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Bullboard - Stock Discussion Forum Iron Brdg Res Inc. OEXFF

"Iron Bridge Resources Inc is a Canada-based company. It is a crude oil and natural gas exploration, development and production company. Its project consists of Elmworth. The company receives maximum revenue from the sale of petroleum and natural gas."

OTCPK:OEXFF - Post Discussion

Iron Brdg Res Inc. > IBR response — post market
View:
Post by Buckbid on May 22, 2018 9:12pm

IBR response — post market

-IBR news post market —30% of shareholders voting no. Largest 2 holders and management. 

-I still see this story having risk reward skewed to upside. Velvet has done a favour by bringing mid pricing to the markets attention — wider audience. 

-another joke among many today, read an analyst report from IA securities changing target price from  50 cents to 75 today (nice work) and recommended tendering based on bullet points from Velvets offer (really, nice effort). Raymond James analyst did the same in terms of target price change

-much higher price required to get a deal done with Velvet based on language in the below release. 

- in the meantime, another update for shareholders on longer test results for 2 wells. No way the company allows for a shorter offer period as wished for by Velvet. 




T.IBR 

 

Iron Bridge Highlights Flawed and Undervalued Nature of Velvet Energy Proposal

Urges Shareholders to Take No Action

Iron Bridge Resources Inc. (“Iron Bridge”, “IBR” or the “Company”) (TSX:IBR) responded today to the announcement by Velvet Energy Ltd. (“Velvet Energy”) that it intends to make an unsolicited offer to acquire all of the issued and outstanding common shares of Iron Bridge.

Iron Bridge believes that Velvet Energy’s proposal is flawed, significantly undervalues the Company and is an attempt to deny Iron Bridge shareholders of the significant upside value potential of the Company’s portfolio. The proposal also ignores the successful restructuring of the Company and was made prior to the Company’s May 17, 2018, disclosure of enhanced well production rates at its Gold Creek Montney asset. At Gold Creek, Iron Bridge holds a large acreage position of 49,600 net acres with substantial resource potential.

Rob Colcleugh, Chief Executive Officer, said, “The Velvet Energy proposal dramatically undervalues this Company. In addition, it is fundamentally flawed from a value perspective given it does not take into account recently disclosed well results, resource updates and the related value creation potential reflected in our development plan. At its core, the proposal removes our shareholders’ ability to maintain exposure to the immense growth potential of our Montney assets. This is nothing more than a transaction that transfers all the upside to Velvet Energy at the expense of Iron Bridge’s shareholders.”

Added Colcleugh, “Iron Bridge is an early stage company that is supported by a world-class technical team experienced in the exploration and exploitation of all areas of the Montney resource play. We are embarking on a significant value creation cycle that is supported by the overall uplift in the sector and the increasing opportunities to finance our development plan. It makes it all too obvious why Velvet Energy is attempting to bring forward a flawed and self-serving proposal.”

“Importantly, Iron Bridge has the support of shareholders who combined hold nearly 30% of the total shares outstanding, including our insiders and our two largest institutional shareholders. They are aligned in management’s view that Iron Bridge is well positioned to realize its development plan and deliver considerable value appreciation and have advised that they would not tender to the proposed offer from Velvet Energy as it does not come close to recognizing the fundamental value of the Company,” concluded Colcleugh.

The Company urges shareholders not to take any action or make any decision with respect to the Velvet Energy offer until such an offer is commenced and the Company’s Board of Directors has the opportunity to review all relevant aspects of such a proposal in consultation with its independent financial and legal advisors and provides a recommendation to shareholders.

Advisors

Cormark Securities Inc. is acting as financial advisor to the Company, Torys LLP is acting as legal advisor and Gagnier Communications as strategic communications advisor.

Reader Advisories


Read more at https://www.stockhouse.com/news/press-releases/2018/05/22/iron-bridge-highlights-flawed-and-undervalued-nature-of-velvet-energy-proposal#4ZKju1hDlLDdIUj8.99
Comment by SigmaKappa on May 22, 2018 10:02pm
Velvet needs to at least double their offer to 1.50 to get the attention of insiders and largest SH whose prices are around current price. Oil is up and moving up. Gas will rebound and in 4 years if shell LNG in running a new gas bull cycle. This stock could easily be worth 10x what it is now.
Comment by JDavis17 on May 23, 2018 6:30am
A lot of 'ifs' and 'maybes' in that post. Useless bs. IBR will be gone in months, or weeks. 
Comment by SigmaKappa on May 23, 2018 8:56am
Dont be mad that i proved you wrong and posted regarding velvet taking out IBR on the rmo board long before you mentioned it.
Comment by Gladstone22 on May 23, 2018 9:58am
Rest assured Velvet will be buying on the open market . With anonymous buying on the bid . Velvet will get IBR eventually , would be nice if share price was higher.
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