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KGL RESOURCES LIMITED Capital/Financing Update 2012

Jul 16, 2012

65179_rns_2012-07-16_017831b1-f7b9-4f84-b688-dd1eaf0d14d0.pdf

Capital/Financing Update

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Kentor Gold Ltd

ACN 082 658 080

17 July 2012

Australian‐based Kentor Gold Limited (ASX: KGL) is entering the ranks of operating gold mining companies in 2012. The Company is progressing a pipeline of advanced projects in Australia and the Kyrgyz Republic.

The Murchison Gold Project in Western Australia ‐scheduled to commence high grade gold mining at the Burnakura plant in mid‐ 2012, with the potential to add gold‐copper production from the neighbouring Gabanintha deposit.

The high grade, very low cost Andash Gold‐Copper Project in the Kyrgyz Republic – development‐ ready, awaiting site access and targeting 2013 to commence production at 70,000 oz gold and 7,400 tonnes copper pa for an initial six years, with high potential for expansion.

The Jervois Copper‐Silver‐Gold Project in the Northern Territory – targeting 2014 start‐up following current studies into developing the high grade copper‐silver resource with potential for gold, magnetite and other base metals.

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Issued capital:

106.2 million ordinary shares

5.8 million unlisted options

Market Capitalisation

10 July 2012: $80 million

Kentor completes successful Placement and announces Rights Issue

Kentor Gold Limited (“Kentor” or the “Company”) (ASX:KGL) is pleased to announce the successful completion of a placement of 10.0 million new shares at $0.62 cents per share to raise gross proceeds of A$6.2 million.

The placement price represented a 17.7% discount to the 5 day VWAP of $0.754 cents per share.

In conjunction with the placement, Kentor is pleased to announce a 5 for 17 non-renounceable rights issue to raise $20.5 million, providing the Company’s existing shareholders with the opportunity to participate in the capital raising. The placement shares are also eligible to participate in the Rights Issue.

As part of the capital raising, Kentor has entered into an underwriting agreement with KMP Investments Pte Ltd (KMP), a substantial shareholder of the Company, under which KMP has agreed to subscribe for New Shares which are not taken up by Eligible Shareholders as part of the Rights Issue.

In addition to taking up its entitlement of $4.1 million, KMP has agreed to subscribe for up to approximately 8.3 million New Shares at $0.60 per Share amounting to approximately $5 million from any Rights Issue Shortfall.

KMP has been a long term investor in KGL and is the largest shareholder of the Company. More details on KMP are provided at the end of the announcement.

Table 1 on page 3 details KMP’s ultimate shareholding in the Company under a range of scenarios

The funds from the placement and the rights issue will be predominantly used to further the development and exploration activities at the Murchison Gold Project in Western Australia, which is expected to pour first gold at the end of this month. The funds will also be used for further exploration work and feasibility study at the Jervois Copper and Base Metals Project in the Northern Territory.

Helmsec Global Capital Limited and RBS Morgans Corporate Limited are acting as Joint Lead Managers for the placement and rights issue.

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Kentor Gold Limited

www.kentorgold.com.au

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The principle terms of the non-renounceable rights issue are as follows:

  • Five (5) new fully paid ordinary shares for every seventeen (17) shares held;

  • Issue price of $0.60 cents per share, representing a 20.4% discount to the 5 day VWAP of $0.754 cents and a 15.2% discount to the fully diluted Theoretical Ex Rights Price of $0.707;

  • A top-up facility will be available allowing eligible shareholders to apply for additional shares over and above their entitlements; and

  • If fully subscribed, the rights issue will raise gross proceeds of approximately A$20.5 million.

Detailed information regarding the rights issue will be sent to shareholders in accordance with the timetable in table 2.

Kentor Managing Director Simon Milroy said:

“We are pleased to have achieved this capital raising in difficult market conditions. We are also buoyed by the continued strong support from the Company’s major shareholder, KMP.

The proceeds from the Capital Raising will allow Kentor to expand the Murchison gold operations, which is expected to significantly reduce operating costs thus delivering strong cashflows to Kentor.”

For further information, visit the Kentor website at www.kentorgold.com.au or contact:

Mr Simon Milroy Managing Director Phone: (07) 3071 9003 Email: [email protected]

Mr David Waterhouse Investor Relations Ph (03) 9670 5008 [email protected]

Page 2 of 4

17 July 2012

Kentor Gold Limited

www.kentorgold.com.au

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About the Salim Group

KMP is a subsidiary of the Salim Group, which is Indonesia’s largest conglomerate. The group is a diverse transnational enterprise covering the areas of:

  • (a) agriculture, food, automobile manufacturing, the building materials industry, chemical, banking and financial services;

  • (b) resorts and hotels;

  • (c) real estate and industrial parks, resources and international trade, distribution and retail; and

  • (d) communications and media, charitable and public welfare.

Salim Group has its base in Indonesia and its investments are spread over South East Asia, Hong Kong, North America and Australia.

Table 1. Ownership Scenarios

KMP’s % Interest in the
Company
Current shareholding 14.67%
Shareholding following the
Placement
19.9%
Shareholding if Eligible
Shareholders Entitlement take up
is:
100% 19.9 %
75% 24.5%
50% 25.4%
25% 27.7%
0% 29.1%

Page 3 of 4

17 July 2012

Kentor Gold Limited

www.kentorgold.com.au

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Table 2. Key Dates

The indicative timetable for the Placement and the Rights Issue is as follows:

Event Date
Placement announced Tuesday 17 July 2012
Announcement of Rights Issue, Offer Document, ASX Appendix 3B and Cleansing Tuesday 17 July 2012
Notice lodged with ASX
Notify option holders of requirement to exercise option to take part in Rights Issue Tuesday 17 July 2012
Notice sent to Shareholders containing ASX Appendix 3B details, indicative Wednesday, 18 July 2012
timetable
Shares commence trading ex-Rights Thursday, 19 July 2012
Placement funds available Monday 23 July 2012
Record Date for the Rights Issue Wednesday, 25 July 2012
Opening Date for the Rights Issue Friday, 27 July 2012
Mailing of Entitlement and Acceptance Form to Eligible Shareholders Friday, 27 July 2012
Closing Date for the Rights Issue Monday, 13 August 2012
Shares quoted on a deferred settlement basis Tuesday, 14 August 2012
ASX notified of under-subscriptions Thursday, 16 August 2012
Issue and allotment of the New Shares for which valid applications have been Tuesday, 21 August 2012
received and accepted by KGL
Dispatch of holding statements Tuesday, 21 August 2012
Last day of deferred settlement trading of New Shares under the Rights Issue Tuesday, 21 August 2012
Normal trading of New Shares on ASX expected to commence Wednesday, 22 August 2012
  • Dates and times are indicative only and are subject to the Listing Rules. Dates are subject to change at KGL's absolute discretion.

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17 July 2012