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First Uranium Corporation T.FIU



TSX:FIU - Post by User

Comment by Critical_Masson Mar 04, 2012 11:14am
255 Views
Post# 19623901

RE: RE: Critical Mass - Your Opinion Please

RE: RE: Critical Mass - Your Opinion Please

I'd like to sue them as well, although that is premature I think. Right now it is just complete incompetence. 

What happens after depends.  I have no idea what a stock will do on a day to day basis, however, it is my belief that the value is there and overtime undervalued stocks will reflect this sooner or later. 

If both deals are voted down, all we have to do to be profitable is just shut EZ.  Not one more drop of money goes down that sink of a shaft if they can't be cash flow positive overall with MWS.  With just MWS, we a are quite profitable, and can sit back not worrying about needing more cash every quarter. 

As a stand alone company of just MWS we are worth more even including the remaining debt.  Then we can sell EZ to whoever or negotiate a better deal at our leisure. Gold one and AGA will not steal it from under us!!!  I think taking my chances is better then this insultingly low offer.  They have already fired half the workers at Ez anyway, so this is in process.  We would be giving this thing away at the cusp of actually seeing this pig make a dime after all our pain.  I cannot stomach that.!

Further Gold One and AGA, have to pay way more if we say no.  Village, aka merged simmers, AGA, and Franco Nevada also get diluted as well as us and lose a lot of influence and increases the odds of getting an outside bid. And I do believe this is a first offer as well.  However, we don't have one now, and this is likely just the first round.  We have to consider our best alternative to a negotiated settlement here, as in any negotiation.  And the more I think of it.  I.e. saying no and diluting, is much preferable to taking their 20-25c, when all is said and done, insultingly low-ball offer.  The value is there even with dilution at 20c to get at least .38 c that based on a still low value of 100m for Ez and RBC nav of 443m for MWS.  That's worst case to me.  I personally think there is much upside to both of thse.  And as AGA so generously pointed out in their news release MWS can be expanded again with another profitable gold module.

Regarding the shareholder list.  Every shareholder has a right to go into their offices and request one. Its that simple. There is some cost involved.  I believe around $1000.  It should be easy enough to call them at least and find out.  Amongst us a small price in my opinion. At least that was my experience with HRG, a company that got into similar liquidity trouble when finishing its new mines and they were trying to get them running properly.  They had to dilute and sell out 50% to a Russian steel company.  At 20c.  Severstal.  The stock went from a high of 3.50 to .04c.  Before they then tried to consolidate the rest at 18c.  Then 22c and 30c.  They had a complete bs fairness opinion from their paid brokers like we will surely get as well. Minorities organized and rejected all these deal.  Today the stock is at 1.35.  And very profitable and still undervalued as Severstal, now Nordgold, continue to want to consolidate it.  I see many of the same issues here. And even with dilution we have much upside.  Everyone agrees our assets are worth way more.  They are gold and uranium mines, with millions of proven oz in the ground and long life assets.  With gold poised to move even higher there is ready market for both assets.  We just have not tried to find it because Dion is in the back pocket of AGA, Village, and the bond holders.  Last I checked, I don't believe he even owns a share.  And if he does its negligible.

We need to get the shareholder list.  Prepare a communication to all shareholders stating our opinion that even with dilution this grossly undervalues FIU and should be rejected.  I would love to also call a special meeting to have them replaced as well, but I have no experience with how we would go about that.  We should definitely concurrently look into this as well. It would not surprise me one bit if it turns out many of he high costs are due to fraud, however, we have no evidence at this point.  I would love to send in a forensic accountant as well. But we need a friendly board for that which we do not have.

We should also point them here in our communication as many investors do not have knowledge of our discussions here or what to do.

This is just the first stage.  Together we can still do a lot.

We also need to see how many shares we have to see where we are in getting our blocking position.

I'll start that in my next post.

Any volunteers to contact their offices and report back on the cost or what we need to do to get the list?  I am not %100 sure as whoever did this in the HRG case I mentioned and just reported on the board. However I have no reason to doubt it.  If it is 1000 and we each pitch in 50 bucks or something we can split it?

 

 

 

 

 

 

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