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Bullboard - Stock Discussion Forum Karnalyte Resources Inc T.KRN

Alternate Symbol(s):  KRLTF

Karnalyte Resources Inc. is a Canada-based development stage company. The Company is engaged in the exploration and development of its property and possible construction of a production facility and development of a potash mine. It is focused on two fertilizer products, potash and nitrogen, to be produced and manufactured in Saskatchewan. The Company owns the construction ready Wynyard Potash... see more

TSX:KRN - Post Discussion

Karnalyte Resources Inc > Q1 Financials / MD&A out
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Post by mdjbrown on May 12, 2022 11:26pm

Q1 Financials / MD&A out

Karnalyte has net working capital of $1M at March 31

2022-05-12 22:46 ET - News Release

Mr. Danielle Favreau reports

KARNALYTE RESOURCES INC. ANNOUNCES 2022 FIRST QUARTER RESULTS

Karnalyte Resources Inc. has released its financial results and corporate highlights for the first quarter ended March 31, 2022.

During the first quarter of 2022, the Company was focused on the update to its NI 43-101 compliant technical report. As previously announced, Wood PLC, a leading global consulting and engineering company has been engaged as independent lead author of the update. More recently, the Company engaged industry leading solution mining and engineering firm ERCOSPLAN ingenieurgesellschaft Geotechnik und Bergbau mbH ("ERCOSPLAN") to assist with the project including the update of the mineral resource estimation and the mine plan for brine field development as the basis for the mineral reserve estimate.

The Company also continued to consider and discuss with investment bankers and others options to raise capital. Options being considered include: a private placement, a short form prospectus offering and/or a rights offering. Updates on the Company's efforts to raise capital will be made when appropriate.

OUTLOOK FOR 2022

During the second quarter of 2022, the Company plans to complete the update to its NI 43-101 technical report and complete the raising of interim capital. 2022 FIRST QUARTER RESULTS

At March 31, 2022, the Company had cash of $1.1 million and positive net working capital of $1 million and no debt. Karnalyte's First Quarter 2022 Financial Statements and Managements' Discussion and Analysis are available at www.sedar.com and on Karnalyte's website at www.karnalyte.com.

The following information has been summarised from the Company's Condensed Interim Unaudited Financial Statements.

 

  March 31, 2022 March 31, 2021 Total revenue - - Net and comprehensive loss (419) (577) Basic and diluted per share (0.01) (0.01) Total current assets 1,934 4,177 Total assets 7,826 10,110 Total liabilities 2,468 2,748 Total shareholders' equity 5,358 7,362 

 

ABOUT KARNALYTE RESOURCES INC.

Karnalyte Resources Inc. is a development stage company focused on two fertilizer products, potash and nitrogen, to be produced and manufactured in Saskatchewan. Karnalyte owns the construction ready Wynyard Potash Project, with planned phase 1 production of 625,000 tonnes per year ("TPY") of high grade granular potash, and two subsequent phases of 750,000 TPY each, taking total production up to 2.125 million TPY. Karnalyte is also exploring the development of the Proteos Nitrogen Project, which is a proposed small-scale nitrogen fertilizer plant with a nameplate production capacity of approximately 700 metric tonnes per day ("MTPD") of ammonia and approximately 1,200 MTPD of urea, and a target customer market of independent fertilizer wholesalers in Central Saskatchewan.

ABOUT THE WYNYARD POTASH PROJECT

The Wynyard Potash Project is a construction ready solution mining potash project located in Wynyard, Saskatchewan, with planned phase 1 production of 625,000 TPY of high grade granular potash, and two subsequent phases of 750,000 TPY each, taking total production up to 2.125 million TPY. All environmental permits remain valid, preliminary detailed engineering is complete, and the existing offtake agreement with Gujarat State Fertilizers & Chemicals Limited remains in effect. Further development is dependent on the continued strength of potash prices and obtaining financing.

ABOUT THE PROTEOS NITROGEN PROJECT

The Proteos Nitrogen Project is an advanced stage development project consisting of a proposed small-scale nitrogen fertilizer plant to be located in Central Saskatchewan, having a nameplate production capacity of approximately 700 MTPD of ammonia and approximately 1,200 MTPD of urea, and designed to produce two products - anhydrous ammonia (82-0-0) and granular urea (46-0-0). Karnalyte's primary target market is independent local Saskatchewan fertilizer wholesalers within a 400-kilometer radius of Saskatoon, Saskatchewan. A secondary target market is the US Midwest fertilizer wholesalers near to the Canadian - United States border. The proposed plant would be the first greenfield nitrogen fertilizer plant built in Canada in the last 26 years.

ABOUT GUJARAT STATE FERTILIZERS & CHEMICALS LIMITED

Gujarat State Fertilizers & Chemicals Limited ("GSFC") is a leading Indian Fortune 500 chemicals and fertilizer company that has been in business for more than 50 years. GSFC currently operates one ammonia plant that was commissioned in the year 2000, and two urea plants that were established in 1969, at its fertilizer production complex in Vadodara, Gujarat State, India.

As the Company's strategic partner and single largest shareholder, GSFC remains committed to the Company and the Wynyard Potash Project, and is fully supportive of the Company pursuing the development of the Proteos Nitrogen Project. GSFC has also confirmed to the Company that it will continue to support the structuring of the most cost-effective financing package for the development of the Wynyard Potash Project, as GSFC has consistently offered to the Company since becoming a shareholder in 2013.

