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Bullboard - Stock Discussion Forum Kolibri Global Energy Inc BNKPF

Kolibri Global Energy Inc, formerly BNK Petroleum Inc is an exploration company. It is focused on the acquisition, exploration, and production of oil and gas reserves. The company owns and operates shale oil and gas properties in the United States. Its segments include the United States, Canada and Other.

GREY:BNKPF - Post Discussion

Kolibri Global Energy Inc > Net Operating Losses
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Post by Cougar3 on Oct 09, 2019 1:51pm

Net Operating Losses

Broker- I'm not so sure those NOLs are as valuable as you think?   IRS Section 132 comes into play.

I picked up more 46,600 more shares today via BNKPF mostly at .095 cents US and 2,500 shares at .09 cents US.  

With tax-loss season upon us one wonders just how low this can go?   Anyone buying is hopefully using only monies for which they can afford a total loss.

Good luck to all longs!

Cougar3



The Section 382 Limitation

Since a net operating loss can be used to directly reduce the amount of taxable income, it can be considered a valuable asset. If a business acquires an entity that has an NOL, the reason for doing so should not be the presence of the NOL, for the Internal Revenue Service has placed a restriction on the use of an acquired NOL. The restriction is documented in section 382 of the Internal Revenue Code. Section 382 states that:

  1. If there is at least a 50% ownership change in a business that has an NOL,

  2. The acquirer can only use that portion of the NOL in each successive year that is based on the long-term tax-exempt bond rate multiplied by the stock of the acquired entity.

Despite this restriction, the presence of a large NOL can impact the price paid by an acquirer to the shareholders of an acquiree, since it impacts the net-of-tax cash flows that an acquirer will derive from the ongoing results of an acquiree.

Section 382 can create a significant problem when a business has large unused NOLs on its books. In these situations, a business that is attempting to gain additional investor funding should avoid any equity offering that could give the appearance of a change in ownership. For example, it could avoid triggering section 382 by issuing non-voting preferred stock that cannot be converted into common stock.

Comment by BrokerG on Oct 09, 2019 3:07pm
Thanks Cougar. Good point. Therefore, given the long term tax exempt rate is currrently 1.70% we get a NOL of approx $4 million per year. [ 240 million shares x 1.70%]. Therefore it would take 9 years to reap the benefits of the tax loss given BNK's debt of 37 million. For a large corporation, that is reasonable and should not impact the buy out price considerably.
Comment by Carbonbull on Oct 10, 2019 9:14am
what this does however is shelter the pv10 values from tax , so any proceeds on sale are tax free up to the NOL amount. tthe question of the day is will the company tax efficently distribute proceeds or will it keep the funds and look for another play. tax loss selling should see cheaper paper come to the market so i will be keeping my powder dry until we get into late november. the mgmnt team ...more  
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