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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 gold_diggers1on May 18, 2016 3:23pm
27 Views
Post# 24885973

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:What IRR 43% and AISC $788 project has never been funded?

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:What IRR 43% and AISC $788 project has never been funded?
Bpultra wrote:
ts9222 wrote: >> akg has outperfromed AGG in the last decade

Recent trend is more important than 10 years ago.
People can buy the current rising trend (the rising channel of Nexgenalltheway's chart)
https://cdn.ceo.ca.s3-us-west-2.amazonaws.com/1bjccbq-Screen%20shot%202016-05-13%20at%209.49.14%20PM.png

But you would need a time machine to go back 10 years.
Hence your 10 year time machine argument is ridiculous.
 

===========
Yes TS one has to quit comparing Agg and AKG .. cause AGG is no longer in the same league as AKG ... lets just hope POG holds or AGG is going back down... the old lemon is getting squeezed again today


Correct, I concur.... should not compare AGG vs AKG anymore.... as these are in different leagues now.... I won the bet against JDN anyway.... AKG goes into production before AGG.
.
Now, I want ts9222 to explain the following..... ORE vs AGG.
.
ORE and AGG both:
- are junior developer (make more sense to compare these two)
- just have their BFS released recently.....
- do not have financings yet.... 
- are in West Africa
- have open pit

but ORE:
- requires higher cap ex $250MM to develop the mine
- 24.4% IRR much lower than AGG
- NPV5% only $196MM
- AISC $678/oz
- Au grade similar
- many more oz of Au (4.6MM M+I, 0.7 Inferred) than AGG
- O/S shares 127MM * $0.90 = market cap $114MM

If according to ts9222 fact sheets, all the IRR, NPV, AISC etc.... Why is ORE valued more than AGG at the moment??   The thing I see is ORE has many more oz than AGG.....  Am I missing something???
.
GLTA longs.....




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