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Bullboard - Stock Discussion Forum AgriMinco Corp ETPHF

AgriMinco Corp is engaged in the development, exploration, and evaluation of agricultural and industrial mineral projects across Africa. The company's project profile includes Southern Togo, Bassar, Danakil, and Oglat and Taoudenni.

GREY:ETPHF - Post Discussion

AgriMinco Corp > Fair Valuation
View:
Post by __ on Feb 06, 2012 12:20pm

Fair Valuation

Here is a fair valuation as posted by Buddy Fox.

 

=========================

And you establish a Market Cap out of what ? The Air pressure below 10 feet at 45 Degree celsius in the Northern plains of Ethiopia ? Or the estimnated speed of the wind when you stick your finger up in the air?

Come on....market cap ....geezzz..us.

Business people buy hard assets not vaporware, let alone inflated numbers that could ill reflect on the true value of the worth of a Corporation, such as Market Cap for example !

=========================

 

Huh? can you translate that for me? That makes absolutely no sense.

 

You can't use todays SP and compare it with one down the road. S/O will change, even if S/O fully diluted does not.

 

Buy using a MCap as a take over target you simply divid the Mcap by the S/O at the time to come up with the SP at a future point.

 

For arguments sake, let's say FED proves up exactly what AAA has in the ground, and to keep things simple, lets just take about the resources for comparison.

 

AAA : MCap 171mil @.80c

FED: MCap at 171m =  $1.58 per share

 

BUT WAIT....at when FED reaches a buck, those public warrants are going to start to be exercised. So that's going to add an additional 34 million shares, but at the same time add 23millon to the FED coffer.

 

 

Shares Issued and Outstanding: 106,371,626

Fully Diluted Shares Outstanding: 142,765,600* 

Cash Position : ~$11 million

Debt: Nil 

Share Price : $.70 

52-Week Range: N/A 

Market Capitalization: $74,460,000

Held by Insiders : ~50%**

* Exercise of all warrantts and options adds $23 mil to treasury taking EPC through bankable feasibility with no further dilutiion.

So lets recalculate the math based on the adjusted S/O and addition monies in the coffer:

MCap: 171mil + 23mil from warrants = 184mil

S/O : 108mil + 34 mill from warrants = 142.7 mill S/O

For a SP of: $1.29

Which is right in line with professional analyst 12 month target price, which varies between 1.05 and 1.50 per share.

 

Now seeing as my number of $1.29 is pretty far from you're of 3.60, I'll leave you with this:

My first post on this topic gave a fair value of 250 to 300 million for a take out.

That would yield a fully diluted Share Price of $1.75 to 2.10 on a take out offer. Or about a 30 to 50% premium on on analyst 12 month target.

Seeing as I love to toot my own horn, I have to say this is the most reasonable and professional analysis on the future potential movement of FEDs SP.

I don't know about most investors, but I'm happy as a pig in sh**t with a ~ 400% annualized return

 

___ aka Buddy Fox

(i have two accounts, one for ignoring people and one for not, Keeps the BB clean if i want it, and at the same time not miss any post by the likes of the Doneski)

Comment by BlindBat_1 on Feb 06, 2012 12:59pm
So according to you geniuses, Market Cap should be used to determine the Fair vlaue of the Corporation , and to said Market Cap a premium added to determine at what price the Company should theorically be sold at.   So, given that take out premium these days is roughly 30 to 50%, if an offer was to be made TODAY according to you, we should be happy to get.....what, let's make this easy... ...more  
Comment by goldennugget24 on Feb 06, 2012 1:13pm
Hahaha!  5 stars BB!
Comment by BlindBat_1 on Feb 06, 2012 2:10pm
Do you have down syndrome? Is your mother also your sister? you inbreed POS My target was end of year, Never did I say anywhere 68 cents Furthermore, I highlight that the market cap I came up with was based on FED proving equal reserves to AAA. AND warrants being exercised. Seriously read the flipping post before you knock out mindless BS.   You're $10 per share estimate is based on no ...more  
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