DGR - DGR Global

[julles]

Re: DGR - D'aguilar Gold

Since I went on Broadband I have not been able to upload a chart,

I must tell you all that I am a chartist and I see a gap, experience has taught me that gaps get filled. Or Nearly ... see TRF for an example


and for the record ... I can post charts on other forums. Go Figure!

If anyone is interested in seeing charts and or views you can see mine at IC

Cheers Julles

 

[julles]

Re: DGR - D'aguilar Gold

PS. That's it from me, I dont' like talkin to myself, good luck with any investments/trades you choose. (for anyone that's reading and beyond.. lol )

Signing out, :bekloppt: Julles

 

[Brujo]

Re: DGR - D'aguilar Gold

Don't go, Julles!!

I know what you mean, some threads seem to get picked up, other's don't.

I look at threads like IBG and MUN which just seem to receive no interest whilst there are some real dogs out there that get heaps.

No endorsement of IBG by me, by the way. Just an example of a stock that has gone from 25c to $3.80 in 8 months yet just doesn't appear on the radar.

 

[julles]

Re: DGR - D'aguilar Gold

Brujo yea go figure!

I just checked out the ibg chart and wow, all I can say is wouldn't it be nice!

 

[julles]

Re: DGR - D'aguilar Gold

I just received my invitation to the D'Aguilar Gold Limited Investor Presntation. (yes in the mail)

Here's and out line of what will be covered

: D'Aguilar has recently doubled the valuation of its Anduramba Molybdenume porject to and NPV of $155 million.

: The Company is also Fast tracking its Mineral Development Licence Appliction at Anduamba

:Awaiting latest drilling results from the high grade Molybenum zone at Anduramba

; Awaiting assay results from the recent drilling of the Company's Nickel project

: Continueing to advance the information memorandum for Mr Isa Metals, the company's uranium and iron oxide copper gold subsidiary.

2007 will be a milestone for the D'Aguilar with the Company investigating the listing of at least three of its' mature projects on recognized exchanges this year.

The Preentation will the presented by Nicholas Mather, Managing Director of DGR

RSVP is to be by Monday the 30th of April anyone wishing the hear the D'Aguilar story needs to ring a Greta Williams to make a booking. I won't put her phone No. here but if any one is interested PM me and I'll send it to you.

Presentations Dates
Brisbane 6pm Thursday 3rd May, Kingston Room, Brisbane Polo Club, Eagle street

Sydney 6pm Monday 7th May, Launceston Room, The Menzies, Carrington Street

Melbourne 4pm Thursday 10th May Collins Room, Rialto Hotel on Collins

Perth 2pm Friday 11th May The terrace Room, Chiffley on the Terrace , Georges Terrace

 

[motion]

Re: DGR - D'aguilar Gold

Hi Guys,

I'm not able to use pro trader today as I'm at a customer site..... anyone got any thoughts on why the big jump in DGR today... it seems to be flying high?

Thanks

 

[julles]

Re: DGR - D'aguilar Gold

Hi Motion, the Australian wide presentation starts in Brisbane tonight, I figure people are getting on board as they believe Dgr will spark brokers and their clients interest. Don't forget we have Moly currently being drilled and Nickel results due.

Julles

 

[Sean K]

Re: DGR - D'aguilar Gold

This looks pretty interesting to say the least. Good work if you were on it a month ago. I don't think I looked at becuase of the funny name.

I notice it took off at the start of April in response to the Anduranmba Moly Project. Moly seems to be metal of the year so far.

Market cap still $48m.

How does this compare to it's assets and potential?

The uranium potential around Mt Isa is definately a kicker too.

 

[motion]

Re: DGR - D'aguilar Gold

Thanks Julles, I think I will hold for a little longer this seems to be a good run... damn I hate not having pro trader when things like this happen.

Will be interesting to see how it closes... I will see if I can get a graph up when I get home.

Thanks again..

 

[doogie_goes_off]

Re: DGR - D'aguilar Gold

Can anyone summarise how these convertible notes work/will affect things?

SP seemed to like it.

 

[julles]

Re: DGR - D'aguilar Gold

Doggie,

It's basicaly a piece of paper that allows this private investment company to hand over 1.5 million and they get to convert that note at any time they see fit before April 2009 into shares? Anyone is welcome to correct me and or explain it in a more detailed manner. According to a poster on HC this will only dilute the shareholder base by 5% and all seem to agree it's a wise way of recieving funding for the bankable feasibility study.

