RE:RE:RE:RE:RE:POG up over $200 per ounce since offer was madecrazytimes wrote: AR SHARE PRICE WOULD BE HIGHER RIGHT NOW WITHOUT THE DEAL IF THEY HEDGED THE OTHER HALF OF PRODUCTION UP HERE! WAAAY MORE TORQUE TO GOLD THAN ALAMOS! Who cares where ar would trade this year. It's next year and the year after!!!!! Once magino is firing on all cylinders and hedges rolled off this is would of been in the dollars. Just look at what the projections are for it to do to alamos numbers in the next couple years and look at alamos market cap. Incredible you can't see it! Just my opinion.
amazing how you are now getting into future sales a year or 2 into the future to value AR
( no other company would value AR right now make an offer on those metrics!!!!! im sorry crazy.. it just not done that way ever by anyone).
EG:
If youe selling your home now and the comps on the market are selling for $100 k and you price yours at $300 k and when someone comes you say well you got to look at what the place will be worth in a few years...LOL.. you think that pitch will work????? on top of that you tell the buyer the place needs a bunch of work, on top of the mortgage they will be getting they have to take on part of your debts and the first year of upside is being reduced because you sold 50% of the profits it off at a 25% discount.Oh i forgot to mention the place has 30% higher overhead than any of the other houses to run.
..but by your argument when you take Alamos price 1 to 2 years forward with the aquisition and the next mine built in Saskatchewan possibly another somewhere else. where do you see that SP ?? also the possiblity of another aquisition or 2.
AR would be a one horse show with no growth for at least 2-3 years due to debt overhang and another masive dilution and the inadvertant reverse split. nevermind unlocking a proper mineplan to get the grades per ton right.and the ASIC down
Alamos is established a better bet for decent profits certainly going forward and they pay a dividend !
when if ever would AR be in a position to pay one of those!
JUST MY OPINION !