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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 ABDPhilon May 30, 2022 11:40am
124 Views
Post# 34717030

RE:RE:RE:Do you think Callow and his dream team get any votes ?

RE:RE:RE:Do you think Callow and his dream team get any votes ?
In consideration of the many dilutions of shares and the variation in the quantity of purchase options, I believe that it is preferable to determine an overall value of the project rather than an SP.
 
At 15 cents per share, that gives a value of $32400000, assuming that the call options will be written off, which is unlikely. Nevertheless, this gives a theoretical value of $20-25 per ounce of gold located in the ground, which is not excessive.
 
Considering Mr. Callow's historical inability to conclude any transaction to transform this exploration project into an exploitation project, the current SP seems adequate to me. Consequently, events could still cause the SP to drop, but there is no reason to anticipate a 50% drop in the short or medium term. On the other hand, the upside potential of the SP is very limited, considering the high risks that AGG will be at the same point in 1 year. A sudden rise in POG could eventually open a door out of this hellhole.
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