Also it looks like the prensentaion night in Brisbane went well, if anyone attended can they post a summary for us please.

ASX Announcement
3 May 2007
$1.5 million raising as Converting Notes in Anduramba Molybdenum
D’Aguilar Gold Limited is pleased to announce that its subsidiary Anduramba Molybdenum Pty Ltd (Anduramba Molybdenum) has raised an amount of $1.5 million in mezzanine funding by issuing a converting note to assist with funding its bankable feasibility study and increased activity on the Anduramba Molybdenum project in South East Queensland.
The funds have been subscribed by a private investment company. Terms of the note provide for the compulsory conversion to shares in Anduramba within two years prior to a listing on a recognised exchange or a sale of Anduramba Molybdenum. In the event Anduramba Molybdenum has not been listed on a recognised exchange or sold by way of a trade sale prior to 30 April 2009 the note will convert into ordinary shares in D’Aguilar Gold Limited at the volume weighted average price of D’Aguilar shares over the proceeding 21 trading days before 30 April 2009.
A coupon rate of 10% per annum will accrue and be paid annually as converting notes in the same terms and conditions as the original notes issued.
The converting note provides for the mandatory conversion into shares in Anduramba Molybdenum based on an enterprise value for the project (not including cash or other assets) of $50 million if the conversion event occurs prior to 30 April 2008, and based on an enterprise value of $40 million (not including cash or other assets) should the conversion take place between 30 April 2008 and 30 April 2009. D’Aguilar will therefore suffer no more than a 4.54% dilution in Anduramba Molybdenum as a result of this funding.
Nicholas Mather, Managing Director of D’Aguilar commented “Raising mezzanine funds in Anduramba Molybdenum at this early stage of the evolution of the Anduramba project demonstrates the early success achieved on the project and highlights D’Aguilar’s ability to raise funds in its subsidiary companies at more favourable levels than by issuing D’Aguilar equity and with significantly less dilution. The minor dilution in Anduramba Molybdenum does not result in dilution of D’Aguilar shareholders equity in the other promising projects in the D’Aguilar pipeline. This funding will enable the Company to add considerable value to the Anduramba project and pave the way for raising further development funds.”
D'Aguilar recently released an upgraded pre-tax discounted NPV on the Anduramba project of $155m. Drilling activity is continuing on the high grade zone at Anduramba and regional targets are under investigation to delineate additional prospects with a view to increasing the resource size of the project.
ASX Code: DGR
D’Aguilar continues the feasibility work on Anduramba, currently focusing on metallurgical, crushing, milling, and plant design work with a panel of independent consultants. The Company is confident of further improvements in the assessed value of the Anduramba project on the basis of improvements in the resource size, the grade of the highgrade core zone, definition of additional silver credits and modelled operating cost reductions.
On behalf of the Board
D P Cornish
Company Secretary

 

[sting]

Re: DGR - D'aguilar Gold

Julles,

I attended the presentation last nite, all looks good.

1/ Outline given of new comany strategy... locate, drill, prove,form new company, spin off via IPO as stand alone entities for all projects individually.

2/ Anduramba to be up and operational within 2yrs
Investment Co values this project alone to be worth more than the entire Co.

I got into this for an av of 15 cents..oh happy happy days relieves part of the pain of AGY

3/ JV interest has been shown with regard to the Mt Isa Metals Project particularly in regard to MT Gregory

4/ Drilling to commence next 1/4 on the rannes and bathurst area's

All in all it looks good market cap at the moment is valued at less than outside investors value the one project...ie buy into DGR for the Moly project and get the other projects for free.

I got into this for an AV of 15 cents ..Oh happy days ... relieves part of the pain from AGY

 

[julles]

Re: DGR - D'aguilar Gold

Ok thanks for that sting, strong accumulation happening today after the presentation. Next week Sydney Melbourne and then Perth all looks positve for a strong year!

 

[mick2006]

Re: DGR - D'aguilar Gold

Good to see the market is warming up to DGR has some very interesting projects. The best being the
Anduranmba Moly Project which should be in production within 2 years.

Currently awaiting Nickel assay results on another project.

