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Woulfe Mining Corp WFEMF

Woulfe Mining Corp is a mineral exploration company. It is engaged in the acquisition, exploration and development of mineral properties.


GREY:WFEMF - Post by User

Comment by cult_of_frankon Feb 03, 2015 10:57am
267 Views
Post# 23392191

RE:RE:RE:Conversion

RE:RE:RE:ConversionYes, GG is correct. The best possible turnout for Woulfe shareholders is for the Almonty share price to be as low as possible until conversion and THEN appreciate. Tungger used the example of AII at $1 being equivalent to 9.42 cents of Woulfe (0.0942 conversion rate) and that being a better deal for us. Let me instead give you this example:

Say you have 100,000 shares Woulfe, which at 8 cents is $8000. Almonty is 65 cents (or less) and the merger proceeds and we convert at 0.1231. So we now have 12310 shares of Almonty at 65 cents or again, $8000 ignoring a rounding error (actually $8001.50). Then the share price of Almonty appreciates to $1. Now we have $12,310. 

If instead, Almonty goes to $1 now, our 100,000 shares are converted at 0.0942 into $9420. Yes, that is getting 9.4 cents per share instead of 8, but you're paying a premium for the new shares which leaves you short $2890 or 23% of what you would've had if Almonty's share price hadn't risen to the high end of the range. And of course, if WOF was able to get the financing to successfully refurb this mine on their own and was able to do it successfully, then the NPV would in theory be a sort of 'book value' for the share price. Usually, stocks trade at multiples of book and based on earnings, so instead of 8 cents/share you'd be seeing north of 30 cents/share and your 100,000 shares would be worth over $30k.

So asking to fold our shares over to Almonty at less than 1/3 of a sort of bottom price of future production is asking way too much, in my opinion. If they want to keep control of their company then fine, issue some voting and some non-voting shares. If they issues one voting and one non-voting at the rates prescribed above, that would still give us a say in the company, still give them control, and would give us 16 cents/share which I think many here would be onboard with in order to join a company with the capabilities and credentials of AII. Like most here, I think the merger is a great idea at the wrong price. 

Unless the deal is fixed, I'm voting against.
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