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Sagres Energy Inc V.SGI



TSXV:SGI - Post by User

Post by PulpCutteron Mar 22, 2023 11:58am
122 Views
Post# 35353801

There is no synergy in the merger; at least none that's

There is no synergy in the merger; at least none that's

accessible without more than $50 million in cash, as far as I can see.

Further, Main Pit Deeps is the clear low-hanging fruit, once amounts like $100 million are available to throw at the operation IMO. (Yes, would also require paying for new tailings space.)

The impediment to generating operating cash flow at Plutonic is UP-FRONT CASH, IMO.

The impediment to generating operation cash flow from a consolidated Plutonic-Marymia is UP-FRONT CASH, IMO.

Look past the IMO tissue-thin hype that Catalyst has been putting out.  CYL had to offer a 20% discount on the new shares, to get even A$22 milllion from the market.  IMO, CYL is going to need a lot more than that - I'd guess an additional at least another $100 million - to do much of anything.

Who's going to give that to them?  And at what share price?

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