Klondex Mines / KDX, KLDX (TSX, NYSE)

1. Chart „Bullish“
Obgleich ein Chart lediglich eine Komponente ist, dieser hier ist mehr als gut: (Sky is open)
http://www.stockta.com/cgi-bin…KDX.C&cobrand=&mode=stock

2. Rating „Strong Buy“
Im wichtigen aktuellen Rating von Zacks ist KDX eine der wenigen mit 5 Stars (neben Franco Nevada zB. als einzigem Senior, mhhhhh...)
http://investdb.theglobeandmai…m_10=T&pi_param_11=Common

3. Teamverstärkung
PR vom 14.01.: http://www.stockwatch.com/News…37963&symbol=KDX&region=C
„KLONDEX MINES CONTINUES TO STRENGTHEN NEVADA OPERATIONS TEAM; KLONDEX TO EXHIBIT AND PRESENT AT THE VANCOUVER RESOURCE SHOW
Klondex Mines Ltd. has made additions to the Klondex team....“

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Edel

Inmitten eines Artikels zu Gold und Märkten dies mit einem Chartvergleich KDX vs NYSE Arca Gold Miners Index :

„Klondex Mines, the Nevada based high-grade producer that recently purchased Newmont’s Midas mine, was featured in Grant’s Interest Rate Observer this Friday. Pierre Lassonde, the legendary Chairman of Franco-Nevada, commented that Klondex is expected to do 150,000 ounces a year at a very high grade, resulting in one of the lowest costs in the industry. In addition, Lassonde gave a vote of confidence to CEO Paul Huet, who demonstrated an exceptional knowledge of the deposit and the Midas mill while working for him during his tenure at Newmont....“

http://news.goldseek.com/GoldSeek/1389798420.php

Diese Wertschätzung der hoch qualifizierten Fachleute ist sehr erfreulich ..... Eine bessere Referenz kann der sehr gute CEO von KDX sowie KDX nicht bekommen....

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Edel

Von Gewicht sind m.E. die beiden ersten, Jordan Roy-Byrne und Jay Taylor m.E.; Es sind hochkompetente Spezis, die eigene Börsenbriefe bzw. Musterdepots erstellen / nachführen.

Die unabhängige eigene positive Einschätzung hat nicht getrogen, Klondex ist eine der ganz wenigen PM Aktien mit Jahreshochs.

http://www.theaureport.com/pub/co/717#quote

„..Jay Taylor, Gold, Energy & Tech Stocks (1/24/14) "Klondex Mines Ltd. has the high-grade Fire Creek mine in Nevada, and now it has arranged to acquire the Midas mine and mill from Newmont. . .the acquisition of this mill, which has been in use until the present time, not only means that long delays of permitting and construction should be eliminated but also that capital costs should be less in acquiring this mill than building a new one. . .these shares should enjoy significant appreciation as the company continues developing its business plan."

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Edel

Zitat von Neo

...... zwar high grades aber die menge der resource ist ja ziemlich überschaubbar ...erwartest du da erhebliche zuwächse ...?

Voila:
"...Mike Doolin, Klondex general manager, stated: "Our drilling program continues to impress us as we have intersected several new areas of gold and silver mineralization. This continues to support our geologic model that there is a strong likelihood to encounter additional subparallel veins within the east and west zones. Our planned infill and exploration drill programs for 2014 will be expanded in all directions in an effort to increase the current known mineral resources at Fire Creek."

PR vom 13.02.:http://www.stockwatch.com/News…45941&symbol=KDX&region=C

Sähen doch die anderen Depotcharts so aus.....

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Am Kurshöchststand.....
Die Manager von Sentry Investments Fund schätzen besonders die Zusammenarbeit Klondex mit Franco Nevada, was ich zuvor bereits erwähnte, und durch hochgradige Vorkommen besseres Free CF als bei den Seniors. KDX ist einer der erfreulichsten Juniors der letzten Jahre im Depot.

"...The Financial Post reports in its Friday, Feb. 14, edition that Sentry Investments Fund managers Jon Case and Kevin MacLean recommend buying Klondex Mines ($1.91). The Post's Jonathan Ratner writes in the Buy & Sell column that the managers bought Klondex stock in 2014....“

http://www.stockwatch.com/News…46446&symbol=KDX&region=C

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Edel

Globe and Mail hebt in seinem jüngsten Report Klondex hervor. KDX erreicht auf hohem Niveau Jahreshochs und erfreut im Depot besonders neben dem Dickschiff Franco Nevada / FNV, 2 aussergewöhnliche unterschiedliche Aktien.... Die führende Royalty sowie ein kleiner Goldjunior.

