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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 Nov 06, 2015 12:16pm
57 Views
Post# 24266904

RE:NPV per share

RE:NPV per shareSixbottle,

Just a couple of notes.

1. Assuming AGG gets to Phase 2 recovery will be approx. 90%.
2. The Malian gov't owns 10% of Kobada.
3. For shares o/s I would use 300MM as that is more or less what it is fully diluted now.
4. If AGG was to obtain all debt financing there would be a high risk premium. My gut tells me interest would be 15 - 20% but that's OK as the project economics should support that.
5. All in my OPINION only, but I believe there will be a minimum 30% bump in grade when Kobada is mined due to coarse gold effect. 

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