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Proactiveinvestors United Kingdom Gemfields http://www.proactiveinvestors.co.uk Proactiveinvestors United Kingdom Gemfields RSS feed en Tue, 22 May 2012 14:32:34 +0100 http://blogs.law.harvard.edu/tech/rss Genera CMS action@proactiveinvestors.com (Proactiveinvestors) action@proactiveinvestors.com (Proactiveinvestors) <![CDATA[News - Gemfields, Plethora Solutions, Silence Therapeutics and Digital Learning Marketplace to present at One2One Forum ]]> http://www.proactiveinvestors.co.uk/companies/news/42383/gemfields-plethora-solutions-silence-therapeutics-and-digital-learning-marketplace-to-present-at-one2one-forum--42383.html Following on from hugely successful presentations in Dublin and Manchester, the Proactive Investors Big Top will be pitched in London on May 10th to showcase four of our very best growth companies.

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Fri, 04 May 2012 17:02:00 +0100 http://www.proactiveinvestors.co.uk/companies/news/42383/gemfields-plethora-solutions-silence-therapeutics-and-digital-learning-marketplace-to-present-at-one2one-forum--42383.html
<![CDATA[News - Gemfields wants emeralds to be a girl’s new best friend ]]> http://www.proactiveinvestors.co.uk/companies/news/42282/gemfields-wants-emeralds-to-be-a-girls-new-best-friend-42282.html Gemfields’ revival has been impressive but the process of restoring emeralds, rubies and sapphires to their former glory has only just begun, according to its boss. 

 

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Wed, 02 May 2012 15:21:00 +0100 http://www.proactiveinvestors.co.uk/companies/news/42282/gemfields-wants-emeralds-to-be-a-girls-new-best-friend-42282.html
<![CDATA[Media files - Gemfields CEO says "this is just the beginning" ]]> http://www.proactiveinvestors.co.uk/companies/stocktube/1094/gemfields-ceo-says-this-is-just-the-beginning-1094.html LON:GEM) tells Proactiveinvestors that the company is delivering on all its targets. Ian believes that he can continue to improve efficiencies from raising production right through to improved cost control. Gemfields is also now well on the way with its first ruby mine with a view to having the first ruby auction this time next year.]]> Thu, 29 Mar 2012 14:48:00 +0100 http://www.proactiveinvestors.co.uk/companies/stocktube/1094/gemfields-ceo-says-this-is-just-the-beginning-1094.html <![CDATA[News - Gemfields price target hiked by JP Morgan Cazenove; retains its overweight recommendation ]]> http://www.proactiveinvestors.co.uk/companies/news/40841/gemfields-price-target-hiked-by-jp-morgan-cazenove-retains-its-overweight-recommendation-40841.html City heavyweight JP Morgan Cazenove has raised its price target for Gemfields (LON:GEM) following the better-than-expected returns from the company’s recent emerald auction.

Repeating its ‘overweight’ recommendation, the broker bumped its valuation up to 44 pence a share from 38 pence previously.

At 11.15 am the stock was changing hands at 35.56 pence, down 0.31 pence. However in the past year it has more than doubled in value.

In a note to clients analyst Alexander Mees said: “Gemfields is consolidating its position as the leading supplier of rough emeralds to the global luxury goods market. 

“As demand intensifies for the gemstone, complemented by increased marketing, we believe the company will deliver significantly enhanced returns.” 

Gemfields raised US$26.2 million in the rough emerald auction it held last week in Singapore, bringing the cumulative total for the financial year so far (which runs to June 30) to US$68.9 million.

Of the 32 companies attending the auction of predominantly medium to higher quality rough emeralds, 29 placed bids. 

It sold 690,000 carats of the 770,000 placed on offer at an average of US$38 per carat.

Gemfields’ recent auction achieved considerably higher returns than we had expected and reinforces our confidence in the long to medium-term sustainability of sales prices above $20 per carat for higher quality gems,” JP Morgan Cazenove’s Mees.

The company's principal asset is the 75 per cent-owned Kagem emerald mine in Zambia, the world's largest emerald mine. 

In addition to the Kagem emerald mine, Gemfields has a 50 per cent interest in the Kariba amethyst mine in Zambia.

