RE:Tomorrow the new gcm.what i expect ... drilling Segovia -> adding ounces , cashflow from Segovia 2021+2022 -> adding cash ---> studies at Toroparu -> building the road at Toroparu -> construction at Toropru with GCM cash (should be >100 million USD end of 2022) + Wheaton Stream + appr 100 million USD debt (no dilution) ... GCM will add further cash during the construction phase , so no big amount of additional debt needed....
---this new phase will bring us near 400000 oz p.a. combined production p.a. + investments in ARIS+Denarius ... combined value minimum 1 billion USD++++ ..... i hope a clear communication from Serafino now whats the companys mission now... Assets are sorted out now and GCM should concentrate on Segovia+Toroparu ... ARIS is under external management and disvestment not needed for next 5 years,lot of hidden value at Marmato , Denarius is an experiment,GCM could participate in future PP but not to big amounts... i hope no more deals now for a while, things are sorted out and now bring Toroparu near construction phase..