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Bullboard - Stock Discussion Forum Sun Metals Corp. V.SUNM

Sun Metals Corp is an exploration stage company with its principal focus on the exploration of the Stardust Project located in British Columbia, Canada. The company operates in one operating segment namely mineral exploration in Canada.

TSXV:SUNM - Post Discussion

Sun Metals Corp. > A better way to play Stardust
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Post by SilverKnight on Nov 14, 2018 10:52am

A better way to play Stardust

Sun Metals has potentially made a world class discovery here. This stock could go so so much higher. If you are feeling like you missed the boat there is a cheaper way to buy into this project. Lorraine Copper is the optioner of the Stardust Project to Sun Metals. Taken from Sun Metals latest financial statements:

 

“The option to acquire a 100% interest in the Stardust Project is exercisable by issuing 2,500,000 common shares in the public capital of the Company, paying a total of $375,000, and incurring aggregate exploration expenditures of $6,000,000 associated with the Stardust Project. Further, upon completion of its minimum commitments in the Agreement and upon exercise of the option, the Company is required to issue a number of common shares in the public capital of the company to Lorraine such that Lorraine holds 30% of the then issued and outstanding common shares of the Company, calculated on a nondiluted basis, as a percentage of the number of the Company’s common shares issued and outstanding.”

 

Based on the current outstanding shares of Sun Metals, which the latest FS says is 77.6M shares, Sun Metals would have to issue approximately 33 M shares to Lorraine. The last trade on Sun Metals is 0.36 Canadian, which makes Lorraine's stake worth about $12 Million. The entire market cap of Lorraine at the last trade of 0.14 is just $7 Million dollars (0.14 X 50 Million shares).  Lorraine's stake in Sun Metals alone is worth 0.24/share!   Plus Lorraine gets a royalty:

 

Lorraine shall “retain a 2% NSR on precious metals and a 1% NSR on other metals which may be bought down by one-half each by the payment of $1,500,000 per royalty to the Company.”

 

So Sun Metals would have to pay $3 Million just to buy back half the royalty.

 

Plus Lorraine has a bit of cash, no debt and a 49% interest in the Lorraine Copper project, which is close by. Tech holds the other 51% interest.

 

Personally, I just sold some of my shares in Sun Metals to take a stake in Lorraine. IMO It's a cheaper way to play the Stardust discovery.

Comment by Goldnboy1 on Nov 14, 2018 11:04am
Half star because no one cares about the poop deal signed by Lorraine.  They signed an an agreement that allows for the heavy dilution or their ownership which in the end will be worth less than 20%. Odds are this ownership will be sold to a Chinese conglomerate and NSR sold to a royalty co. Lorraine will get some $$ in the bank. But long term. They are far from the stock to play on this ...more  
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