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49 North Resources Inc V.FNR

Alternate Symbol(s):  FNINF

49 North Resources Inc. is a resource investment, financial, and managerial advisory company. The Company’s principal businesses include investing in a diversified portfolio of common shares and other securities of resource issuers including, without limitation, resource issuers engaged in mineral or oil and gas exploration and development, with a view to achieving capital appreciation of the portfolio. It invests in all sectors of mineral exploration as well as oil and gas exploration and production around the globe. The Company’s portfolio is comprised of investments that are predominantly Saskatchewan focused on private and public resource issues at various stages of development. Individual projects range from grass roots exploration to near feasibility in the minerals sector and early-stage production of hydrocarbons.


TSXV:FNR - Post by User

Bullboard Posts
Post by ipanemaon Oct 30, 2012 4:56pm
276 Views
Post# 20541461

Allstar

Allstar

It's difficult to analyse exactly how profitable this deal is for FNR as the Allatar financials are not available. However from the consolidated finacials for FNR and earlier press releases we can confirm the following. At June 30th, 2012 Allstar bank debt was $9,852,000, on February 8th 2012, FNR bought the remaining 10.5% of Allstar that it didn't own at the time for $1,250,000 by issuing 288,462 FNR shares at $3.25 each plus cash and a short term Promissory Note for the balance. The investment at cost in FNRs boks at June 30th was $4,731,004.

Allstar has retained its remaining assets at Riverside and Red Pheasant perhaps some of you oil boys, I'm not one, could speculate on what they might conservatively be worth today. With that figure the only missing piece to the jigsaw puzzel would be the value of the liabilities described as "working interest holders" which will be paid out. Just for academic purposes if they were to amount to say $3 million then Allstar, broadly speaking, would be worth the value of the Riverside and Red Pheasant assets, let me guess at $20 million, plus $20 million cash less $9,852,000 less $4 milllion, totalling $26 million at a cost of $4.7 million.

Are my numbers pie in the sky or not far off? Informed readers please advise. GLTA. 

 

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