And just to top it off some nice Uranium tennements in the Mt Isa region

Agree that the Australia wide presentation tour will certainly draw more attention which can only be a good thing

 

[mick2006]

Re: DGR - D'aguilar Gold

looks like a positive open for this monday morning, with the Australian wide presentation tour continuing this week in Sydney, Melbourne and Perth, looks like it is grabbing a fair bit of interest with continued buying and good volumes.

Also awaiting nickel assays from Queensland, and also progessing with drilling and sampling for molybdenum also in Queensland. So no shortage of news over the coming weeks also in the process of arranging finance for the development of a 2 million tonnes per annum molybdenum project.

For the medium term investor they plan to spin off three companies by the end of the year covering commodities such as Uranium, Molybdenum, Nickel, with the whole company currently valued less than that of the Molybdenum project you can grab the Nickel, Gold, Copper, Uranium projects and spinoffs for free.

 

[mick2006]

Re: DGR - D'aguilar Gold

should push on nicely over the next day or so with drilling results due for nickel and molybdenum. Also presenting at the major resources forum in Sydney tomorrow afternoon will be a huge boost to the profile of the company.

Judging by the increase in volume over the last couple of weeks the two minor presentations in Brisbane last week and Sydney last night have already raised the profile.

The company is currently finalising feasability study on their Molybdenum project with discussions already underway for project financing and off-take agreements.

Just look what happened to MOL (Moly Mines) shareprice when they announced the decision to mine at their molybdenum project it went crazy.

 

[mick2006]

Re: DGR - D'aguilar Gold

Just doing some number crunching on DGR Anduramba Molybdenum project and this is what it looks like

18.7mt at 0.088% mo eq
= 16456 tonnes of molybdenum
= 36,203,200 lbs of molybdenum

at price of $29 usd per lb

$1,049,892,800 usd

or at price of $34 aud per lb

$1,264,931,084 aud


As recently released the project has a discounted NPV of $155 million which if divided by fully diulted shares on offer of 154 million

gives the Anduramba Molybdenum project a value of $1 per share, which doesn't include the recent round of drilling or any future exploration upside!!

just goes to show how undervalued DGR is at the moment with a shareprice of only 32.5c compared to a value of $1 for just one of its projects not to mention some promising Nickel,Copper,Gold,Uranium projects.

Does anyone have any thoughts?

 

[doogie_goes_off]

Re: DGR - D'aguilar Gold

Let's compare 2 inferred resources in the ground with metal equivalents -

DGR's moly project - 164560t (18.7Mt @ 0.088%) of moly equivalent at $25 a pound, say copper is $3.62 a pound then conversion is about 6.89 times for Copper %

So in copper equivalents that's (18.7Mt @ 0.605% Cu) OR simply 113,217t Cu equivalent

Market cap now $48 mill

NOW

Tak FNT's porphyry copper project -

In copper equivalents (108Mt @ 0.5% Cu) OR simply 540,000t Cu equivalent

Market Cap approx $12 mill

Which is more under valued????

I used to be a fan of DGR until I did the sums!

 

[mick2006]

Re: DGR - D'aguilar Gold

There is no doubt that you could say there is dozens of companies that look undervalued compared to DGR if you just take into account resource sizes. But also as important is that you must discount projects due to location, type and scale of mining operation, and capital costs to start up operations.

This is where DGR is much more advanced than alot of other companies the molybdenum project is 150km from Brisbane with easy access and power already sorted. They are finalising the feasibility study already in discussions regarding project finance and off-take agreements.

Compare this to say FNT or MGO which I do like the look of, but they are at least 4-5 years and alot of hard work before they will be digging anything out of the ground where DGR should be earning good profits within 2 years from their high grade molybdenum deposit.

Everybody has their favourite explorers which they hope turn in producers and I won't argue with anyone who wants to express their opinions because thats what the forums are about.

DGR has been slowly re-rating over the last couple of weeks and it is good to see it consolidate around the 35c mark, with drilling assays due any time now the conclusion of the Australian wide presentation tour and news about the feasibility study and project financing due shortly, should hopefully push forward from here.


I just happen to like DGR more than the rest at the moment also hold large stakes in PNN,UMC,YML that rounds out my holdings for the explorers come producers.

 

[drasicjazz]

Re: DGR - D'aguilar Gold

does anyone knows what happent to DGR today
i couldn t find anything negative today yet we lost 15 %
and ended under the 0.3!!!
(holding) and not selling just