sandgrounder
30 Jul 2015
sandgrounder
30 Jul 2015
GEMD tanking a bit
mcescher
30 Jul 2015
Gem Diamonds fundmentals report With a PE of 8.7x, what are peoples opinions on whether GEMD is good value? I've been researching on here [link]
HPC Follower
10 Jun 2015
GEMD dividend paid today... Nice to see dividends being paid by GEMD, in my case into the account I have with my stockbroker.Personally, I think inflation is bound to start increasing soon, with the USA (much of the cause) likely to start increasing their bank base rate later this year - the UK to follow early to mid 2016 - to try to counter/manage this. This will cause bonds to lose their values and many will try to exit in what will be an illiquid bond market with far more sellers than buyers.As inflation grows and base rates go up, which I suspect will be far more rapidly than most expect, spare cash will start to move to assets of long term value; gold will start to increase in price again but will be starting from quite a high base. Relatively speaking, diamonds, and diamond companies, should then start to do very well financially, especially when demand outstrips supply over the next couple of years.I therefore expect GEMD, FDI, DCP, Paragon & Lucara to do very well over the next 5 years in particular; also CEY, AUE & MIRL for gold.
jonnydurex
03 Jun 2015
agm Look forward to hearing how the agm goes and a boost for the share price? jd
luciano uk
10 May 2015
Valuation I wonder if anyone has a clue on why valuation among precious stone miners is so different from miner to miner.For example GEM 2014 NET was some 11mil £ , and its Market Cap is 340mil £, PE 30.GEMD 2014 NET was about 20mil £, for Market Cap of 195ml£, PE 9.5PRD 2014 NET was 43mil £, Mrt Cap 850mil£ and PE 20Understandably there are many other factors that determine valuation, but to me I seems that UK investors don't have a clue at valuing miners and especially precious stone miners.Also it seems that rough stone producers, are valued higher that polished cut stone producers.I have recently invested in RLD and PRG, these are small miners on the verge of commissioning a new mine, with subsequent ramp up production.I have no doubt that in due time, their sp will be multiples of today price.But given the erratic valuation of UK investors, one as to wonder how these new miners will perceived and what price will be attached to them, once full production will take place.
lambrini girl
01 May 2015
Re: New target 332 WEAK BUY 140..all diags finally lined up for short term bounce..
Techno Trousers
07 Apr 2015
Re: New target 332 Been following this one for some time, and the risk/reward ratio is now at a level where it feels about right to buyso have got in at 138. Interestingly, I see on Stockopedia that the 10day / 3 month volume change is currently @ 109% positive, so it looks as though demand is increasing signifcantly without any price movement so far, and which augurs well.
worsleybird
07 Apr 2015
New target 332 Gem Diamonds Limited Price Target Increased to GBX 332 by Analysts at Panmure Gordon (GEMD)March 31st, 2015 - 0 comments - Filed Under - by Maddie Sorensen Share on StockTwits Gem Diamonds Limited logoGem Diamonds Limited (LON:GEMD) had its price target increased by Panmure Gordon from GBX 256 ($3.81) to GBX 332 ($4.94) in a research report sent to investors on Tuesday morning. The firm currently has a buy rating on the stock.Several other analysts have also recently commented on the stock. Analysts at Citigroup Inc. reiterated a buy rating on shares of Gem Diamonds Limited in a research note on Wednesday, March 18th. Analysts at Charles Stanley upgraded shares of Gem Diamonds Limited to an add rating and set a GBX 233 ($3.47) price target on the stock in a research note on Wednesday, March 18th. Analysts at BMO Capital Markets reiterated a market perform rating and set a GBX 150 ($2.23) price target on shares of Gem Diamonds Limited in a research note on Tuesday, March 17th. Finally, analysts at Liberum Capital reiterated a buy rating and set a GBX 230 ($3.42) price target on shares of Gem Diamonds Limited in a research note on Tuesday, March 17th. Three equities research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company’s stock. The company has an average rating of Buy and a consensus target price of GBX 229.62 ($3.42).Shares of Gem Diamonds Limited (LON:GEMD) opened at 138.2500 on Tuesday. Gem Diamonds Limited has a 52 week low of GBX 135.7500 and a 52 week high of GBX 223.0000. The stock has a 50-day moving average of GBX 149.81 and a 200-day moving average of GBX 168.33. The company’s market cap is £191.07 million.Gem Diamonds Limited is a global diamond producer. The Company focuses primarily on extracting diamonds through the mining of its mineral resources at its operating assets. The Company owns the Letseng mine in Lesotho, as well as the Ghaghoo mine, in development in Botswana. The Letseng mine is engaged in the production of white diamonds.
