Aris Mining Corp T.ARIS

Why GCM isn't trusted and continually lags

[lumpy13]

The good news is that Caldas will now have the necessary money to expand and will have a real mgmt team.  Buying shares directly in Caldas may be a smart move.

On the GCM side they reduce their ownership from 53.5% to 45%, altho they'll subscribe C$19m in the Caldas PP.  

The bad news is that Serafino and his cronies make out like bandits, as they'll be replaced as mgmt of Caldas, triggering the change of control and getting US$8m in severance.  So GCM (and its shareholders) puts in C$19m and Serafino and his crew gets C$10m of it.  Amazing how they do this time and again.  

And we wonder why GCM price continually lags?

At least my bitcoin is over 90% up since early June.

[kkkrrr]

why you compare Bitcoin with Gold or Gold Companies ..thats absolutely nonsens ...      Gold goes up and down ..bitcoin goes up and down ...tesla goes  up , up , up ,up and sooner or later it will go down...    GCM lags? i bought GCM at 1.20 CAG (past re-split) and it rose up to 8 CAD ...    extremely outperformance...   &

[kkkrrr]

please substract GCM ownership in Caldas, Gold X , Western Atlas , ESV Resources (Zancudo) + Cash Balance from GCM marketcap ...     you will see the remaining value (Segovia) is very very low ...    and all 4 holdings have upside in valuation , GCM will exercise warrants of all these companies from own cashflow and raise value ....     &

[lumpy13]

kkkrrr:  I've been in GCM for 3 years and made some nice money.  I, too, used to also pump GCM as being extremely undervalued.  It's always been (and until Serafino and crew are gone) will probably continue to be undervalued.  Why?  They use GCM as their personal piggy bank.  They're not trusted or more people would be buying and the share price would grow

[kkkrrr]

ok, i think the same ;) .... but thats the reason i sold  more as the half of my position between 6-8 CAD ...   from fundamental standpoint its undervalued here ...   now all assets (excluding Segovia) are spun-out.. GCM acts like a holding...   could be a wise decicion because management are no real miners (handling more mines at the same time) ...  

[invest234]

i think a large part of the lagging this year is the bots think gcm is losing money, as well as new investors looking at financial sites showing gcm losing money, all because of the large non-cash loss. in the previous year financial sites were showing low p/e positive earning, and gcm share price was rising with gcm making the tsx30 list of best performing companies, so gcm share price was not

[kkkrrr]

Segovia regional exploration just started weeks ago ...some good drill-holes from there and the SP will rise of confindence of longe minelife ...  all other events are additional ...   the stakes in Caldas,Gold X and others will rise in value over time ... with cashflow they will exercise the cheap warrants if needed ;) ...  huge additional cash -inflow from GCM-Warrants too ..

[Hanseatic]

In my view the tripling of the dividend and an the buyback of close to 0.6m shares in the last two months are strong signals of a change in attitude. Should they really manage to buyback a large share of the highly dilutive and unneccessary February capital increase (made me sell my complete holding) at around 6CAD that would be a great achievement in light of the gold price increase and strong

[Barkis]

Taking the time to understand things as well  "market" behaviour is the way to go. December gold contract and related options expire soon. There are probably some positions around $1800 that had to be checked.   https://www.youtube.com/watch?v=i1PpTXtlnb0

[tsoprano24]

"kkkrrr:  I've been in GCM for 3 years and made some nice money.  I, too, used to also pump GCM as being extremely undervalued.  It's always been (and until Serafino and crew are gone) will probably continue to be undervalued.  Why?  They use GCM as their personal piggy bank.  They're not trusted or more people would be buying and the share price

[Wayned52]

  T  ,  everything was going great until that last line . Then you lost me . Also , what are your thoughts on  " toxic bob "  Friedland sneeking in the back door ?   He will mop the floor with our management , given a little time . He is far past ruthless . 

[tsoprano24]

Wayne, my last line referred to why I think we stay undervalued. My belief is the deals are hard to comprehend and generally end with some insider making a good deal of money while shareholders are told to wait till this deal matures down the line. The stink I refer to is theses supposed experts that we can't seem to wipe off the bottom of our shoes like Sprott and Guistra. From what I can

[tsoprano24]

Wayne, forgot to add I have no opinion of Freidland. Know the name and realize he has lots of experience. Not sure how shareholders did with his companies. I spent twenty years as a stockbroker and never bought a single gold or oil stock. Now in retirement they probably represent 65-70% of my portfolio. So I have been catching up for past 7 years give or take. I spend a lot of time reading message

[Wayned52]

T ,  I have said a few times before that their deals are mind numbing . But then the deals of most junior miners are . That`s how they look after themselves .  As for Bob Friedland , Sprott and Giustra are amateurs . He is like a wolf in amongst the sheep and now he has a solid foothold in South America .       Gold will go up because the US is a mess . China is