Member Info for itsyou

*plant, not team

APR,

"Riian and his team onsite, by the time that Pilot team 2 is done, they'll then present the big Heap Leach project. We're talking about a 1.2 million tonne per annum pad. "

https://www.youtube.com/watch?v=0y3nYLMCnWM&ab_channel=StockBox

APR,

100kt pm is the larger 1.2mtpa pad, that they are exploring to build.

RedRoy,

Best post of the day. I did similar numbers, but didn't know the additional details, plus when it was planned to start, so many thanks.

Makes you wonder if they need to build another plant for phase 4 to 50k pa. Costs will be a lot lower as well.

You need to apply recoveries.

Not reported, but Q4 was 80% for the Milling Plant and 52% for Tailings plant

Biggest question is how is his surname pronounced; interviewer always seems to have a different version. As she struggles, maybe she should create a nickname, like our new resource manager called "Facebook" ;-)

Good to see an updated presentation on the website from Indaba(couple of weeks old now), with pics of where they have been drilling/plan to.

I'd add that there was nothing price sensitive in the Zoom calls last night. It was just like you and I attending an investor event and asking Q's, emailing the company or calling them. But at least the conspiracy theories were quashed(took up most of the call), which left some with egg on their face.

As for reasons why the company thinks people are selling; I've never seen such comments ever being reported via RNS or RNS reach.

Upgrading Jorc confidence levels to Indicated and Measured is also key, instead of just adding ounces.

No point in having Resources as they can't be mined and will not extend mine life.

Enough from me.

Suggins,
"Current jorc at Killi hill is 532,000 oz I think. Surely this is going to jump up by a huge amount when these latest drill results are incorporated to create the updated resource statement."

- Plus with the HL plant they can treat lower grades, so the cut off will be lower, which will add more ounces.

2,575km strike length of mineralisation is obviously 2.575km or 2,575m

Another old post to highlight economics when comparing grades to pure explorers.

"To recap and what Robbie always talks about. The company are doing things in reverse. Normally you find a deposit, do the Feasibility studies, turn Resources to Reserves, build the Plant and then start producing. Here they have the plant and need to do the reverse.

One thing to note when the exploration results do arrive and people start comparing grades/widths with other exploration companies. You cannot compare. A Exploration company needs higher grades and widths as it needs to justify spending Millions on drilling, FS studies and Capex for a Plant. $25-30m Robbie said yesterday for the Plant alone, which Caracal already have with no debt."

KPGRC005 13m @ 2.09 g/t

KPGRC014 7m @ 5.43 g/t

KPGRC017 3m @ 3.13 g/t

KPGRC030 7m @ 5.04 g/t

KPGRC031 6m @ 3.48 g/t

KPGRC032 3m @ 2.93 g/t

For the third time of me posting, with my comments for comparison. Although previous are multiple intersections with gaps between, so difficult to calculate overall, but today's look better to me.

"Here's the Significant drilling results from 2012 drilling on the hill, for future comparison.

KPB013
from 26m 6m @ 1.89 g/t
from 47m 1.01m @ 4.97 g/t
from 26m 1.92m @ 1.71 g/t

KPB014
from 101m 6.59m @ 2.41 g/t
from 115m 2.54m @ 10.74 g/t

KPB015
from 79m 2.95m @ 2.47 g/t
from 88m 1.71m @ 1.9 g/t
from 96m 1.01m @ 1.26 g/t
from 103m 3.05m @ 3.1 g/t
from 112m 1m @ 1.14 g/t

KPB016
from 128m 0.75m @ 8.67 g/t

KPB017
from 66m 0.25m @ 11.85 g/t

Another point bearing in mind is the deeper intercept are not really deep, as after all they are drilling above surface level on the hill. Although from Robbie's comments the other day, none of the RC holes sound like they are going past 100m, if they've drilled 15 RC holes for 1,500 already. But the DD holes, which obviously take a lot longer to drill each metre than RC ones, are going to around 200m."

