First Mining Gold Corp (FFMGF)

[eik]

Thank You, GDXJ: Ultimate Rebalance Victim Trade
Lior Gantz, editor of Wealth Research Group (6/26/17)

Yesterday, it dawned on me that my calculations have been too conservative regarding one company in particular, and I want to show how this mining legend opened my eyes to the intrinsic value of my top suggestion for this merger mania: First Mining Finance Corp. (TSX:FF & US:FFMGF).

For one of the most serially successful mining businessman of our era—Keith Neumeyer, the founder of the company—resource investing is about generating revenues. Don't get it mistaken: Keith is all about big, fat, and consistent cash flows and thick, monstrous margins.

First Mining Finance was Keith's brainchild, and when we spoke last night, he summarized it this way: "Lior, just think of scooping up 25 brand new Boeing 747s in a country where there are currently no airports, so you're getting them really cheap, knowing full well that they're about to build 25 new runways and will need your planes. We bought proven properties for distressed prices during the bear years, and we now hold all the cards and have all the options because our properties are becoming more valuable as the gold price rises."

The reason why I'm quickly accumulating shares right now is because the last financing, in which all the members of the management team participated, was done at CA$0.80. I want to lock in my position for less.

This is what will happen to unlock the intrinsic value and potential of their assets and generate revenues for the company:

Joint ventures with cashed-up majors.
Royalty deals.
Streaming structures (the best business model ever).
Spin-outs of properties for a premium and earn-in contracts.
When the company signs these value-creating set-ups, shares will explode fast and hard, and you know it.

Full text with valuation charts in:
http://www.theaureport.com/pub/na/thank-you-gdxj-ultimate-rebalance-victim-trade