensch/20711…
Besser für uns ein Rückgang der Goldbewertung als ein Weltuntergang😉🤗
Besser für uns ein Rückgang der Goldbewertung als ein Weltuntergang😉🤗
Antwort auf Beitrag Nr.: 64.721.587 von HH2O am 11.08.20 15:24:04Die Erklärung besteht in dem rasanten Rückgang des Goldpreises und dieser in dem Beginn der Impfung seitens der Russen, IMO
Trading Spotlight
Habe jetzt mal schnell einen Blick drauf geworfen, ja solide. Für mich so die Kernpunkte:
- Ergebnisse (produzierte Unzen, AISC, etc) minimal besser als die Planwerte, somit Prognose eingehalten/ erfüllt
- Volle Hebelwirkung auf den Goldpreis (Goldabsicherungsvereinbarungen wurden im zweiten Quartal abgeschlossen)
-> Durchschnittlicher realisierter Preis (US $/verkaufte Unze) = $1,609
-> aktueller Goldpreis > 1900 USD
- bevorstehendes Explorationswachstum auf HGO + (insbesondere) Beta Hunt
- Aktualisierung Ressourcen-/ Reservenschätzung für BH und HGO in Q4 Quartal 2020 (LOM?! 📈)
- leicht negativ aber auch die Entwicklung der Grades (2,26g/t) ggü. Q1 (agg Regenwetter)
- dito leicht verschlechterte recovery
- zusätzliche spannendes Gebiet "Eundynie" (aktualisierte Mineralressourcenschätzung für die Projekte Hidden Secret und Mousehollow ebenfalls für Q4 2020 vorgesehen), zukünftig dann auch spargos
- negativer touch: "Lizenzgebühr für die Goldproduktion bei Beta Hunt mit Wirkung vom 1. Juli 2020 unter bestimmten Bedingungen
von 7,5% auf 4,75% zu senken"
- Ergebnisse (produzierte Unzen, AISC, etc) minimal besser als die Planwerte, somit Prognose eingehalten/ erfüllt
- Volle Hebelwirkung auf den Goldpreis (Goldabsicherungsvereinbarungen wurden im zweiten Quartal abgeschlossen)
-> Durchschnittlicher realisierter Preis (US $/verkaufte Unze) = $1,609
-> aktueller Goldpreis > 1900 USD
- bevorstehendes Explorationswachstum auf HGO + (insbesondere) Beta Hunt
- Aktualisierung Ressourcen-/ Reservenschätzung für BH und HGO in Q4 Quartal 2020 (LOM?! 📈)
- leicht negativ aber auch die Entwicklung der Grades (2,26g/t) ggü. Q1 (agg Regenwetter)
- dito leicht verschlechterte recovery
- zusätzliche spannendes Gebiet "Eundynie" (aktualisierte Mineralressourcenschätzung für die Projekte Hidden Secret und Mousehollow ebenfalls für Q4 2020 vorgesehen), zukünftig dann auch spargos
- negativer touch: "Lizenzgebühr für die Goldproduktion bei Beta Hunt mit Wirkung vom 1. Juli 2020 unter bestimmten Bedingungen
von 7,5% auf 4,75% zu senken"
...es kann nicht nur am Goldpreis liegen! Karora hat bisher mit ca. 1600USD gerechnet. Jetzt sind sie nicht mal mehr gehedgt und können mit dem aktuellen Preis kalkulieren.
Muss man vielleicht auch nicht verstehen. Egal, ich wollte eh Q3 und Q4 abwarten.
Viel Glück allen!
Muss man vielleicht auch nicht verstehen. Egal, ich wollte eh Q3 und Q4 abwarten.
Viel Glück allen!
Antwort auf Beitrag Nr.: 64.719.823 von 90BVB09 am 11.08.20 13:45:59Die Zahlen waren durchweg positiv, ohne jetzt detailliert darauf einzugehen... Ich verstehe den Kursverlauf daher im Moment überhaupt nicht!? Hat jemand eine Erklärung?
Hat denn niemand weiter mal eine fundierte Meinung zu den Zahlen? Bin aktuell zeitlich etwas eingebunden und habe daher leider keine Zeit mich intensiver damit zu beschäftigen... 
Die Zahlen sind sehr gut aber es scheint ein Rückgang des Golkurses und der Minenwerte nach dem steilen Aufstieg ins Haus zu stehen. Schaun mer mal mit Gelassenheit.
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