RE:RE:RE:RE:RE:Not a Done Dealcrazytimes wrote: lifexprt... you may be right. But I can't think of a time with this stock that locking in a gain on a pop has been the wrong move. I know this is different, but really believe this could go either way, up or down. For example, how hard would it be for a fund to short Alamos, and AR stock with any sign of weekness in gold. You have gold, and Alamos at all time highs. Not saying it can't go higher, with gold rising, or another offer, but nothing is a sure thing here. Look how the financings were done! lol Lot's of very sophisticated big money traders may be deep underwater and unhappy here looking for a way to recoup. And they won't care how. lol. I am playing this one safe. Trust is at an all time low on my end, I mean how seriously can you take anything said? How do you think the shares will respond to the reverse split? If it's worth more, why give Alamos a chunk at such a low valuation? Here we go again? lol Regardless I would never be buying Alamos at this valuation. If the same deal was done with Alamos trading at a much lower price giving us a larger share ratio I would of liked it much better. Just a terrible deal! Just my opinion. Good luck with whatever you decide. Tough call for sure. Sincerely hope you make out okay.
i give the Spinco a value of $0.00
that way i just judge the deal on what i end up with in the Alamos shares and the potential of the synergies this merger brings to the table with the POG on its way north.
any miner is connected to the underlying commodity having said that all mines are still beeing valuated on a $1600 to $1800 per oz price. so they are all lagging behind the price, some by larger margins than others.
i think Alamos with this merger is undervalued nevermind some of their other producing assets
Combined mine will produce 600000 oz this year with 900000 oz going forward once mine production has expanded within next two years.
they will be 4th largest Canadian mine with some of the lowest AISC
and with the tax-writdowns available to Alamos they will not pay a dime in tax till 2028