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Bullboard - Stock Discussion Forum Oromin Explorations Ltd OLEPF

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Oromin Explorations Ltd > Randgold invests in explorer in Senegal....
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Post by tony1969 on Apr 20, 2013 10:24am

Randgold invests in explorer in Senegal....

Goldstone Resources agrees joint venture with Randgold for Senegal deposit

Tuesday, April 9, 2013 10:18
 

Junior gold explorer Goldstone (LON:GRL) has signed a farm-in deal with Randgold Resources (LON:RRS) to fund exploration of Goldstone’s Sangola deposit in Senegal.

Exploration of the deposit will now proceed as a joint venture, with Randgold to take a 51% stake in return for funding to the completed pre-feasibility study (PFS) stage.

Goldstone can then elect to contribute towards a feasibility study or dilute to 35%.

Randgold has committed to at least 10,000 metres of reverse circulation drilling per annum up to the completion of the PFS, which must indicate that mining of at least 1mln ounces of gold is economically feasible.

The joint venture will be terminated if that milestone is not reached.

Jurie Wessels, Goldstone’s chief executive, said he was delighted with the agreement, which will see it retain a material interest in the project while removing any funding requirement until the project has advanced significantly.

Randgold has an exceptional track record of finding and developing gold projects in West Africa, he added.

Africa-focused Randgold, which has projects already producing in Mali, the Ivory Coast and under development in the Democratic Republic of the Congo (DRC), said at the end of last month it was keen to step its joint venture activity with juniors.

Sangola is bisected by a major gold bearing shear zone known as the Main Transcurrent Shear Zone (“MTZ”). This shear zone is host to Randgold’s 3mln ounce Massawa deposit, which lies 30 kilometres towards the north-east of the Sangola licence area.

Three major elongated gold-in-soil anomalies – Baraboye, Tiabedji and Tiobo, all of which are associated with underlying structures related to the MTZ – have been identified and explored by Goldstone.                        

As you guys can see Randgold is interested in investing in Senegal.  Once the consolidation in the sector starts we should see much more activity.

Comment by hoosier1 on Apr 20, 2013 12:34pm
This to me raises potentially troubling question(s)... Why would Randgold go into a joint venture for drilling an unknown when Oromin already has an established deposit?  Especially given that OLE's deposit is closer to Randgold's Loulo-Gounkoto mine in Mali. How difficult is it to deal with OLE?  Have they been so hard to deal with in the past, that majors are ...more  
Comment by hoosier1 on Apr 20, 2013 4:20pm
top- Agree it's pocket change for Randgold... but this is just an "initiation" drilling phase. Assuming this "initiation" drilling is positive... by the time the step-out drill and then in-fill drill to assure its stature as a feasible deposit... they will have way more $$ into it ... AND way more TIME will have passed. Randgold has stated in the past that they ...more  
Comment by nailati on Apr 20, 2013 5:05pm
  Not sure I understand the continued exuberance for TGZ. So far in 2013 OLE is down 62% and TGZ is down 65%. So the market is saying a couple things: 1) they both suck and 2) as much as they both suck the market is saying that OLE is a slightly better buy. In case some of you missed it, on April 14th BMO put out a research report on TGZ. They lowered their price target from $2.75 to $1.00. I ...more  
Comment by tony1969 on Apr 20, 2013 6:22pm
Hey natali, that same day RBC lowered its target on TGZ to $1.95.  Average price target from the 8 analysts is now $1.70. RBC are the guys that are trying to sell OLE so they may want to give TGZ a high value as it ultimately will help OLE as well.  Nevertheless TGZ needs higher grade ounces. They have to dig up much more ore to get the same result if they had higher grade ...more  
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