ARIS Mining / ARIS (TSX)

    Zijin könnte auch abwarten und sich schließlich GCM samt GLDX einverleiben. Chinesen sind geduldig...


    Gruß! Fritz

    „Pressefreiheit ist die Freiheit von zweihundert reichen Leuten, ihre Meinung zu verbreiten.“ — Paul Sethe. Leserbrief SPIEGEL, 5. Mai 1965.

    Gran Colombia Provides Production Update; Declares April 15, 2021 Monthly Dividend; Announces 2020 Fourth Quarter and Year End Results Webcast
    March 16, 2021
    http://www.grancolombiagold.co…ults-Webcast/default.aspx


    ...
    announced today that it remains on track to produce between 200,000 and 220,000 ounces of gold in 2021 from its high-grade Segovia Operations in Antioquia, Colombia. In February 2021, Gran Colombia produced 15,354 ounces of gold and 18,922 ounces of silver at Segovia bringing the total for the first two months of the year to 30,415 ounces of gold and 37,519 ounces of silver.
    ...
    Monthly Dividend Declaration
    Gran Colombia is pleased to announce today that its Board of Directors has declared the next monthly dividend of CA$0.015 per common share will be paid on April 15, 2021 to shareholders of record as of the close of business on March 31, 2021.
    2020 Fourth Quarter and Year End Results
    Gran Colombia also announced today that it will release its 2020 fourth quarter and annual financial results after market close on Wednesday, March 31, 2021 and will host a conference call and webcast on Thursday, April 1, 2021 at 9:00 a.m. Eastern Time to discuss the results.
    ...

    Gran Colombia Reports First Quarter 2021 Gold Production



    April 13, 2021


    http://www.grancolombiagold.co…d-Production/default.aspx


    ...announced today that it produced a total of 18,643 ounces of gold at its Segovia Operations in March 2021 bringing the total gold production for the first quarter of 2021 to 49,058 ounces compared with 50,346 ounces in the first quarter of 2020. The Company also produced 57,315 ounces of silver in the first quarter of 2021, up from 45,918 ounces of silver in the first quarter last year.

    sehr ausführliche, aktuelle Analyse basierend auf den Q1-Ergebnissen:
    https://cdn-ceo-ca.s3.amazonaw…CM-Production-Results.pdf


    ...We maintain our BUY rating and are reducing our price target to C$17.00/sh...



    Upcoming Catalysts:


    1) Segovia drill results (ongoing),


    2) Q1/21financial results (Q2/21) and


    3) Closing of Gold Xtransaction (Q2/21)



    schöne Grafik ist auch die "Figure 2:EV/EBITDA (2021E) vs. 2021E AuEq Production (koz)" (bin leider zu doof um die hier einzubasteln...)

    Moin, und besten Gank an AF für das PDF.
    Bilder dort einfach raus kopieren od. Screenshot machen...dann abspeichern od in leeres Pic rein kopieren, auch abspeichern und dann hier hoch laden.



    Vllt. kann mir ja noch einmal den Aussagewert dieser Grafik verklickern. Haben neben bisher untergewichteten GCM auch Fiore, AR und VGCX im Depot. Hab die wirklich gut abgefischt an schwachen Tagen so dass die erfreulicherweise mit 20-25 % im Plus sind (gleich PGM aus^^).


    Im PDF wird auch Denarius Silver erwähnt. Die haben Ag + Cu Projekt in Spanien an Land gezofen. GCM hält je nach Quelle 27- 36 % an Denarius. Hab hier mal die Werte des Lomero Projektes auf Tageskurs berechnet (alles in Mio USD).


    Klar muss in die Butze noch ne Menge rein gesteckt werden, aber angesichts der Resourcen erscheint mir das aussichtsreich und günstig.
    Was mich an GCM begeistert, sind einerseits der CEO. Hab ein paar Vids mit ihm gesehen und fand es ok. Zumal er ja auch selbst gut Kohle drinne hat, desweiteren sagt er dass man in Kolumbien das "who and how" kennen muss. Andererseits machen die Beteilungen und Zukäufe für mich Hoffnung auf steigende Kurse.