„...The Globe and Mail reports in its Friday edition there are deals to be found in the battered junior resources sector today and now is a good time to start selectively hunting for them....

Klondex Mines, an aspiring gold producer with a deposit in the state, is up 50 per cent in the past year even while most gold producers are getting crushed, and Mr. Taylor thinks jurisdiction is one of the unheralded reasons for the performance. Investors expect the mine to be built....“

http://www.stockwatch.com/News…48216&symbol=KDX&region=C

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Edel

Mit 6,42 % Anteil dort 2. schwerste PM Aktie, weit vor Mag Silver, Pretium oder Alamos ....
https://fundresearch.fidelity.…l-funds/summary/911476802

Im Dezember betrug der Anteil noch 3,8 %: Klondex Mines / KDX (TSX)

Dies muß kein Qualitätsmerkmal sein, aber auch ich schätze diesen Zwerg : Sein Anteil im persönlichen Aktiendepot ist zufällig fast ebenso groß mit rd. 6,2 %. Hatte kürzlich den Anteil um 1/3 erhöht.....

Hier einige Einschätzungen aktuell:

„Derek Macpherson, M Partners (4/23/14) "Klondex Mines Ltd. is expected to release the Fire Creek PEA shortly. With significant underground infrastructure in place and a milling solution secured, we expect the economics to be very robust. . .we expect positive results to begin to close the valuation gap with other producing peers."

Jordan Roy-Byrne, The Daily Gold (4/13/14) "Klondex Mines Ltd.'s shares continue to show excellent relative strength; we expect the company to continue its leadership after the next low in gold. The chart shows the next support at $1.70 ...“

http://www.theaureport.com/pub/co/717#quote

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Edel

Im Chartvergleich KDX vs GOLD, HUI und GDXJ. KDX läuft schön an der 150 EMA hoch.

Nachgetragen eine Betrachtung von Cannacord zu Juniors und einigen „beachtenswerten Gesellschaften" :

„...Canaccord Genuity reports an insider trading trend that is predominantly positive for junior gold mining stocks this year. This type of trading underpins confidence that the companies are undervalued. Two noteworthy companies with insider buying are Pilot Gold and Klondex Mines. This week, Pilot Gold reported additional high-grade mineralization intercepts at its Kinsley Mountain project. Klondex announced its entry into a toll milling agreement with a California-based producer, expecting to bring in additional cash flow as well as optimization to its Midas mill utilization. Klondex is also expected to release its Fire Creek Preliminary Economic Assessment shortly, which M-Partners’ analysts expect will show very robust economics and begin to close the company’s valuation gap to its peers....“

„...http://www.silverstrategies.com/story.aspx?local=0&id=46453

Das wichtige Rating von Zacks weiterhin „Strong Buy“, eines der wenigen bei Minen....

http://www.theglobeandmail.com…/stocks/analysts/?q=KDX-T

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Kurze Betrachtung: KDX ist eine der immer seltener werdenden Minen mit hohen Grades, -- 23,3 gpt Gold -- was u.a. die Gewinnungskosten günstig hält. Zudem in der minenfreundlichsten Region weltweit gelegen....

Pay-back in 1/2 Jahr ist m.E. einsamer Bestwert, wozu auch die geringen Kapitalkosten von 49,6 Mio $ beitragen; AISC 636 $ liegt in der Spitzengruppe.

Zusammen mit dem exzellenten Management ist KDX eine seltene kleine Perle, die ich ausgesprochen mag, sie ist wie vorerwähnt nach vorherigem Zukauf Depotschwergewicht..

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Edel

PR vom 24.04..:http://www.klondexmines.com/s/…8974#sthash.QAvxn6X6.dpbs

„Klondex Enters into Toll Milling Agreement with French Gulch

Vancouver, BC -- April 23, 2014 -- Klondex Mines Ltd. (TSX: KDX; OTCQX: KLNDF) announces that its subsidiary, Klondex Midas Operations, today entered into a toll milling agreement with French Gulch Nevada Mining Corp. to process gravity concentrates produced from the Washington Mine at Klondex's Midas mill....

