RE:Mgt expects 2022 production to be approximately 5% higherwell, it's not just a "forward" yield of 3.4% (closer to 3.2% using today's closing price), it's what GCM has actually paid out in dividends over the last 12 month....
(not suggesting any change in that at this point. steady as she goes on the divy is the best course of action right now - and will be for a while. any cash burning a hole in the pocket should be used for share buybacks.)