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Gem Diamonds Optimistic On Future As 100-Carat-Plus Finds Increase

14th Mar 2018 10:02

LONDON (Alliance News) - Gem Diamonds Ltd said Wednesday that improvements made during 2017 benefited the company after a difficult 18 months, as it also announced the discovery of another 100-carat-plus diamond from Letseng.

Gem swung to a pretax profit on a statutory basis of USD30.3 million after a USD124.1 million loss in 2016, a year hit by impairments on USD172.9 million compared to none in 2017.

Before exceptional items, pretax profit in 2017 fell to USD37.7 million from USD52.6 million, with revenue increasing to USD214.2 million from USD189.8 million in 2016.

Gem recovered 111,811 carats in diamonds in 2017 compared to 108,206 in 2016. Waste tonnes mined was 29.7 million from 29.8 million, and the average value per carat rose to USD1,930 from USD1,695.

It found seven diamonds in excess of 100 carats during 2017, compared to five in 2016. Gem also announced Wednesday it has already found its seventh 100-carat-plus diamond in 2018.

Gem has recovered a 169 carat top white colour type IIa diamond from Letseng. On Tuesday, Gem announced it had sold the 910 carat 'Lesotho Legend' rock, the fifth biggest ever discovered, for USD40.0 million in Antwerp.

The company is not paying a dividend for 2017, having scrapped it in 2016 after pretax profit fell to less than a third of 2015's total due to a lack of large diamond discoveries and lower diamond prices.

Gem said it remains to committed to returning cash to shareholders, but will only do so when company finances allow it to.

It placed its Ghaghoo diamond mine in Botswana in care and maintenance in February last year, and Gem said Wednesday it has begun the sale process for the mine.

Looking ahead, Gem said it is optimistic for the future after the improved recovery of large diamonds so far in 2018 as well as firm demand.

Chief Executive Clifford Elphick said: "The second half of 2017 saw the company begin to benefit from the operational improvements implemented during the year, with a significant improvement in the recovery of the large diamonds from Letseng. The market for the mine's large, high quality white rough diamonds remained strong over the course of 2017, a trend which has continued into early 2018.

"The focus on enhancing the efficiency of our operations identified a potential of USD20.0 million of annualised and once-off efficiency and cost reduction initiatives at the end of last year. A target has now been set of obtaining USD100.0 million of cash savings by the end of 2021, with an ongoing target of USD30.0 million per year thereafter."

Shares were up 4.3% on Wednesday at a price of 97.00 pence each.


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