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Evolve Canadian Aggregate Bond Enhanced Yld Fd ETF V.AGG


Primary Symbol: T.AGG



TSX:AGG - Post by User

Post by ABDPhilon Feb 10, 2021 1:35pm
147 Views
Post# 32526944

Assessment of the value of AGG

Assessment of the value of AGG
This assessment is conservative and the methodology used helps identify opportunities when they arise.
 
As already mentioned, I assign a value of $ 25 for each of the ounces contained in the soil. I use this value for gold exploration companies with geology and grades similar to AGG.
 
Considering that AGG currently has 1,200,000 ounces of gold contained in Indicated and Measured Category Mineral Resources, the current value of the Kobada permit is $ 30,000,000;
 
Considering the last financing, the cash currently contains at least $ 4,000,000;
 
Considering these last 2 points, the total value of AGG is $ 34,000,000;
 
Considering that the number of shares outstanding is now 175,000,000, each AGG share is therefore worth 19.42 cents. Below that threshold and if you can wait a few months, now is the time to take advantage.
 
Once the 4,000,000 funding is invested in exploration work, it will take 160,000 additional ounces of gold contained in indicated or measured category resources to achieve equivalent value.
 
Each additional 100,000 ounces of gold will justify an appreciation in value per share of 1.5 cents.
 
According to the current situation of AGG, this is my assessment. Note that the purpose of this evaluation is to determine the minimum threshold for the value of AGG. The omission of certain items that could positively influence the value of AGG is intentional, as a precaution.
 
That being said, Kobada is a very interesting permit and I have no doubts that a plant will eventually be established there. To get there, AGG will have to find a partner and without the details of this deal, any forecast of shareholder returns is pure speculation. Until then, patience is all you need.
 
GLTA
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