Comment by bigkagan on May 13, 2022 9:52am
Wow, I like that they've hired a German solution mining company which shows that they're really serious about developing a mine this time
Comment by fishtruth on May 13, 2022 3:07pm
BK Ercospan has been the Karnalyte engineering firm all along and author of their first 43-101. I don't understand how it can take so long to update the report. Nothing has changed at the site. Anyone in the potash business could update the costs in a matter of days, plug them into the existing calculations and have a new number. This is nothing but more delay. Something smells.
Comment by bigkagan on May 13, 2022 4:01pm
Yeah but initially the update was supposed to be done by Wood and not Ecospan, why did they add Ecospan all of a sudden? These guys are experts at mine planning and construction and the fact that KRN is hiring them for the second time is a good sign
Comment by ohjeezuz on May 13, 2022 4:56pm
i dont know if thats a good sign.I guaruntee you wood did not give them the report they were looking for so they went back to ecospan
Comment by bigkagan on May 13, 2022 7:30pm
As I understand it, they've hired ERCOSPLAN for a different purpose than Wood: "Company engaged industry leading solution mining and engineering firm ERCOSPLAN ingenieurgesellschaft Geotechnik und Bergbau mbH ("ERCOSPLAN") to assist with the project including the update of the mineral resource estimation and the mine plan for brine field development as the basis for the mineral ...more  
Comment by mdjbrown on May 13, 2022 10:29pm
bk, not sure if you are new here, but you are certainly reading a lot into those comments. As others have already stated, Ercosplan has been involved since day one of the initial Wynyard T.R. Disposal and brackish wells have already been drillied and tested, however it was rumoured the disposal well required some work due to sand. Wynyard brine field development is still a work in progress as ...more  
Comment by bigkagan on May 14, 2022 2:24pm
Well, Ercosplan was involved with Wynyard back in late 2010's when there was a push to develop the mine, but the efforts failed and since then nobody heard of Ercosplan until now - so the conclusion is that we start hearing about Ercosplan each time there is an effort to do something about the Wynyard mine. Hopefully this time the attempt will be more successful than back then
Comment by mdjbrown on May 14, 2022 4:24pm
bk, Ercosplans EurGeol Dr. Henry Rauche was also involved back in the 2016 TR, and signed off as a Q.P. on July 14, 2016, The Optimization Program continued until the late fall of 2016, and results were released on December 29, 2016. "The Optimization Program was conducted in three phases from May, 2016 until November, 2016: Sump leaching - to provide space to capture non-dissolved ...more  
Comment by bigkagan on May 14, 2022 6:05pm
If you went to a dentist 5 years ago it doesn't mean that dentist has treated you every day since then - the same is with Ercosplan: KRN used their services once back in 2016 and nothing since then until now when they got a new assignment from KRN to update the brine thing. It shows that things start moving regarding the mine
Comment by mdjbrown on May 15, 2022 10:05am
lol bk, unlike a mouth, the downhole geology wont have changed in the past 5 or 10 years, as what they discovered in drill cores 10 years ago should be a carbon copy today. As fish mentioned, this TR should be fairly straight forward to complete, just as it was in 2016 when the last update was completed. CAPEX and OPEX calculations will have likely increased since 2016, but so has the price of ...more  
Comment by fishtruth on May 15, 2022 12:02pm
Mr. Brown Thats exactly the way I see it also. You seem to have the inside on a lot of information I have not seen or heard of. Keep us posted. Thanks
Comment by mdjbrown on May 15, 2022 11:32pm
No worries fishtruth No insider connections, but SEDAR is a treasure trove of publicy available cororate documents including the Offtake and Subscription Agreements under Jan 21, 2013  Material Contracts Simply click this link:  https://www.sedar.com/issuers/issuers_en.htm Click K Click Karnalyte Resources Inc Click View this companys documents Click on the document you want ...more  
Comment by fishtruth on May 16, 2022 9:15am
I love oysters!!!
Comment by patospower on May 16, 2022 2:08pm
Hi Dan, KRN has been signaling for a while that short term funding would be required (and it falls within common sense, working capital is dwindling), and flat out said in latest MD&A they'll issue common equity in Q2. So we can expect to hear news VERY shortly on that front.  I can't look it up right now but as far as I remember they listed 3 different avenues they're ...more  
Comment by mdjbrown on May 17, 2022 9:46am
Should be interesting for sure, pp. Based on 3 Saskatchewan juniors in the potash sectors difficulty to raise capital to move the needle on their projects, the terms of Karnalytes financing will be key, and if Westerns recent loan terms are any indication, it is tough sledding out there. Big question is: will GSFC allow their current position to be diluted "The Company also continued to ...more  
Comment by ohjeezuz on May 17, 2022 3:11pm
they are going to have to if they ever want to see any of their $$ back
Comment by mdjbrown on May 18, 2022 9:21am
ohjezuz, the bigger picture would suggest they already have. Spending $46.7 million for control of a potential $5 billion dollar asset with more than $100 million already spent in getting the project construction ready leading into 2013 is a pretty good deal and when they are ready, they will green light the project under their control. I could see them raising a bit of money to continue with ...more