It also owns controlling stakes in a highly prospective ruby deposit in Mozambique and licences in Madagascar including ruby, emerald and sapphires deposits.

 

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Wed, 28 Mar 2012 11:28:00 +0100 http://www.proactiveinvestors.co.uk/companies/news/40841/gemfields-price-target-hiked-by-jp-morgan-cazenove-retains-its-overweight-recommendation-40841.html
<![CDATA[News - Rough emeralds sparkle at Gemfields' latest auction ]]> http://www.proactiveinvestors.co.uk/companies/news/40767/rough-emeralds-sparkle-at-gemfields-latest-auction-40767.html Gemfields (LON:GEM) has raised US$26.2 million in the rough emerald auction it held last week in Singapore, the third auction of the current financial year which ends on June 30. In all, the auctions generated US$68.9 million in sales.

Of the 32 companies attending the auction of predominantly medium to higher quality rough emeralds, 29 placed bids. The company sold 0.69 million carats of the 0.77 million placed on offer.

While the Singapore auction of July 2011, which comprised of generally superior quality material overall, yielded US$42.71 per carat, the overall quality characteristics of the emeralds placed on offer at last week's auction were more similar to those offered in the December 2010 auction in Johannesburg.

“The resultant average prices of US$38.25 per carat achieved at the most recent auction thus demonstrates a quality-for-quality increase of some 46 per cent over the 15 month period and provides a clear indication of robust growth in both achievable prices and demand for emeralds in general, and Gemfields ethical emeralds in particular,” the gemstone miner said in a statement.

Gemfields' next auction of predominantly lower quality rough emeralds is scheduled for June 2012 in Jaipur, India.

Chief executive Ian Harebottle said: "Gemfields is delighted to announce another set of very encouraging auction results, testament to the success of our marketing initiatives and the consistency of the emeralds produced at our Kagem mine.“

The company's principal asset is the 75 per cent-owned Kagem emerald mine in Zambia, the world's largest emerald mine.

In addition to the Kagem emerald mine, Gemfields has a 50 per cent interest in the Kariba amethyst mine in Zambia.

It also owns controlling stakes in a highly prospective ruby deposit in Mozambique and licences in Madagascar including ruby, emerald and sapphires deposits.

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Tue, 27 Mar 2012 07:59:00 +0100 http://www.proactiveinvestors.co.uk/companies/news/40767/rough-emeralds-sparkle-at-gemfields-latest-auction-40767.html
<![CDATA[RNS press release - Results - Singapore Rough Emerald Auction ]]> http://www.proactiveinvestors.co.uk/companies/rns/120327gempc119/ Tue, 27 Mar 2012 07:00:00 +0100 http://www.proactiveinvestors.co.uk/companies/rns/120327gempc119/ <![CDATA[News - Gemfields has potential to develop much further, says research house ]]> http://www.proactiveinvestors.co.uk/companies/news/40429/gemfields-has-potential-to-develop-much-further-says-research-house-40429.html Coloured gemstones specialist Gemfields (LON:GEM) is generating strong demand from its innovative emerald marketing strategy, says research house Edison.

Revenue in the current year to date is US$42.6 million (£27 million) with a high-quality auction scheduled for 19-24 March and the probability of a further auction in June. 

Edison adds that the miner’s current focus is to identify resources to support long-term production at its producing Kagem emerald mine together with assessment of both underground exploitation and new open pits. 

But with Gemfields established as a benchmark in emeralds, management is confident it can develop further identified opportunities in the coloured gemstone sector, says Edison.

These include extensive emerald targets in Zambia, Montepeuz, a major ruby deposit in Mozambique  where production is anticipated by year-end, and coloured gem prospects in Madagascar. 

Other interests and prospects are constantly under review said the research house.

Edison values Gemfields at 38p, based on an NPV 10 per cent on emerald production and price projections from current operations, but says there is considerable upside potential from any potential new developments.  

For the first half of the current year, underlying earnings were US$32.2m with cash at US$32.4m and an at-cost inventory of US$22m. 

For the full year to June, Edison is projecting revenues of US $77.5 million, profits of US$40.6 million and earnings of 6.2p. 