Trek,
"It’s part of the 10000m extension." - that's the drilling program, nothing to do with the extent of mineralisation

"with all holes intersecting veins currently being mined with comparable gold grades." - Perfect statement and no need for me to compare to previous drilling.

2,575km strike length - was this expected?

Wrong company, but this is something to read and just out on their Twitter feed

Oncimmune
@OncimmuneECDT
·
17m
Level 1:
We're excited to announce the publication of the RA-MAP study which is the most complete immunological profile in early RA to date. Highlights the pathogenesis of early #RA with data from #proteomics, #transcriptomics, #metabolomics & #autoantibodies

https://www.nature.com/articles/s41597-022-01264-y?utm_source=Pub_website&utm_medium=Social_Twitter&utm_campaign=services__aid_ra

AG,
Main Mill - 80%(Q4 rns)
Tailings Mill - 52%(Q4 rns)

HL expected recovery :
14 days was 53.4% (11/4 RNS)
Met test expected 55% "It's estimated that extraction will be in the range of 55% after 60 days " - image at ~4m 30s - https://www.youtube.com/watch?v=onzV-jwh-fo&ab_channel=StockBox

I'm intrigued to find out about more about Robbie's comment of a 1.2mtpa HL pad in his recent Interview, as I mentioned before, but no one else commented on this.

"Riian and his team onsite, by the time that Pilot team 2 is done, they'll then present the big Heap Leach project. We're talking about a 1.2 million tonne per annum pad. "

Previously the target was for 0.24mtpa - 20,000tpm x 12 = 240,000tpa(0.24mtpa).

So 5 times previous size mentioned on 22/02/22 - "with the full heap leach plant operation to be expanded up to a capacity of 20,000tpm"

With the faster than expected leach time, their Broker mentioned in their 11/04 note that recoveries also could get to the same as the Plant in the full 60 days

"We note that the reported recoveries of 53% achieved in the first 14 days are indicative and typically increase over the full cycle reported as 60 days; our assumption longer term is to be closer to that of the broader plant."

We're 30 days since that RNS(give another 7 days for the RNS), so the 60 days is probably up now.

If they are getting the same recoveries as the Plant, why bother doing a more expensive plant upgrade for the next stage of 25k-50k, when they can just HL it, assuming the met work is in favour?

But intrigued to know more of the 5 x expansion of the HL

Loads of traders everywhere these days; way too many goldfish memory investors that go from stock to stock with no understanding of the business they invest in. Too many agenda's as well from vocal posters.

What ever happened to buying a % of a company and sitting on it? Their loss, long term investing always wins, as long as the fundamentals are solid and the strategy is accomplished.

Strong performance in Environmental division expected to continue. The final decision on the award of a significant tender in process is expected in the summer of 2022 leading to the potential for significant revenue contribution in H2/22. The size of the award is multiples of anything yet won to-date; however, there remains uncertainty over the start date, the allocation to Setcar, and the revenues that can therefore be recognised in FY22. Whilst there are no alternative solutions that can provide oil remediation efficiency comparable to Grafysorber, in the absence of visibility, we have decided not to include the potential for this award in our expectations, noting that the award would likely be transformational for the company.

? We continue to view Directa Plus as a unique opportunity in the environmental and graphene materials space as it is commercially proven, high growth and fully funded. The demand for graphene is supported by a strong market outlook with expectations for it to more than double in value over the next three years reaching more than $2bn in 2024, according to Future markets 2021. Directa Plus has a proven production technology, downstream application IP and a growing list of solid commercial products and partners, and is well positioned to win a substantial market share and enable significant value creation over the next few years.

? Significant room for upgrades: Our valuation of 280p leaves significant room for upgrades as and when the environmental division contract award is announced, but also strong traction in other verticals and geographies, including the expansion of the Environmental division into Northern Europe and the USA.

APR,

it's B(it made sense to me). Ie there is another company at the same stage as Kili.

But subsequent to their note, Robbie mentioned in the recent StockBox interview that they are not doing anymore acquisitions, until their Mcap is up.

Yes, they were the first round pre RTO placing shares.