Kibush Capital Corp. (DLCR)

[StocksGoneWild]

Bro, yes! Put this on...

I'm not really a timber guy, but I guess I can put my Paul Bunyan hat on while researching and learning more about DLCR timber operations.

The lumber/timber industry is white hot right now, and you're about to be a "timber guy" for life here shortly when DLCR runs through the roof, and it's going to happen soon, but you obviously already know that.

Well done on this phone call Stervc...you got a ton of valuable information that I really appreciate having, and I agree with this valuation, thank you!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=156366974

Most people probably don't know too much about sawmills, or do they give a shit, but I'm actually into this kind of stuff, and have been researching mills for a couple of years because I plan on getting one for myself next year...when I talked to Mr. Sheppard a majority of our conversation was about equipment, labor and logistics...

He told me that they had four Lucas Mills that are operational. He then said that they were good, but that they are going to be getting fairly soon some new mills that are much better and process the timber much faster.

We discussed this as well. I saw that same tweet about having 4 Lucas mills out in the PNG bush, and it totally activated my almonds...



Lucas Mills are hands down, no contest the best choice for this type of logging/processing. These dudes are out working in very remote areas. There is no electricity or any other utilities so the logistics are pretty intense, however, after speaking with Mr. Sheppard I am very confident that he knows exactly what he is doing and exactly how to do it. He has actually been in this arena for large portion of his life, and has established the right relationships with the govt. of Papua New Guinea(PNG) and more importantly, the local people that he has been working with for years...this piece is critical because no one could pull off projects like these without the right contacts within the PNG govt, but most importantly strong relationships with the locals(his workers) and the land owners.

Here's what a Lucas mill looks like...anyone that likes sawmills wants one badly...they are made in Australia, and designed specifically for this kind of work. Australians are kinda like the swiss, very utilitarian, when they make stuff they find clever ways to simplify things, and that's exactly what they did when they produced the Lucas mill...watch this video, it's an older video, but it'll give you a good idea of why they are primo choice for Kibush...portability, reliability, accuracy...

Here is a newer video...these mills can be operated by a single person, and can produce over 5000 board feet in a day, more with 2 people, a sawyer and someone to pump the lumber off the mill could produce even more in a day. Having 4 of these Lucas mills out there is no joke. He'll be stuffing containers full of custom cut timber daily.

The alternative to a portable Lucas mill is a bandsaw mill...there is no comparison imo. Bandsaw blades are expensive, and need sharpened every 300 board feet or so. Sharpening them is a huge pain in the ass as they have literally hundreds of teeth and it takes a lot of downtime to switch them out. Also, bandsaw mills are limited to to the size of logs they can process...longer logs need to be cut shorter so they can fit onto bandsaw mills, and you need large equipment to move the smaller sections onto a bandsaw mill, then you need to turn the log as you cut them with bandsaw mills which requires more equipment or manpower. The Lucas mills can handle pretty much any sized logs, and sharpening the large round blades literally only takes less than 2 minutes. The blades only have 5 carbide tipped teeth, and can cut straight wood with only 2 teeth. Imagine how much more efficient it is to process big logs right where they are cut instead of having them picked up with big equipment, loaded onto trucks, and then driven miles to a mill for processing, when with a Lucas mill, they can cut/process any sized log into any sized custom boards right there on the spot. Trust me bro, Lucas mills is where it's at, and is just one of the reasons why I am convinced that Mr Sheppard is pro-tier and knows exactly what he is doing...

Here is a picture of 3 of the Kibushes 4 Lucas mills...took it from the company website, and you can also see them in the IBOX...



He also mentioned that he is working on getting 2 more mills, and said that the 2 new mills would outproduce the 4 Lucas mills. He said that these new mills will have more assistance/automation and be much more efficient. I didn't get any other details about them, but they must be pretty bitch'n if they're going to out pace 4 Lucas mills.

I do think I know what kind of mills he is talking about getting...They are made in New Zealand by Turbosawmill the "warrior" or the "Gladiator"...they're new, they started producing them in 2013. They work just like a Lucas mill with their tilting blades, very portable, more power(40hp Kubota diesel engine) as opposed to the 22hp on the Lucas, The Turbo saw comes with upto a "12 blade where a "10 blade is the largest you can get with the Lucas, and even the most uneducated inexperienced PNG villager can operate them...It's actually the mill I want. IMO the warrior is the only easily portable mill I know of that can out produce a Lucas mill...

Here's a video of a Turbosaw Warrior:

Here are some videos of locals in Papua New Guinea(PNG) Using automated Torbosaws:

I'm not 100% sure that the Turbosaws will be his 2 new mills, but I'm pretty sure, we'll see. But I do know this, If Mr Sheppard will have 2 new mills that outproduce 4 Lucas mills he will be stuffing shipping containers full of exotic hardwoods like Tuan and Kwilla on a daily basis.

That was a big get you got with the 25%-40% margins...here is a little piece that we discussed that will compliment that info. From biggest expense to least, this is how he broke it down:

Equipment: For projects like this you need excavators, dozers, graders, pickers, big truck/trailers, mills, and other big equipment, he's got it.

Fuel: On PNG its more expensive, it's remote, and fuel prices are twice the cost getting it out into the jungle.

People/workers: In PNG the minimum wage is 3.20 Kina an hour...that's about .92 cents an hour $US. Could you imagine the literal army of workers you could afford to hire for .92 cents an hour?





Also, something else to keep an eye on is lumber prices. I used to trade commodities long ago, and my 3 favorites to trade were Random Length Lumber (LB.1), Rough Rice, and Orange Juice. Still to this day I check the prices of all 3 maybe once a week, and now that I'm in DLCR, I'll be checking lumber 4-5 times a day lol. Right now Lumber is through the roof. It was on a tear until Covid-19 hit in late feb and it plummeted, but it has already regained most it's ground back, and I think by the end of this year Lumber will be seeing ALL TIME new highs so don't be surprised when you start seeing tweets about $650 a cubic meter go to $750 or even $850...the price of wood is going UP.





This last tweet has me on the edge of my seat waiting to see what this new acquisition will be.



PNG has been the "GO ZONE" for exotic hardwoods for decades. Most of it ends up in China or India. More than 40% of the country is covered in mature forest. I think it's like 50% of their GDP...no better place to be than the PNG when it comes to hardwood lumber. Also, I asked him about his plans for gold which is a huge resource in PNG. He said that his plans were to go after the gold @ the end of the year or early 2021...

Bro, you know me, I've been trading these OTC stocks for almost as long as you have, what 25 years? I know enough about the OTC and lumber to have been able to sniff out some bullshit if I'd of heard it.I was thoroughly impressed with my conversation with Mr. Sheppard, I am convinced that he will pull off all of what he has recently tweeted and PR'd, and then some. He's a big game hunter on a mission, and he definitely has the bandwidth to pull it all off. I'm going long here. Unless something unforeseen changes, I'll be holding all of my DLCR stock for long term capital gains and @ this time next summer I will take those gains and buy me a beautiful used mill just like this one, and the the land I'll need to harvest the trees for my project.

http://turbosawmill.com/second-hand