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Mountain Province Diamonds Inc T.MPVD

Alternate Symbol(s):  MPVDF

Mountain Province Diamonds Inc. is a Canada-based diamond company. The Company’s primary asset is its 49% interest in the Gahcho Kue Mine, a Joint Venture with De Beers Canada. The Gahcho Kue Joint Venture property consists of several kimberlites that are actively being mined, developed, and explored for future development. The Company’s Kennady North Project includes approximately 113,000 hectares of claims and leases surrounding the Gahcho Kue Mine that include an indicated mineral resource for the Kelvin kimberlite and inferred mineral resources for the Faraday kimberlites. Kelvin is estimated to contain 13.62 million carats (Mct) at 8.50 million tons (Mt) at a grade of 1.60 carats/ton and a value of US$63/carat. Faraday 2 is estimated to contain 5.45Mct in 2.07Mt at a grade of 2.63 carats/ton and a value of US$140/ct. Faraday 1-3 is estimated to contain 1.90Mct to 1.87Mt at a grade of 1.04 carats/ton and a value of US$75/carat.


TSX:MPVD - Post by User

Comment by catsaftermeon May 24, 2014 10:03am
301 Views
Post# 22595182

RE:RE:Tuzo Countdown

RE:RE:Tuzo CountdownMinedog,

I enjoy your posts-they show some very good insight, particularly the one you made a few weeks back about the institutional investor sentiment towards diamond plays (and most any and all mining plays in general).  Until and unless sentiment changes, Dividends (if in fact that is where our fate leads to) two years out will not compell any insitution at the moment to own this. And the valuation gap between underlying asset value and current market based asset valuation wont be closed until there is a clear catalyst that prospective investors (the large boys) can antincipate closing it...such as an outright purchase by Debeers or actual producton and commencement of cash flows and dividends.  I agree that Tuzo positive results wont do much for the stock price in the near term (although it will be significant to the underlying fundamental value in the long term). I do think permit approval has a shot at moving thje stock price through the reduction in the discount rate used to compute NPV. That could be significant. , but even if it isnt, by then, it will only be one more year (more or less) to production. 
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