The following slide deck was published by Gran Colombia Gold Corp. in conjunction with their 2020 Q4 earnings call.
124
Gran Colombia Gold Corp. 2020 Q4 - Results - Earnings Call Presentation
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Comments (6)
This is a very informative video www.youtube.com/...17 minute video on Gran Colombia April 15Highlights include interviews with senior management; footage of Medellín, Segovia, 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.Watching this obvious they plan to mine a long long time there. 6,000 jobs. One of the highest jobs per $million mkt cap companies out there have to guess.
I bot 12,500 shares today. Over weekend decided it was extraordinary value. Monday the market helped me buy it. And like the big share buybacks. CheersThe Redcloud target of $17.50Cad is not to be forgotten, they base it off value not chart targets and it is the highest gain projection they have am aware of. cdn-ceo-ca.s3.amazonaws.com/... Filed 2021-04-08 13:02
Tx date 2021-03-31 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
38 - Redemption, retraction, cancellation, repurchase $-3,160,488.54
-570,300 vol
$5.54 each 0
Filed 2021-04-08 12:58
Tx date 2021-03-26 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $269,555
+50,000 vol
$5.39 each 570,300
Filed 2021-04-08 12:57
Tx date 2021-03-25 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $149,001
+27,700 vol
$5.38 each 520,300
Filed 2021-04-08 12:56
Tx date 2021-03-24 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $276,655
+50,000 vol
$5.53 each 492,600
Filed 2021-04-08 12:55
Tx date 2021-03-23 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $251,712
+45,800 vol
$5.50 each 442,600
Filed 2021-04-08 12:54
Tx date 2021-03-17 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $870,390
+150,000 vol
$5.80 each 396,800
Filed 2021-04-08 12:53
Tx date 2021-03-16 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $541,034
+96,800 vol
$5.59 each
Tx date 2021-03-31 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
38 - Redemption, retraction, cancellation, repurchase $-3,160,488.54
-570,300 vol
$5.54 each 0
Filed 2021-04-08 12:58
Tx date 2021-03-26 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $269,555
+50,000 vol
$5.39 each 570,300
Filed 2021-04-08 12:57
Tx date 2021-03-25 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $149,001
+27,700 vol
$5.38 each 520,300
Filed 2021-04-08 12:56
Tx date 2021-03-24 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $276,655
+50,000 vol
$5.53 each 492,600
Filed 2021-04-08 12:55
Tx date 2021-03-23 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $251,712
+45,800 vol
$5.50 each 442,600
Filed 2021-04-08 12:54
Tx date 2021-03-17 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $870,390
+150,000 vol
$5.80 each 396,800
Filed 2021-04-08 12:53
Tx date 2021-03-16 $GCM
Gran Colombia Gold Corp. Gran Colombia Gold Corp.
1 - Issuer
Direct Ownership
Common Shares
10 - Acquisition or disposition in the public market $541,034
+96,800 vol
$5.59 each
Redcloud, $17.50Cad target /5.90Cad = 3 Bagger
cdn-ceo-ca.s3.amazonaws.com/...Valuation:
We maintain our BUY rating and price target of C$17.50/sh. Our target
is based on a sum-of-parts valuation comprising 4.0x our NTM EBITDA
estimate of C$299M and GCM’s equity investments (C$196M). GCM trades
at a discount to peers at 0.8x 2021E EBITDA and 0.3x NAV (peers at 4.2x
and 0.62x, respectively). Upcoming Catalysts: 1) Exploration results from
drilling (60,000m) at Segovia (ongoing), 2) Q1/21 Production and financial
results (Q2/21) and 3) Closing of Gold X transaction (Q2/21).
cdn-ceo-ca.s3.amazonaws.com/...Valuation:
We maintain our BUY rating and price target of C$17.50/sh. Our target
is based on a sum-of-parts valuation comprising 4.0x our NTM EBITDA
estimate of C$299M and GCM’s equity investments (C$196M). GCM trades
at a discount to peers at 0.8x 2021E EBITDA and 0.3x NAV (peers at 4.2x
and 0.62x, respectively). Upcoming Catalysts: 1) Exploration results from
drilling (60,000m) at Segovia (ongoing), 2) Q1/21 Production and financial
results (Q2/21) and 3) Closing of Gold X transaction (Q2/21).
@Darp Research Let me know when those analysts actually put some cash down :DMore importantly, GCM bought back a huge chunk of stock and put their money where their company is. A big vote of confidence from management, board, and majority shareholders on supporting the stock price with their current cash flows. Hopefully they set the bottom in their stock price because it was getting ridiculous.
@Patrick Irish They biggest worry investors have is low "official" mine life. But they just announced they will expand the mill this year at Segovia, they would only do that if convinced there is more ore in future than they have capacity to mill. It would be crazy to expand the mill if the mine was going to be shut down in twice as long as current official mine life. The unofficial mine life? Serafino said his grandchildren will be mining Segovia after he is gone. Say 30 years. No questions at all in CC! This is Colombia's biggest gold miner even before Marmatto Deep starts, has announced an acquisition of a 10 million oz Guyana gold deposit and no questions? I have seen $20 million mkt cap companies have 5 callers. Still unknown but see more tire kickers now for it.
@Darp Research I found that surprising too. But you know this company won't get any respect until they buy up all the naysayers. They need buybacks to gain respect, not dilutive deals on speculative mining. Hopefully they continue to buy back more shares as they need to remove a few million to take out any weak hands that don't want to be involved long term here. Only then do I see it sustaining a price price above $8 for GCM.TO
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