GRAN COLOMBIA GOLD WKN: A2DQSF ISIN: CA38501D8089 Kürzel: GCM Forum: Aktien Thema: Hauptdiskussion

So ist es - sehr günstig, nur die politische Lage muss sich noch beruhigen.... dann sollte es massiv nach oben gehen.

Mit Gold X wird die Unzen Produktion ab 2024 um weitere ca. 150k steigern. GCM sollte alleine ab 2024 ca 250k produzieren. Wir sprechen somit ab 2024 über einen Produzenten von 400k.

Wenn der Goldpreis weiter steigt wird natürlich auch GCG weiter steigen. Aber auch wenn der Goldpreis bleibt wie er ist, kann die Aktie als günstig bezeichnet werden. Die Tumulte in Kolumbien sollten langfristig keine negativen Auswirkungen auf die goldproduktion haben. Und wir sprechen hier über knapp 220k an Goldunzen pro Jahr.

Habe hier jetzt auch gekauft. Viel weiter nach unten wird es vermutlich nicht gehen.

Und wieder zugegriffen...mit Medusa von der Goldfront die günstigsten Werte nach dem KGV...und bei Colombia ist auch noch viel Silber enthalten...

Geduldig bleiben und die dips kaufen. Irgendwann knallts!

Bald drilling results aus segovia. Ende des Jahres die results aus toroparu.

Guter deal. Schafft wieder nachhaltig value. Börsianer mögen kurzfristig keine Übernahmen, da sie erstmal Geld kosten. Langfristig wird es sich lohnen.

Impact: Mildly Positive Gran Colombia (GCM) announced the proposed acquisition of Gold X Mining (TSXV:GLDX, Not Rated) in an all-share deal that would value GLDX at C$4.10/sh or ~C$315M on a 100% and fully diluted ITM basis. We view the transaction positively as it would provide GCM with a long-lived asset with excellent exploration potential in a familiar geographic region. Additionally, with the significant FCF that Segovia is generating (~$129M in 2021E) and GCM’s strong balance sheet we believe the combined company would be in a strong starting position to execute on its Latin American growth vision. • Buying Gold X at a discount. The transaction would see GCM acquiring GLDX for ~$19/oz AuEq on a fully diluted ITM basis; while higher than the proposal last year (~$14/oz), the new figure remains discounted relative to precedent Latin American transactions (~$34/oz). Furthermore, the implied acquisition cost on a per share basis is an ~11% discount to GLDX’s fair value of C$4.61/sh (estimated by a single analyst via DCF valuation). • Adding Toroparu to its project portfolio. Located in Guyana, Toroparu is Gold X’s flagship asset; it is large (10.5M oz Au in M&I+I), substantially de-risked (positive 2019 PEA shows fantastic economics, key permits in place), and has excellent exploration upside potential. As per the 2019 PEA, Toroparu can produce ~188k oz Au/yr on average over a 24-year LOM via open pit. With Segovia already producing ~210k oz/yr, the acquisition would set GCM on the path to eventually becoming a +400k oz/yr mid-tier producer. • A busy year for GCM. Shareholder meetings for both companies are expected to take place in May 2021, whereby shareholders are expected to vote on the transaction. Both companies are working towards closing the transaction by early June 2021. Meanwhile, GCM continues to drill with six rigs now turning at Segovia targeting 60,000m in 2021 (read more), while results from 2020 drilling are expected to support an updated reserve and resource estimate (Q1/21). At Toroparu, GLDX recently concluded a ~10,000m drill program that successfully extended mineralization beyond the main resource zone, and is now following up with another ~10,000m in-fill and step-out drill program. We expect the results to feed into a resource update and subsequently a FS by year-end. We maintain our BUY rating and price target of C$17.50/sh. Our initial analysis suggests that despite the equity dilution incurred, the NAV of Toroparu should offset this and overall, the Gold X transaction should be accretive to our valuation of GCM. We plan to fully update our estimates upon the closing of the transaction. Our target is based on a sum-of-parts valuation comprising 4.0x our NTM EBITDA estimate of C$324M and its equity investments. Upcoming Catalysts: 1) Exploration results (ongoing), 2) Q4/20 Financial results (Q1/21), 3) Reserve and Resource update (Q1/21) and 4) Closing of GLDX transaction (Q2/21)