Shares rose 1 per cent to 35.6 pence.

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Mon, 19 Mar 2012 12:42:00 +0000 http://www.proactiveinvestors.co.uk/companies/news/40429/gemfields-has-potential-to-develop-much-further-says-research-house-40429.html
<![CDATA[RNS press release - Holdings in Company ]]> http://www.proactiveinvestors.co.uk/companies/rns/120313gempcb76/ Tue, 13 Mar 2012 07:00:00 +0000 http://www.proactiveinvestors.co.uk/companies/rns/120313gempcb76/ <![CDATA[News - Gemfields lays foundations for a record year, says JP Morgan Cazenove ]]> http://www.proactiveinvestors.co.uk/companies/news/39829/gemfields-lays-foundations-for-a-record-year-says-jp-morgan-cazenove-39829.html Coloured stones specialist Gemfields has laid the foundations for a record year, JP Morgan Cazenove said today. Analyst Alexander Mees said he expected a “significant uplift” in production at the Kagem emerald mine in Zambia now a waste movement programme has been completed.

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Tue, 06 Mar 2012 11:13:00 +0000 http://www.proactiveinvestors.co.uk/companies/news/39829/gemfields-lays-foundations-for-a-record-year-says-jp-morgan-cazenove-39829.html
<![CDATA[News - Gemfields to focus on improving volumes in coming months; posts robust first half ]]> http://www.proactiveinvestors.co.uk/companies/news/39759/gemfields-to-focus-on-improving-volumes-in-coming-months-posts-robust-first-half-39759.html Gemfields (LON:GEM) will focus on improving gemstone production volumes in coming months, the company said, as it unveiled "pleasing" half year results.

Efficiency measures continue at its Kagem mine in Zambia, targeting
higher grade areas and reducing operating costs, it said.

There is increasing demand for the firm's products, which is likely to continue for the near to medium term.

Meanwhile, the completed purchase of a controlling stake in a ruby deposit in Mozambique offers exciting prospects for the firm to broaden its global footprint, it told investors.

For the six months to December 31 last year, Gemfields said revenue from rough and finished emerald sales was up by 57 per cent to US$45.7 million compared to US$29.1 million in 2010.
  
EBITDA (earnings before interest, tax, depreciation and amortisation)was up by 107 per cent to US$32.2 million.

As at year-end, the firm had cash of US$32.4 million, compared to US$15.5 million a year earlier.

"Gemfields has once again delivered pleasing results in the first half of this new financial year," said chairman Graham Mascall in the statement.

"The results justify our expectations for the continued growth and success of the company and the coloured gemstone sector as a whole.

"The sector has been undercapitalised and undervalued for some time and Gemfields believes it is now poised for a period of dynamic growth."

CEO Ian Harebottle added: "Gemfields has once again enjoyed a financially robust first half with increasing demand, solid financial controls and improving operating efficiencies underpinning gratifying margins."

Since the beginning of 2012, key developments for the firm have included the acquisition of a 75 per cent stake in the ruby deposit in the Montepuez district of the Cabo Delgado province in Mozambique.

In addition, diamond drilling and bulk sampling have been carried out in key targets within the Kagem licence area.

Two auctions of rough emerald and beryl are scheduled prior to the end of the financial year, added the company, while the next emerald auction will be held in Singapore from March 19 - 24 this year.

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Mon, 05 Mar 2012 08:05:00 +0000 http://www.proactiveinvestors.co.uk/companies/news/39759/gemfields-to-focus-on-improving-volumes-in-coming-months-posts-robust-first-half-39759.html
<![CDATA[RNS press release - Interim Results for the 6 months ending 31 Dec 11 ]]> http://www.proactiveinvestors.co.uk/companies/rns/120305gemp9a69/ Mon, 05 Mar 2012 07:00:00 +0000 http://www.proactiveinvestors.co.uk/companies/rns/120305gemp9a69/ <![CDATA[News - Gemfields update marks a period of transition that should improve production ]]> http://www.proactiveinvestors.co.uk/companies/news/39657/gemfields-update-marks-a-period-of-transition-that-should-improve-production-39657.html Gemfields said its performance in the three months to December 31 marked a period of transition which should improve production in the medium-term.

