KENNADY DIAMONDS INC V.KDI

6 reasons why I like KDI...

[ValueSpotter]

Kelvin, Faraday 1, Faraday 2, Faraday 3, MZ, Doyle. VS

[ekim]

Got any preliminary economics on any of them? A few reasonable or at least reasonable for now assumptions and a nice operating margin/npv/insitu-value can come out of existing data. Company isn't allowed to do it without the independent PEA..but individuals absolutely can. EKIM

[ValueSpotter]

KDI is in an interesting self created dilemma. Let's say they only had Kelvin. Then the course would be simple to understand. There would be only two options and that would depend the size of the kimberlite and cpt. But.... they bought the Doyle and MZ lands from GGL and they drilled up F1 F2 F3. They did that for a reason. So I think there are three options now. Sell... stand alone.... or my

[ekim]

Speaking of self-created dilemma...MPV has one. MPV is the silent - non-operator own of half of Gahcho Kue. That means that MPV's mgmt team must start looking elsewhere or else they just basically become an investment company and not an miner or exploration company. You don't pay your mgmt team to non-operate a new mine. Wonder what they will be up to next...must justify their salaries.