worsleybird
02 Apr 2015
H2 2015 and onwards De Beers has said in its latest market report that the market for diamond jewellery grew by 3pc last year to $81bn (£54bn). China was the main driver for global growth in the diamond market, with demand increasing by 6pc last year.Philippe Mellier, chief executive of De Beers Group said: "2014 was another strong year for diamond jewellery demand across the world, as we saw continued growth across both mature and quickly developing markets. Retailers are also positive about for 2015 and, while there are some potential headwinds, the stage is set for another good showing across the major consumer markets."According to analysis by De Beers, China, India, the US, Japan and the Persian Gulf account for around 75pc of the entire global market for diamonds."As the number of middle class households in the major consumer markets is set to grow by hundreds of millians in the years ahead, the medium to long term prospects for the dimond industry are also exceptionally strong if the right investments continue to be made across the value chain," said Mr Mellier.
worsleybird
02 Apr 2015
Shares Mag on Gemd 19 Mar '15Shares magazine clear up some misunderstanding in todays issue. Article below. aFTER AN INITIAL rise on full-year results (17 Mar), sellers weighed down share in Gem Diamonds (GEMD) after the market misunderstood data on goods sold from its newly-opened Ghaghoo mine in Botswana. As we flagged in 12 March Play of the Week article, the sale of 10,000-odd carats announced in the full- year results doesn’t give an accurate picture of the true selling price potential for Ghaghoo material. These stones were only recovered from development work in setting up the mine infrastructure, not from the core orebody. We’ll get a more accurate picture from the 30,000 to 40,000 carats to be sold at the next auction in June. The $210 per carat from February’s auction is 20% below the previous year’s mine valuation, but Gem says the reduction is in line with the broader market sell-off during the same period. We remain bullish about Gem’s prospects given the high quality stones recovered from its Letseng mine in Lesotho. The miner reckons diamond prices will start to improve in the second half of 2015. Despite the Ghaghoo disappointment, full-year results exceeded expectation at the earnings level and size of maiden dividend declared. The board has approved a new mine plan which will increase the value of Letseng; it also says lower oil prices are starting to benefit its cost base. ShareS SaYS:q We share the bullish consensus view
worsleybird
02 Apr 2015
Stockopedia on Gemd Small-cap marketIn the small-cap part of the mining sector, Gem Diamonds scores highly in the StockRanks with a ranking of 98. The company has a three month relative strength of 36.5% - strongly outperforming the market. Gem outperforms its peers on many quality metrics. Specifically, the company's ROCE (19.3%) is the 8th highest in the metals and mining industry. Further, Gem's operating margin (34.6%) is 424% higher than the market average (6.6%).These sector-leading qualities can be attributed to the company's business of mining and selling diamonds, which is a specialist, but highly lucrative operation. The company's EBITDA margin was 47% for the six months ended 30 June 2014. This performance was boosted by the company's average selling price per carat mined, which was 58% higher during the first half of this year to $2,747.The average was raised by the firm's discovery of three diamonds greater than 100 carats recovered – a 162.0 carat, a 161.3 carat and a 132.6 carat, achieving a total sales value of US$21.0 million, 14% of first half revenue.
Clarence Beaks
31 Mar 2015
Re: Results I feel like this often on results day! Buy on rumour, sell on fact N0idea 
luciano uk
17 Mar 2015
Re: Results I suppose this is the classical sell on the news reaction, the sp should slowly go back up to 180-200p
N0idea
17 Mar 2015
Re: Results Results looked good to me but the shares are down. Shows what I know
