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Aris Mining Corp T.ARIS

Alternate Symbol(s):  CLGDF | T.ARIS.WT.A | ARMN | N.AMNG.NT.U

Aris Mining Corporation is a gold producer in the Americas. The Company is engaged in operating two mines with expansions underway in Colombia. The Segovia Operation is located in the Segovia-Remedios mining district in the department of Antioquia, Colombia, approximately 180 kilometers (km) northeast of Medellin. The Segovia Operations comprises four active underground gold mining operations, which include El Silencio, Sandra K, Providencia, and Carla. It has over 11 titles with a total area of 5,335.58 hectares (ha). The Marmato underground gold mine is located on the west side of the town of Marmato, in Marmato municipality of Caldas Department, in the Republic of Colombia, approximately 80 km from Medellin and 200 km northwest of the capital city of Bogota. The Company is also the operator and 51% owner of the Soto Norte Project, which is advancing to develop a new underground gold, silver and copper mine. In Guyana, it is advancing the Toroparu, a gold/copper project.


TSX:ARIS - Post by User

Post by likeikeon Jan 11, 2022 6:33pm
263 Views
Post# 34305959

ceo...don't miss the last one

ceo...don't miss the last one
@Pilk111 continue buying back shares at these ridiculous prices first. Then higher dividends once gold goes to 2300$
 
2
 
@Ian____ AISC of Toro and Segovia could be ~$1150 CAD (pessimistic estimate) given estimated AISC at Toro of $916 for 200 K and current AISC around $1220 at Segovia (220 K). At 420 k oz, P/E ratio for entire GCM stock w/ POG at $1800 is 1.8. For Toro and Segovia valuation of SP, 1.3.
 
1
 
@eap5522 Agreed @Pilk111 buying back shares is the best bang for the buck right now
 
1
 
@Pilk111 I will buy more for my kids tomorrow (they are under 18). These prices are utter insanity. Value will always win in the end
 
1
 
@mapleleaf I’ve been adding here as well the last few days. Great value play for the day when people start caring about pm again.
 
0
 
@Ian____ I'll be candid - my immediate concern with GCM is the situation in Colombia and the 2022 elections. The peso keeps getting devalued, inflation is rising, and Petro, Petro, Petro (anti-mining, anti-carbon). My bullish scenario on Colombia is a win by the Coalicion Centro Esperanza - this is the feasible compromise for the climate and voters (the right is done on this round). Petro has a ceiling of support, but he is trying to expand his base with social conservatives and any other group willing to shore up votes for him. This might signal blatant opportunism, but I suspect that he is calculating as a career politician and looking to impose an agenda by any means, even if it involves minor tradeoffs. My bullish scenario with Petro is that he is a full-blown sellout of his cause, like Ollanta Humala was in Peru, but I suspect that would still come with volatilty this late spring, early summer, and lasting until the veneer is washed off.
 
0
 
@Ian____ I am hoping that if polls show a the centre coalition as the leading party, GCM will have less #jurisdictionrisk. This could come as early as March/April. Fortunately, what bodes well for the price of GCM is that it may already account for Petro's lead as he has been polling strongly since November 2021. The question is how many investors keep tabs on these issues when buying/selling?
 
0
 
@sedi GCM Mining Corp. (formerly Gran Colombia Gold Corp.) $GCM just filed 3 reports. View full report: SEDI:GCM #insiders/gran-colombia-gold-corp
 
1
from #insiders, 
 
@eap5522 Haha nice! These boys are on a mission
 
0
 
@Darcyslaw @Ian____ lots of good points, there’s certainly an element of political risk in GCM now, but hard to say how much. GCM has been mispriced for a long time, even before Petro started polling high and before they diversified into Guyana. Petro will do whatever it takes to get to power, but I believe people will see through his false promises and in the end vote for a safer choice. The right and center will play the Venezuela card this time as well and I don’t see what Petro will use as a defense. Colombia’s future lies in a candidate that can distance himself from right and left, I believe also Rodolfo Hernandez could be a strong candidate for the presidency.
 
2
 
@Pilk111 cancelling more share...love it...they know what they got!!
 
