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Coniagas Battery Metals Inc. T.COS


Primary Symbol: V.COS Alternate Symbol(s):  CNBMF

Coniagas Battery Metals Inc. is a Canada-based exploration and mining company. The Company is focused on nickel, copper, and cobalt in northern Quebec. It is advancing Graal Nickel & Copper Project. The Graal Nickel & Copper Project (the Property) is located in the north of Saguenay Lac St-Jean region. It is comprised of 110 map-designed claims covering 6,113 hectares. The Property is also located at 190 kilometers (km) north from the seaport terminal of Grande-Anse (Saguenay).


TSXV:COS - Post by User

Comment by goldmansuckson Mar 29, 2014 11:49am
247 Views
Post# 22385563

RE:Reply from IR dept re CAPEX

RE:Reply from IR dept re CAPEXThanks for doing the digging with IR. It is always interesting to see who is actually in charge of an operation- the stakeholders (managers) or the shareholders (owners). In other words, do the managers consider cash flows to be theirs to spend at the expense of the shareholders? The jury is out here but I suspect there is some of that at play here. Particularly if they have a large internal projects team that have to justify their existence by building things at shareholder expense. The beast must be fed. With the major projects wrapping up, I suspect this is the case. The right answer is to downsize this group. So we have a good test case here to see how much management influence COS has at Syncrude. If they fail at winding back the planned 2016-2018 capital, they run the risk of butting up against their self imposed debt ceiling unless the oil price and exchange rate bails them out (which I assume it will) or they cut the dividend. Either way, the pet projects at Syncrude need to stop.
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