    [Blockierte Grafik: https://invst.ly/uh51b]


    p.s. ooooppps, sry für das große Chartpic, einfach drauf klicken...dann ist´s komplett zu sehen

    Faktenfrei ist Absurdistan spätestens seit 2011 - dann wurde es bekloppt und nun geisteskrank. Und nein, Klopapier ist nicht erst seit kurzem Mangelware. Denn wie jeder weiss und sieht, wischt sich die ReGIERung spätestens seit 2015 mit dem GG den Arsch ab.
    Grenzen zu - Regale leer - Willkommen in der DDR. [Ruinen schaffen ohne Waffen]

    Einmal editiert, zuletzt von HansE () aus folgendem Grund: typos

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    ‘Beyond Gold’ Video Premiere
    April 15, 2021
    http://www.grancolombiagold.co…deo-Premiere/default.aspx


    Gran Colombia Gold premieres its corporate video 'Beyond Gold' featuring the Company’s operations and sustainability initiatives. Watch it here: https://www.youtube.com/watch?v=3bQyzXBWz_c



    Highlights include interviews with senior management; footage of Medellín, Segovia, and inside the Company’s mines and processing plants; progress in technology and environmental impact; interviews with local collaborators including the Angelitos de Luz Foundation and artisanal miners; as well as the positive impact that the Company’s had on the communities of Segovia and Remedios through its investments in education, infrastructure, and formalization of artisanal mining.



    ---


    schönes Video, kann man sich ansehen

    Zitat von HansE

    Vllt. kan mir ja noch einmal den Aussagewert dieser Grafik verklickern.


    [Blockierte Grafik: https://www.goldseiten-forum.com/attachment/148975-gcm-ev-jpg/]
    Dient der Bewertung von Unternehmen und ist genauer als das KGV , weil Schulden,Finanzen berücksichtigt werden.
    EV/EBITDA sollte niedrig sein und Prod. natürlich hoch .Hiernach sollten die Unternehmen dann also möglichst rechts unten im obigen Diagramm erscheinen (vereinfacht gesagt).


    ausführlicher :

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    oder auch hier jüngst von NP eingestellt:
    Enterprice value/OZ zu 2021er Produkt.-Marge in USD:
    [Blockierte Grafik: https://pbs.twimg.com/media/Ez1aWE4X0AAQdBG?format=jpg&name=900x900]


    hier sollten die Unternehmen der Wahl möglichst weit oben und rechts erscheinen...(und dann noch möglichst billig sein [smilie_happy] )


    :) Caldera

    Gold’s value is not determined by world events, political turmoil, or industrial demand. The only thing that you need to know in order to understand and appreciate gold for what it is, is to know and understand what is happening to the US dollar.
    Kelsey's Gold Facts

    2 Mal editiert, zuletzt von Caldera ()

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    Zitat von Caldera

    hier sollten die Unternehmen der Wahl möglichst weit oben und rechts erscheinen...(und dann noch möglichst billig sein )


    M.E. sollten sie eher unten rechts sein.


    Je höher sie stehen, desto höher sind sie bewertet und umgekehrt.


    Je weiter rechts sie stehen, desto profitabler sind sie.


    Die Bubble Size allein entspricht dem EV.


    Also am besten wäre es ein hochprofitables (rechts), günstig bewertetes (unten) und großes (Bubble-Size) Unternehmen zu haben. Wobei letzteres eher zweitrangig wäre und ersteres, also profitabel, am wichtigsten.


    Must Haves wären demnach:


    DPM, TXG, CG, EDV, BTO und KL


    Von den zwei Platzhirschen wäre NEM gegenüber ABX leicht zu favorisieren.