Nachkaufkurs

News sind da

https://www.globenewswire.com/news-release/2021/03/15/2192655/0/en/Gran-Colombia-and-Gold-X-Execute-Arrangement-Agreement-for-the-Creation-of-a-Mid-Tier-Latin-American-Focused-Gold-Producer.html#.YE9Qo8y108Y.whatsapp

Gran Colombia and Gold X Execute Arrangement Agreement for the Creation of a Mid-Tier Latin American-Focused Gold Producer March 15, 2021 TORONTO, March 15, 2021 (GLOBE NEWSWIRE) -- Gran Colombia Gold Corp. (TSX: GCM; OTCQX: TPRFF) (“Gran Colombia”) and Gold X Mining Corp. (TSXV: GLDX) (“Gold X”) are pleased to announce that they have entered into a definitive arrangement agreement (the “Agreement”) pursuant to which Gran Colombia will acquire all of the issued and outstanding common shares of Gold X (the “Gold X Shares”) not already owned by Gran Colombia by way of a statutory plan of arrangement (the “Arrangement”) under the Business Corporations Act (British Columbia).   Gran Colombia currently owns 9,571,158 shares of Gold X, or approximately 18% of the Gold X Shares outstanding. Under the terms of the Agreement, all of the issued and outstanding Gold X Shares will be acquired by Gran Colombia in exchange for Gran Colombia common shares (the “Gran Colombia Shares”) on the basis of 0.6948 of a Gran Colombia Share for each Gold X Share (the “Exchange Ratio”). The Exchange Ratio implies consideration of CA$4.10 per Gold X Share based on the 20-day volume weighted average price of the Gran Colombia Shares on the Toronto Stock Exchange as of the market close on March 12, 2021 (the “Value Date”) for total consideration of approximately CA$315 million on a 100% and fully diluted in-the-money basis. The Exchange Ratio represents a premium of 39% based on the closing price of the Gold X Shares on the TSX Venture Exchange (the “TSXV”) on the Value Date and a 44% premium based on the 20-day volume weighted average price of the Gold X Shares ending on the Value Date. Transaction Highlights Creation of a New, Latin American-Focused Growth Platform – the combined company will consist of a complementary asset portfolio including the world-class, free cash flow generating Segovia Operations located in Colombia, as well as the large, high-growth and substantially de-risked Toroparu Gold Project in Guyana that boasts 4.5 million ounces of LOM gold production over a 24-year mine life. Latin American Operating & Mine Building Expertise – unlocking the value of the Toroparu Gold Project through development and achieving production will be supported by Gran Colombia’s proven track-record of mine building and operating in Latin America. Significant Resource Growth & Exploration Potential – significant potential to grow mineable ounces from 24 largely untested, highly prospective veins in close proximity to the Segovia Operations, as well as delineate additional large gold deposits and discover high-priority targets within the 538 km2 Toroparu Gold Project land package, which predominately remains unexplored. Enhanced Balance Sheet & Access to Capital – the combined company will have approximately US$100 million in cash, greater access to equity and debt capital markets, financing support from Wheaton Precious Metals as well as robust free cash flow from Gran Colombia’s Segovia Operations. Enhanced Capital Markets Profile – combining Gran Colombia and Gold X has the potential to result in increased critical mass for further consolidation, improved trading liquidity and attracting greater support from institutional investors.

Vielleicht kaufen die Chinesen gcm. Oder viel Rauch um nix. Bin gespannt

Trading Halt, es sieht gut aus - erstaunlich, wie sich der günstigste Gold-Produzent positiv präsentiert!