0
 
@Ian____ This is awesome news. In 5 weeks, 709 000 shares bought back. This is almost half of the last repurchase plan. @Darcyslaw I also believe that GCM is mispriced with Guyana. I am not sure which catalyst at Toro will re-rate GCM, but the announcements thus far have not done it. I thought the enhancements and drilling would have at Segovia, too, but they have not. It looks at though GCM is stuck in a bit of a macro-environment hold (POG, elections pending) with key catalysts possibly (but maybe not) moving the needle. The fortunate news is that money is still being made despite SP. I think many of us can live with that.
 
0

@Pilk111 continue buying back shares at these ridiculous prices first. Then higher dividends once gold goes to 2300$
 
2
 
@Ian____ AISC of Toro and Segovia could be ~$1150 CAD (pessimistic estimate) given estimated AISC at Toro of $916 for 200 K and current AISC around $1220 at Segovia (220 K). At 420 k oz, P/E ratio for entire GCM stock w/ POG at $1800 is 1.8. For Toro and Segovia valuation of SP, 1.3.
 
1
 
@eap5522 Agreed @Pilk111 buying back shares is the best bang for the buck right now
 
1
 
@Pilk111 I will buy more for my kids tomorrow (they are under 18). These prices are utter insanity. Value will always win in the end
 
1
 
@mapleleaf I’ve been adding here as well the last few days. Great value play for the day when people start caring about pm again.
 
0
 
@Ian____ I'll be candid - my immediate concern with GCM is the situation in Colombia and the 2022 elections. The peso keeps getting devalued, inflation is rising, and Petro, Petro, Petro (anti-mining, anti-carbon). My bullish scenario on Colombia is a win by the Coalicion Centro Esperanza - this is the feasible compromise for the climate and voters (the right is done on this round). Petro has a ceiling of support, but he is trying to expand his base with social conservatives and any other group willing to shore up votes for him. This might signal blatant opportunism, but I suspect that he is calculating as a career politician and looking to impose an agenda by any means, even if it involves minor tradeoffs. My bullish scenario with Petro is that he is a full-blown sellout of his cause, like Ollanta Humala was in Peru, but I suspect that would still come with volatilty this late spring, early summer, and lasting until the veneer is washed off.
 
0
 
@Ian____ I am hoping that if polls show a the centre coalition as the leading party, GCM will have less #jurisdictionrisk. This could come as early as March/April. Fortunately, what bodes well for the price of GCM is that it may already account for Petro's lead as he has been polling strongly since November 2021. The question is how many investors keep tabs on these issues when buying/selling?
 
0
 
@sedi GCM Mining Corp. (formerly Gran Colombia Gold Corp.) $GCM just filed 3 reports. View full report: SEDI:GCM #insiders/gran-colombia-gold-corp
 
1
from #insiders, 
 
@eap5522 Haha nice! These boys are on a mission
 
0
 
@Darcyslaw @Ian____ lots of good points, there’s certainly an element of political risk in GCM now, but hard to say how much. GCM has been mispriced for a long time, even before Petro started polling high and before they diversified into Guyana. Petro will do whatever it takes to get to power, but I believe people will see through his false promises and in the end vote for a safer choice. The right and center will play the Venezuela card this time as well and I don’t see what Petro will use as a defense. Colombia’s future lies in a candidate that can distance himself from right and left, I believe also Rodolfo Hernandez could be a strong candidate for the presidency.
 
2
 
@Pilk111 cancelling more share...love it...they know what they got!!
 
0
 
@Ian____ This is awesome news. In 5 weeks, 709 000 shares bought back. This is almost half of the last repurchase plan. @Darcyslaw I also believe that GCM is mispriced with Guyana. I am not sure which catalyst at Toro will re-rate GCM, but the announcements thus far have not done it. I thought the enhancements and drilling would have at Segovia, too, but they have not. It looks at though GCM is stuck in a bit of a macro-environment hold (POG, elections pending) with key catalysts possibly (but maybe not) moving the needle. The fortunate news is that money is still being made despite SP. I think many of us can live with that.
 
0

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