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Bullboard - Stock Discussion Forum Fancamp Exploration Ltd V.FNC

Alternate Symbol(s):  FNCJF

Fancamp Exploration Ltd. is a Canadian mineral exploration company. The Company is focused on strategic interests in its high potential mineral projects, royalty portfolio and mineral properties. The Company is focused on an advanced asset play with a portfolio of mineral claims across Ontario and Quebec, Canada, including copper, gold, zinc, titanium, chromium, strategic rare-earth metals, and... see more

TSXV:FNC - Post Discussion

Fancamp Exploration Ltd > FNC needs help
View:
Post by FromSudbury on Sep 21, 2023 8:39pm

FNC needs help

We went from:
"The Company intends to work diligently and expeditiously with its auditors and expects to file the Documents on or around September 11, 2023."
To:

"Fancamp and its auditors continue to work diligently toward completing the Annual Filings as soon as possible."

What seems clear to me is this part explaining the reason for the holdup:

The ongoing auditor review is primarily related to the ongoing consideration and review of the accounting presentation in respect of certain of the Company’s equity security holdings and the fair value assessment of certain convertible promissory notes and warrants held by the Company.

That seems to imply the difficulty coming up with a FMV of the KWG convertible  promissory notes and the warrants.

I would think the deal would initially show a note receivable of $34.5 million.
The parts of the deal dealing with the conversion of the notes to shares and warrants to shares is not as clear and that would be hard to put a number on.
Having said that, they could currently show a receivable of $34.5 million, then later, when the notes and warrants are converted, they could show a gain or loss at that time to reflect the value of those shares on the open market. 

Regardless, they seem to need some help.
Any other ideas?
Comment by miner540 on Sep 22, 2023 10:16am
I think the Audit concern is that the $34M receivable is worth significantly less than that amount.  See my comments on the CACR discussion board Sept 12/23. With no agreement between the Auditors and FNC, next steps could include a third party arbitration/opinion and finally the Auditors resigning.   Clearly there was no quick agreement/resolution between the two parties.
Comment by FromSudbury on Sep 23, 2023 8:17pm
I looked at your comments on CACR discusssion board minier540 and correct me if I'm wrong,  but I'm not certain that the loan would be converted into shares at those amounts.  I believe some time frame was given for those conversion rates, but I believe the rate changes after a couple years from when the deal was made.   Based on current trading prices for KWG, that ...more  
Comment by miner540 on Sep 24, 2023 10:14am
Sudbury -  too funny to read your comments regarding my analysis. You say you can't find the actual details of the KWG/FNC deal and then go on to state that my interpretation is wrong. If it helps with your due diligence - the actual agreement details are readily available via news releases, sedar, and company web site for both KWG and FNC. KWG financial statements reference the note ...more  
Comment by FromSudbury on Sep 24, 2023 8:30pm
That information is useful miner540.
Comment by Maxmoe on Sep 24, 2023 12:46am
Miner from Sudbury, two guys, one handle. Based on the fiasco of prior annual meeting I' remain skeptical that the only issue is a disagreement over the valuation of those securities. Firstly, these are statements as at April 30th. The cfo/bod on the one side have had far more than ample time to resolve this with their auditors, on the other side. Secondly, I see zero rationale for the cfo/bod ...more  
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