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Geodrill Limited GEODF


Primary Symbol: T.GEO

Geodrill Limited is an Isle of Man-based exploration drilling company with a fleet of 76 drill rigs operating in Africa and South America. The Company operates in approximately two continents and seven countries, namely Ghana, Burkina Faso, Cote d’Ivoire, Mali in West Arica; Egypt in North Africa; and Peru and Chile in South America. The Company provides Reverse Circulation, Diamond Core, Deep Directional Navi Drilling, Air-Core, Grade Control, Geo-Tech, and Water Borehole drilling services to intermediate and junior mining companies and operates a fleet of multi-purpose rigs in Africa. Its fleet stands at approximately 76 drills and is made up of over nine types, including EDM 2000 multi-purpose (qty. 6), Sandvik DE 810 multi-purpose (qty. 11), Sandvik DE 740 core (qty. 10), Sandvik DE 710 core (qty. 10), X1200 Multi-Purpose (1), X900 Multi-Purpose (17), Austex X350 RC / Grade Control (qty. 2), Austex X300 Air-core (qty. 7) and LM90 (qty. 7).


TSX:GEO - Post by User

Post by FrozenInOntarioon Jan 11, 2022 12:05pm
222 Views
Post# 34303984

Back on envelope calculation on new contract

Back on envelope calculation on new contractRough calculation,they just booked 20% of their fleet for 19 months for 45 millions USD.   So on average 158 000 per rig per month.    Trailling 12 months revenu : 112 millions  so roughly 131 000 for 71 rigs.    So this equals to an increase of 20%.   With an expansion in margin if I decode Harper's comment on improving economies of scale. 
If a miner gets a deal at this price per drill when booking 20% of the fleet, i wonder what are the going rates if one would want to book only 1 or 2 drills.  Got to be higher.  Much higher.
2022 should be pretty pretty good...
And no mention of a major contract in Egypt as Harper was hinting at a month ago.
GLTA
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