Aris Mining Corp. T.ARIS

GCM valuation...

[kkkrrr]

simplified:

marketcap 400 milliopn USD

--cash appr. 100 million USD
--Aris (Marmato UG + Juby) >100 million USD
--Denarius+ Western Atlas 25 million USD 
--world class Toroparu 200 millioin USD

------>you get Segovia and its 100 million USD cashflow p.a. for free .... + the valuation upside from all the other holdings+projects ... insane

[invest234]

Toroparu is worth more than US$200 mil. it is worth US$760 mil npv @1500 gold. US$1 billion currently according to red cloud. https://goldxmining.com/ that means segovia is not only free, it is negative, which means they pay you in addition to taking it for free.

[invest234]

@1500 gold toro has US$1.77 billion after tax free cash flow, not even counting the 3 mil oz inferred, the 3km+ continuous high grade structures recently discovered, or exploration potential in the huge 53,844 hectare (538 km2) land package. after scoping study on a separate higher grade open pit including the 3km+ high grade structure, we will see in aug. how economic this higher grade pit is

[Brioche]

Invest... please , come back on earth with us ...  The project you are refering  to ( phase 2 ) , is not .... before 13 or 14 years .  Fino could not even be alive and may be some of us . -)) We have not even a road for exploiting toro.  Step by step . Serafino don't even know what choice he will do  short term ....so ... I will continue to read you with pleasure

[Wayned52]

Brioche why will you not except my explanation about the road being there ? Easy for you to look for yourself .

[Brioche]

Thd road  for wayned : there is of course the road by the south : too long too complicated ( 2 barges ) one complete day for a truck .  Impossible for the developpement of toro . That's why , they ( gldx one y ago ) and serafino now decided to build the northern way 48 kms to join the aurora road .  At that time there is nothing made . ( it seems there is even no path on the

[Wayned52]

If you go to the GoldX web site and read under projects it says they have rehabilitated 150 kms of road on the project including to Tapir Landing . I have nothing else to say except how do you think they got that camp with all the heavy equipment and trucks in there ?

[invest234]

most miners don't even bother to mention roads because building a road is a simple matter compared to building a mine. the cost and timeline of building roads is already included in the capex of the pea study. of course roads would be built during construction. building a road is not a major barrier. https://goldxmining.com/overview-toroparu-gold-project/ "Facilities at Toroparu include

[invest234]

building the 48km road is only critical if they have a deal with zijin to truck a lot of ore to the aurora plant. if gcm builds their own processing plant, they truck all their ore locally and do not need smoothly paved roads to truck ore a long distance. in no way are they trucking a lot of ore on the southern road.

[Brioche]

Investv: I don't share this. The  TNJ ( toro north junction )  was necessary BEFORE  the possibility to work with Zihin. From the 2019 PEA , page 362 , all is said .   " REQUIREMENTS "  Check please .  And for me , nothing has begun regarding this new road .  That doesn't mean never , but ..... Serafino has to speak about .  -)

[invest234]

if the project uses the northern road, then they will build that northern section of road to aurora. what is the problem? they have not started construction yet, so of course they have not started building that road yet, and goldx did not have the cash to build that road before the merger. when construction decision is made, building roads is part of normal mine construction. they are currently

[invest234]

these guys are experienced mine builders. Brioche, you do not need to worry about the details of road building. they will make the right decision of when, how, and what type of mine to build. they have done it before. they have done a great job of building up and modernizing segovia. serafino has built similar mine in venezuela as he said in interview. they know what they are doing.

[clubhouse19]

Are you their lapdog or what ?? The stock went down from 8 to 5 and you claim they can walk on water.  Is the market not seeing what you are...keep driinking that kool-aid

[invest234]

clubfoot is saying how extremely undervalued gcm is after falling from 8 to 5!

[clubhouse19]

Delusionally ignorant as usual...   $8.00 was way overpriced...I guess you missed that but rose colored glasses that you wear will make you think otherwise and as usual, GCM is being shorted as we speak more than most other gold stocks.   continue to praise management  as the stock declines.

[invest234]

Brioch you are not on present earth. npv = net present value of US$760 mil @1500 gold with 5% already discounted every year. $760 mil is the present value, not future value! it is not nfp = net future value, it is npv. the future value adds back that 5% every year and that future value is US$1.77 billion in free cash. present gold price is much higher than $1500. future gold price in 14 years

[Ronsnepdutch202]

Isnt this a once in a lifetime investment?