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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 Trekie7on Apr 17, 2020 6:52pm
101 Views
Post# 30924160

RE:RE:RE:RE:RE:RE:Serious suggestion

RE:RE:RE:RE:RE:RE:Serious suggestion
Spence4 wrote: . Yes, this is smaller than ORE's, but AGG's capital costs will probably be half and its processing costs much lower. At a current market cap of CAD $19MM, if this were to triple to a mere CAD 60 cents, that would result in a market cap of CAD 55 - 60 million which is cheap if the CAD after-tax NPV can get up to $200USD (CAD280 or ~ CAD 1.00 per share).


Hi Spence, welcome to AGG.  Very well written post.  You are obviously quite knowledgeable.  I've highlighted in your post what to me makes AGG a very strong play, it's the low capital, low cost to mine that makes it not only viable but potentially extremely profitable.  The update reseve will be very interesting indeed.  I believe your projections on updated reserve are low, I forcast that's what it would have been if they hadn't done the extended zone in phase 2.  I forsee closer to 1.5MM, both phase 1 and phase 2 combined.  Again, just my belief, as you said - we'll see.

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