    [Blockierte Grafik: https://pbs.twimg.com/media/Ez1aWE4X0AAQdBG?format=jpg&name=900x900]

    13 Wenn aber jener kommt, der Geist der Wahrheit, so wird er euch in die ganze Wahrheit leiten; denn er wird nicht aus sich selbst reden, sondern was er hören wird, das wird er reden, und was zukünftig ist, wird er euch verkündigen.


    Johannes-Evangelium Kapitel 10, Vers 13

    2 Mal editiert, zuletzt von Nebelparder ()

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    Gran Colombia Announces First Quarter 2021 Results; Files National Instrument 43-101 Technical Report for Its Segovia Operations
    May 13, 2021


    http://www.grancolombiagold.co…a-Operations/default.aspx


    First Quarter 2021 Highlights

    • In February 2021, Gran Colombia successfully brought its spin out of the Marmato Mining Assets to a conclusion, one in which the Company has a continuing equity ownership of 44.3% in the new, fully financed, Aris Gold Corporation (“Aris”). The Company also added a 27.3% equity interest in Denarius Silver Corp. (“Denarius”) to its portfolio in the first quarter of 2021, giving it exposure to the Lomero-Poyatos polymetallic deposit located in Spain, in close proximity to the Matsa JV project, and to the Guia Antigua and Zancudo Projects in Colombia. Gran Colombia has also announced a takeover bid for all the shares of Gold X Mining Corp (“Gold X”) its does not already own. Subject to shareholder and regulatory approval, the companies are working towards closing the transaction in early June 2021.


    • Gran Colombia’s gold production totaled 49,058 ounces at its Segovia Operations in the first quarter of 2021 compared with 50,346 ounces in the first quarter of 2020. In April 2021, Segovia’s gold production was 17,473 ounces bringing the Company’s trailing 12-months total gold production at the end of April 2021 to 201,140 ounces, up 2% over 2020. The Company remains on track with its annual production guidance for 2021 of 200,000 to 220,000 ounces of gold.


    • The Company’s ongoing drilling program at Segovia continues to provide encouraging results, reaffirming confidence in the high-grade nature of the Segovia gold deposits. In the first quarter of 2021, the Company completed approximately 9,000 meters of its planned 40,000 meters program focused on step-out and infill drilling in proximity to the Company’s four mining operations. In addition, the Company completed approximately 2,300 meters of drilling at the Vera and Marmajito veins as part of its planned 20,000 meters program dedicated to exploration on the high priority brownfield targets in the Segovia mining title. The Company currently has eight drill rigs operating at Segovia and expects to add two more drill rigs in the second half of the year. Results from the drill program in the first quarter of 2021 are expected to be announced in early June.


    • Consolidated revenue amounted to $101.9 million in the first quarter of 2021 compared with $101.0 million in the first quarter of 2020, reflecting an increase in the Company’s realized gold price (1) to an average of $1,812 per ounce sold from $1,570 in the first quarter last year, offset by lower gold sales volume this year which included only one month of Marmato’s operating results prior to the loss of control of Aris in early February 2021.


    • At the Segovia Operations, total cash costs(1) averaged $825 per ounce in the first quarter of 2021, a slight improvement from $830 per ounce in the fourth quarter of 2020 and up from $604 per ounce in the first quarter of 2020. The year-over-year increase in Segovia’s total cash cost per ounce reflects (i) an increase in contractor and artisanal mining payment rates (which had not changed since 2017) implemented in the third quarter of 2020 in response to the current gold market conditions, (ii) higher spot gold prices which increased production taxes on a per ounce basis and (iii) additional costs to maintain the necessary COVID-19 protocols required to protect the health and safety of Segovia’s workers and the local communities. Total cash costs, including Marmato, averaged $862 per ounce in the first quarter of 2021 compared with $667 per ounce in the first quarter of 2020.