Under the terms of the agreement, gravity concentrates from the Washington Mine, located in French Gulch, California, will be delivered to the Midas Mill for processing. The toll milling agreement is structured so that all dore produced from the concentrate will become the property of Klondex, and Klondex will pay French Gulch the value of the recovered gold minus all toll mill charges...“

Zitat von zwyss

Zudem ausgesprochen hübscher Chart. Das Einzige, was nicht für sofortiges massives Zupacken spricht: Kann bei IB nicht auf Margin gekauft werden....

Jo, zwyss, der Rücksetzer bei ansonsten schönem Chart + prima Fundamentals bewogen zum Zukauf.
Dann vielleicht nicht massiv, sondern behutsam zupacken ?

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Edel

Guter Start beim Karen Vein, erst 2013 entdeckt, mit guten bis sehr guten Bohrproben:

PR vom 5.05.:
„...Klondex Mines Begins Drifting on new Karen Vein at Fire Creek; Average of 74.9 g/t (2.18 opt) Gold over 25 m (82 ft) of Strike Length ....

To date, 25 m (82 ft) of exploration development has been completed along strike of the Karen Vein. The weighted average grade of samples from the Karen Vein is 74.9 g/t (2.18 opt) Au with an average width of 0.5 m (1.5 ft). This information was derived from face samples ranging from 4.6 g/t (0.14 opt) Au to 176.5 g/t (5.1 opt) Au. Channel samples from the Karen Vein, taken north and south of the 5360 access, are summarized and detailed in Table 1.

Brent Kristof, Klondex Mines COO, commented, "This is very encouraging news for Fire Creek because it is further evidence of the asset's considerable potential and a classic example of how additional mineralization is typically discovered during underground development in these epithermal vein systems. These initial results further support our theory that Fire Creek is under drilled. The addition of the Karen Vein provides us additional flexibility to execute the 2014 mine plan...."

http://www.klondexmines.com/s/…1153#sthash.WXfohnm9.dpbs

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Edel

Sehr ausführliche Betrachtung dieses kleinen Juniors. Lege ich mal hier ab ohne nähere Kommentierung.

Der Autor hält KDX für etwas hoch bewertet, dennoch verlockend und für aggressive Goldbullen ein Kauf....

„..Conclusion
Given these points Klondex Mines probably isn't "cheap," but it certainly offers a lot of value relative to its potential upside. Considering that management continues to find zone of high-grade mineralization there is a strong likelihood that we will see more production at Fire Creek than I anticipate even in my more optimistic scenario. Furthermore, I arrived at a valuation of $229 million - $251 million without considering the cash-flow from the company's mining operations at Midas, or its milling agreement with French Gulch.
Given these points, and given the potential I have already outlined in my previous articles I think Klondex continues to be a compelling story that more aggressive gold bulls should buy into...“

http://seekingalpha.com/articl…he-pea-announcement?ifp=0

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Edel

Kein kleiner Fisch für diesen kleinen Junior, der groß im Depot ist als Nr.4, aber die Bedingungen sind i.O. KDX seit Wochen stabil in unruhigem Markt um 2 C$ herum.

„Klondex Mines Ltd. has entered into an agreement with a syndicate of underwriters led by GMP Securities LP, and including RBC Dominion Securities Inc., M Partners Inc., Industrial Alliance Securities Inc., Dundee Securities Ltd. and Mackie Research Capital Corp., which has agreed to purchase, on a bought-deal basis, seven million common shares of the company at a price of $2 per share, for total gross proceeds of $14-million....“

http://www.stockwatch.com/News…93092&symbol=KDX&region=C

KLONDEX MINES REPORTS SECOND QUARTER 2014 OPERATIONAL RESULTS

„Klondex Mines Ltd. is releasing preliminary selected operational results for the company's second quarter ended June 30, 2014. …
Au equivalent ounces recovered 22,239 + 16,052 = 38,291..“

http://www.stockwatch.com/News…94166&symbol=KDX&region=C

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Auffallend der große Verkauf am 26.06., der keine Auswirkungen auf den Kurs hatte, Neo wies kürzlich darauf hin.
Ansonsten zahlreiche Einlösungen von Optionen....

http://www.canadianinsider.com/node/7?menu_tickersearch=kdx

Die Kursentwicklung in ruhigeren Bahnen, aber immer noch gut im Vergleich zu FNV als Senior ud dem GDXJ. Money Flow zunehmend.