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Thu, 01 Mar 2012 07:38:00 +0000 http://www.proactiveinvestors.co.uk/companies/news/39657/gemfields-update-marks-a-period-of-transition-that-should-improve-production-39657.html
<![CDATA[RNS press release - 2nd Quarter Update ]]> http://www.proactiveinvestors.co.uk/companies/rns/120301gemp747f/ Thu, 01 Mar 2012 07:00:00 +0000 http://www.proactiveinvestors.co.uk/companies/rns/120301gemp747f/ <![CDATA[News - Gemfields completes ruby acquisition in Mozambique ]]> http://www.proactiveinvestors.co.uk/companies/news/39457/gemfields-completes-ruby-acquisition-in-mozambique-39457.html  

Gemfields (LON:GEM) said today it expects first production from its newly acquired ruby deposit in Mozambique later this year.

The company has completed its acquisition of a controlling interest of the deposit based in the Montepuez district of the Cabo Delgado province.

The licences for a period of 25 years were formally issued by the Mozambican government on 23 February to a new company, Montepuez Ruby Mining Limitada, in which Gemfields holds a 75% interest.

Gemfields said it intends to initiate additional bulk sampling and diamond drilling of the area with first production expected later this year.   

The new project comprises mining and exploration rights covering approximately 34,000 hectares and is believed to be potentially one of the largest ruby concessions in private hands in the world.

Gemfields said that mining had previously taken place on a relatively small and informal scale and activities will now be expanded considerably.

The total consideration payable is US$2.5 million, of which the final stage payment will now be made.

Ian Harebottle, Gemfields chief executive, said: "This is a particularly exciting development for Gemfields and we're thrilled to add rubies to our emerald and amethyst portfolio.

“A project team is already on site, assorted items of capital equipment have arrived and more are on the way. We will now initiate additional bulk sampling and diamond drilling of the area and expect our first production later this year."

Shares added 0.5p to 23.9p.

 

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Mon, 27 Feb 2012 09:24:00 +0000 http://www.proactiveinvestors.co.uk/companies/news/39457/gemfields-completes-ruby-acquisition-in-mozambique-39457.html
<![CDATA[RNS press release - Issuance of Mozambique ruby licences ]]> http://www.proactiveinvestors.co.uk/companies/rns/120227gempc9a2/ Mon, 27 Feb 2012 07:00:00 +0000 http://www.proactiveinvestors.co.uk/companies/rns/120227gempc9a2/ <![CDATA[News - Gemfields backed by City heavyweight JP Morgan Cazenove, which initiates coverage with an 'overweight' rating ]]> http://www.proactiveinvestors.co.uk/companies/news/39409/gemfields-backed-by-city-heavyweight-jp-morgan-cazenove-which-initiates-coverage-with-an-overweight-rating-39409.html City heavyweight JP MorganCazenove initiated coverage of Gemfields today with an overweight recommendation and a 38 pence-a-share price target.

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Fri, 24 Feb 2012 13:31:00 +0000 http://www.proactiveinvestors.co.uk/companies/news/39409/gemfields-backed-by-city-heavyweight-jp-morgan-cazenove-which-initiates-coverage-with-an-overweight-rating-39409.html
<![CDATA[Broker press ]]> Fri, 24 Feb 2012 00:00:00 +0000 <![CDATA[RNS press release - Holding(s) in Company ]]> http://www.proactiveinvestors.co.uk/companies/rns/120216gemp43d2/ Thu, 16 Feb 2012 16:39:00 +0000 http://www.proactiveinvestors.co.uk/companies/rns/120216gemp43d2/ <![CDATA[RNS press release - Holding(s) in Company ]]> http://www.proactiveinvestors.co.uk/companies/rns/120213gempe418/ Mon, 13 Feb 2012 12:45:00 +0000 http://www.proactiveinvestors.co.uk/companies/rns/120213gempe418/ <![CDATA[RNS press release - Blocklisting - Interim Review ]]> http://www.proactiveinvestors.co.uk/companies/rns/120126gemp1a8c/ Thu, 26 Jan 2012 13:02:00 +0000 http://www.proactiveinvestors.co.uk/companies/rns/120126gemp1a8c/