    • All-in sustaining costs (“AISC”) (1) for the Segovia Operations were $1,120 per ounce in the first quarter of 2021, down from $1,266 per ounce in the fourth quarter of 2020 and up from $836 per ounce in the first quarter of 2020. The year-over year increase in Segovia’s AISC reflects (i) the increased total cash costs, (ii) an increase in mine development and other sustaining capital expenditures at the Company’s mines and (iii) the impact of lower gold sales volume at Segovia of AISC on a per ounce basis. Including Marmato, consolidated AISC in the first quarter of 2021 was $1,164 per ounce compared with $890 per ounce in the first quarter last year.


    • Adjusted EBITDA (1) amounted to $46.3 million for the first quarter of 2021, compared with $50.4 million in the first quarter last year. The Company’s trailing 12-months adjusted EBITDA at the end of March 2021 stood at $183.7 million compared with $187.8 million in 2020.


    • Net cash provided by operating activities in the first quarter of 2021 was $13.6 million compared with $31.8 million in the first quarter last year and reflected (i) a $7.2 million increase in income tax payments in Colombia, (ii) $8.8 million of change of control payments in the Aris Transaction and (iii) continued delay in receiving VAT refunds in Colombia due to the impact of COVID-19 on the government’s processing of claims. The Company has since received $11.2 million of its past due VAT refunds in April and May 2021.


    • Free Cash Flow (1) in the first quarter of 2021 amounted to $2.5 million compared with $17.8 million in the first quarter of 2020. Adjusted to exclude Aris, the Company’s Free Cash Flow in the first quarter of 2021 was $14.8 million compared with $22.3 million in the first quarter last year, reflecting the increased level of income taxes paid in the first quarter of 2021 compared with the same period last year.


    • The Company’s balance sheet remained solid with total cash of $73.6 million at the end of the first quarter of 2021. After the quarterly Amortizing Payments in 2021 and the early optional redemption completed on May 10, 2021, the aggregate principal amount of Gold Notes currently outstanding is $19.75 million. The Company also completed a partial redemption in April 2021 of 10% of its Convertible Debentures bringing the amount outstanding down to CA$18 million.


    • The Company returned a total of $5.4 million to shareholders in the first quarter of 2021 with the repurchase of 702,000 shares at a cost of $3.2 million and payment of its monthly dividends totaling $2.2 million.


    • The Company reported net income of $118.3 million ($2.02 per share) in the first quarter of 2021 compared with net income of $24.3 million ($0.42 per share) in the first quarter of 2020. Income from operations in the first quarter of 2021 amounted to $39.1 million compared with $40.9 million in the first quarter of 2020 despite including two fewer months of operating results from Marmato due to the loss of control of Aris in early February 2021. In the first quarter of 2021, the increase in realized gold prices together with lower G&A and share-based compensation expense more than mitigated the impact of higher cost of sales at Segovia on income from operations. Net income in the first quarter of 2021 benefitted from the $56.9 million gain on loss of control of Aris, the $42.8 million gain on financial instruments and the $8.9 million gain on sale of the Zancudo Project, partially offset by the Aris Transaction costs of $9.8 million.


    • Adjusted net income (1) for the first quarter of 2021 was $21.9 million ($0.36 per share) compared with $21.2 million ($0.37 per share) in the first quarter last year. The year-over-year improvement in adjusted net income in 2021 largely reflects the factors noted above regarding income from operations together with a decrease in finance costs due to the reduction in the Company’s debt over the last year.

    GCM.TO bekommt man noch etwas billiger über GoldX. GoldX ask momentan 3,56 CAD entspricht 5,12 CAD für GCM statt 5,20. Dass die Übernahme noch scheitert, halte ich für sehr unwahrscheinlich.


    Gruß! Fritz

    „Pressefreiheit ist die Freiheit von zweihundert reichen Leuten, ihre Meinung zu verbreiten.“ — Paul Sethe. Leserbrief SPIEGEL, 5. Mai 1965.

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