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First Au Ltd V.FAU.H


Primary Symbol: FRSAF

First AU Limited is an Australia-based advanced gold and base metals exploration company. The principal activity of the Company is exploration for gold and other metals in its interests in mining tenements located in Western Australia and Victoria. It is engaged in pursuing exploration programs at its Victorian Goldfields Project in East Gippsland and its 100% owned Gimlet Gold project near Kalgoorlie. The Victorian Gold Project is located in the Gippsland region, which is in the historic mining area of Swifts Creek and is focused on the Haunted Stream and Snowstorm Projects. The flagship Haunted Stream Project is located in East Gippsland Victoria (340 kilometers (km) South East of Melbourne). The Company’s Gimlet Gold Project is located approximately 15 km northwest of Kalgoorlie, Western Australia EL26/174 and application M26/849 -9.6 square kilometers. The Snowstorm Prospect is located within the historic Swifts Creek Goldfields in the East Gippsland region.


OTCPK:FRSAF - Post by User

Bullboard Posts
Comment by Gaberlunzieon Feb 18, 2012 2:01pm
270 Views
Post# 19554175

RE: RE: RE: Mining Analyst's Pick

RE: RE: RE: Mining Analyst's Pick

I beieve you have t figured the financial situation about right - given some guessing. Perhaps I overlooked it before but the latest 43-101 report contains assays from the tailings that I dont recall seeing before. These results show several holes have been drilled into the lower part of the old tailings pond and that assays are around 12 grams gold per ton. This is much higher than the other samples, all of which come from the top half. This suggests the tailings operaton, if it ever gets going!, could be more profitable than forecast.

One point - I believe you are wrong about Sprott losing out if the operation goes belly up. Sprott will be both a large shareholder and major creditor. If pinch comes to shove and FAU falls over the brink, Sprott will be able to run FAU. They can then pay off the creditors, including themselves, in stock and reverse split the shares. If this happens, Sprott would finish up with full control for $7.5 million, less whatever was paid off. If the operation pays off, Sprott gets its cash back plus a pile of shares in a paying outfit. They got themselves a good deal either way and one inwhicdh we cannot share.

 

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Bullboard Posts