RGN | Capital Drilling

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MINING | Capital Drilling


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CAPITAL DRILLING

Capitalising on rising exploration spending in the West African market


MINING | Capital Drilling

Capital Drilling Limited provides a full range of drilling and ancillary services, focusing on the African mineral resources market. The London-listed company prides itself on supporting clients through each phase of the mining cycle, from first stage exploration through to production. Capital Drilling’s range of services includes blast hole, delineation, directional, exploration, grade control and underground drilling and it has a fleet of 91 modern rigs that can be mobilised to mine sites across the continent. Since establishing its reputation in Tanzania through its work with AngloGold Ashanti which commenced in 2006 and continues today - the company has secured a steady stream of long-term contracts at Tier 1 operations across Africa, including in Egypt with Centamin and across West Africa with Kinross Gold and Resolute Mining. Underpinning these relationships with blue chip miners is Capital Drilling’s unwavering commitment to safety.


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MINING | Capital Drilling “In each of our many services we have a

This safety-first philosophy was faultlessly

similar philosophy: To do the job safely and

adhered to in 2018, as the company achieved

efficiently,” says Capital Drilling’s business

an unblemished safety record with a record

development manager – West Africa, Chris

zero lost time to injury over the course of the

Hall. “Everybody needs to come home at the

year.

end of the day without injury having provided an industry leading service for the customer.”


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Flourishing financials Capital Drilling also flourished from a financial perspective in 2018, recording a significant increase in both profitability and cash levels. The company exceeded the top end of its revenue guidance, despite a 3% decrease year-on-year to US$116 million.


MINING | Capital Drilling


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“We are seeing a definite upturn in the amount of capital raisings going on and the junior market is certainly starting to show some signs of life where it’s been slack in the last few years. Capital Drilling is well positioned to take advantage of that trend” Chris Hall, business development manager – West Africa


MINING | Capital Drilling


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Earnings before interest, tax, depreciation

The company also declared a full-year

and amortisation (EBITDA) increased 16% to

dividend of 1.5 cents per share, a 25%

$28.3 million in 2018, while net profit after

increase on the 2017 dividend, and pledged

tax (NPAT) rose 48% to $7.7 million and net

to continue its disciplined approach to capital

cash more than doubled to $10.9 million –

management in order to return excess funds

the highest level since Capital Drilling’s listing.

to shareholders through dividends.


MINING | Capital Drilling


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Capital Drilling Rig 84 at Hummingbird Resources mine in Mali

Similar strategic contract growth was

and Burkina Faso. To date, approximately 52

achieved by Capital Drilling last year,

million ounces of gold have been discovered

evidenced by multiple wins with current and

across the sprawling formation.

new customers, along with extensions on major existing long-term mine site contracts.

Wading into West Africa

“We have positioned more rigs in West Africa over the last few years and established entities in various countries in response to

In particular, Capital Drilling placed increasing

increasing demand,” says Hall. “We plan to

focus on expanding into the West African

further expand our fleet to take advantage of

market in 2018. The region has developed

the ongoing activity in the region.

into a thriving mining hub and a world-class centre for exploration in recent years, with

“There are other rigs out in the market,

the largest concentration of exploration

but they tend to be less reliable and not

activity taking place in Africa at 45%.

performing to world class standards, so that is really our focus: to provide customers with

The lion’s share of West African exploration

world class rig maintenance, operation and

work takes place across the richly mineralised safety standards. That will give them accurate Birimian Greenstone Belt, which extends

results quickly and efficiently so they can

through Ghana, Côte d’Ivoire, Guinea, Mali

move on to the next phase of the mine cycle.”


MINING | Capital Drilling


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In 2018, Capital Drilling doubled its rig

Since increasing its presence in West Africa,

fleet in West Africa to 31 and established

Capital Drilling has seen revenue increase

infrastructure, including offices, warehouses,

from 13% in 2017 to 25% of the group’s total

workshops and accommodation, in Mali and

in the second half of 2018. To continue this

Côte d’Ivoire, adding to existing its facilities in

momentum, Hall has been appointed to

Mauritania.

lead business development and customer

Capturing contracts

relations in West Africa.

In Mali, the company was awarded a contract

“In this role, I make myself available to all

extension with Resolute Mining at its Syama

current and potential customers, making sure

Gold Mine and won new contracts with

we keep in contact so Capital Drilling knows

Hummingbird Resources at its Yanfolila Gold

when tenders are coming and is in a position

Mine. In Mauritania, a maintenance contract

to be on the tender list.”

was secured with Kinross Gold at the Tasiast Mine in addition to existing drilling contracts

Hall previously worked for another

and in Côte d’Ivoire, Capital Drilling secured

global drilling company for over 15 years,

work at Sama Resources’ Samapleu Nickel-

spending eight years looking after business

Copper project.

development of the African business, which was largely focused on West Africa.


MINING | Capital Drilling


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“We have acquired more rigs in West Africa over the last few years and established entities in various countries in response to increasing demand” “I have a similar role now with Capital Drilling.

on the strategic and financial progress it

It’s a lot more flexible and I’m able to work on

made in 2018. The thriving West African

a variety of projects in different countries, but

market is set to provide the launchpad for

principally it’s a similar process of managing

further growth this year and beyond.

the key relationships with the customers.”

West African expansion

“We are seeing a definite upturn in the amount of capital raisings going on and the

Looking forward, Hall holds a firm belief that

junior market is certainly starting to show

West Africa will provide the largest regional

some signs of life where it’s been slack in

growth opportunity on the continent and

the last few years. Capital Drilling is well

says the company aims to continue the

positioned to take advantage of that trend.

organic growth process in 2019 in much the same way as last year.

“Our offering is second to none. We are efficient, safe and we have high quality

“We’ve already slated increasing rig numbers

equipment and personnel running that

in at least two West African countries

equipment.

because we see the market growing. We will continue to focus on investing in assets and

“Both the juniors coming to market and the

infrastructure in West Africa and maintaining

majors on-site in West Africa need good

our organic growth in the region.”

quality operations and Capital Drilling will provide that, from exploration through to

After a prolonged four-year downturn,

resource management and production.”

exploration spend across Africa has increased for the last two years, which is a positive sign for Capital Drilling as it looks to consolidate

LSE:CAPD

a j


Published by Anderson Murray Media Ltd

To tell the resource market your story, contact: editorial@resourceglobalnetwork.com

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