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Evolve Canadian Aggregate Bond Enhanced Yld Fd ETF V.AGG


Primary Symbol: T.AGG



TSX:AGG - Post by User

Comment by jdn55on Jun 04, 2015 1:38pm
89 Views
Post# 23797464

RE:RE:RE:Nobody excited about this NR?

RE:RE:RE:Nobody excited about this NR?This is a very interesting and good NR. Personally my guess on scaled down CAPEX requirement will be $10MM - $15MM. Assuming an AISC of $750 per oz, 20K oz per year production will provide cash flow of approx. $9MM per year assuming $1200 oz POG. Say $8MM after the Mali gov't get's their cut. If we get a kicker for nugget effect (I know there are skeptics out there on this despite what the hard data shows) they could easily cash flow $10MM+ per year. These aren't big numbers but A. It should allow them to easily finance the increase in production to stage 2 50K+ oz per year production, through cash flow and some additional debt financing ( my guess is additional CAPEX requirement to get to stage 2 will be $15MM - $25MM) B. Drill and increase the reserves and resource (a reserve of 1.5MM - 2MM oz and resource of 5MM oz would easily support a longer term annual production of 250K+ oz per year which would equate to cash flow of $100MM+ per year). Hopefully they'll be able to raise a big chunk of the initial CAPEX financing requirement through debt thereby minimizing future equity requirements. My gut tells me we're going to have some surprises of the good type when the FS get's released. Here's hoping the market eventually wakes up to Kobada's potential. On another note received the AGM notice and documents yesterday. Looks like Cohen will be joining the BOD. Don't think that will hurt us. Hmmmmm!! BP, wonder how long it would take to get a 20K oz per year operation up and running????? Should know more in the next 3 - 5 weeks or so. GLTA
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