Grüsse

Für mich eine kleine Sensation, aber auch Zufriedenheit:

Im ältesten und seriösen Goldfonds der USA, dem USERX, ist Klondex die Nr 1 mit einem Gewicht von 6,58 % !!
Selbst der BlueChip Royal Gold weit dahinter mit 3,14 %.
Im eigenen Depot rangiert KDX an 4.Stelle, immerhin.....

Die hohe Gewichtung verdankt KDX seiner guten Performance, aber das ist halt der Vorteil guter kleiner Goldaktien, diese hier mit einem Spitzenmangement.

http://www.usfunds.com/our-fun…composition/#.U9kt9sw6cUM

Hier äussert sich der Portfolio Manager von Global Investors zu im Interview mit The Gold Report:

„TGR: What companies does the fund have large positions in?

RA: One of the largest positions in the fund is Klondex Mines Ltd. (KDX:TSX; KLNDF: OTCBB). It's up almost 30% year-to-date. This is a great story. Most people haven't woken up to it yet. In 2013, Klondex was up about 28% when the Market Vectors Junior Gold Miners ETF (GDXJ) was down 61%. That's an example of stock performance signaling that something is going on. ...

TGR: About 66% of Klondex is held by institutional shareholders, and about 8% is held by management and insiders. What are your thoughts on that

RA: That's a pretty good mix. We find that when management doesn't own enough shares it seems to deliver mediocre to bad performance relative to companies with management that owns a significant percentage of

TGR: Klondex is targeting free cash flow by the end of the year. Does it get there?

RA: Yes. I don't see any hiccups on that side at all...“

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Edel

Nachgewiesene Goldgehalte, welche den aussergewöhnlich hohen von Pretium entprechen. Sehr selten in Nevada....... Bedeutende Erweiterung der bekannten Infrastruktur.

PR vom 30.07.:http://klondexmines.com/s/news…7138#sthash.YznpDAJT.dpbs

July 30, 2014 - Klondex Mines Ltd. (TSX: KDX; OTCQX: KLNDF) ("Klondex" or the "Company") today announced that the Fire Creek Gold Project's Karen Vein is now accessed from multiple levels, as part of its bulk sampling program. A total of 7,300 tons of mineralized material containing approximately 6,700 Au ounces were extracted during development of the 5360 and 5420 levels of the Karen Vein during 2Q2014. The average mined grade was 31.5 g/t (0.9 opt) Au over an average mining width of 3.0 m (9.9 ft).

The Company developed 97 m (317 ft) along strike on the 5360 level during 2Q2014. The weighted average vein width on this level is 0.8 m (2.6 ft) with an average grade of 117.6 g/t (3.4 opt) Au....“

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Edel

Werden intensiviert. Bisherige Ergebnisse sind mehr als vielversprechend. KDX entwickelt sich immer mehr zu meinem Lieblingszwerg und befindet sich seit einiger Zeit permanent unter den top five im Depot...:

„...Face samples range from 31.6 grams per tonne (g/t) (0.9 ounce per ton) gold (Au) to 395.9 g/t (11.5 ounces per ton) Au. The weighted average grade of samples taken from the Hui Wu vein is 126.9 g/t (3.7 ounces per ton) Au over an average vein width of 1.1 m (3.5 feet)....

Brent Kristof, Klondex Mines chief operating officer, commented: "The Fire Creek team has done an exceptional job continuing the drilling, sampling and mapping program to identify yet another mineralized area. The Hui Wu vein represents another [u]growth opportunity to be targeted during our 2014 and 2015 exploration and development[/u] programs."

PR vom 5.08.: http://www.stockwatch.com/News…99246&symbol=KDX&region=C

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Edel

KDX mit einem höchstklassigen neuen Chairman, dessen vorherige Positionen ein großes Renomme‘ darstellen bei Iamgold, Kaminak, Premier Gold, Northgate, Metallica.....

Klondex hat sich in den letzten Markturbulenzen gut behauptet und dürfte weiterhin gute Performance aufweisen, ist seit längerem Depot Schwergewicht....

PR vom 9.09.:

„...Paul Huet, Klondex's president and chief executive officer, commented: "It is with great joy that we welcome Ritch as Klondex's chairman. His guidance will be a key asset as Klondex continues its growth towards being a significant gold and silver producer..."

http://www.stockwatch.com/News…10687&symbol=KDX&region=C

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Edel