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Bullboard - Stock Discussion Forum Aris Mining Corp T.ARIS

Alternate Symbol(s):  T.ARIS.WT.A | CLGDF | 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... see more

TSX:ARIS - Post Discussion

Aris Mining Corp > ROADSHOW
View:
Post by CryptoMarkets25 on Aug 04, 2021 9:44am

ROADSHOW

*** NEW ISSUE: Gran Colombia Gold Corp US$300mm (WNG) 5NC2
Notes – IPTs Low 7%s ***
 
Issuer:                                     Gran Colombia Gold Corp (TSX: GCM)
Expected Rating*:                   B+ (stable) / B+ (stable) (S&P / Fitch)
Currency:                                US Dollar
Format:                                   144A / Reg S
Ranking:                                 Senior Unsecured Notes 
Size:                                         US$300 million (WNG)
Tenor:                                     5NC2
Maturity:                                 August 9th, 2026
IPTs:                                       “Low 7%s”
Optional Redemption:             Make-Whole Call; Withholding Tax Par Call; Equity Clawback; High Yield Call Schedule starting on year 2
Use of Proceeds:                      Fund the development of Guyana operations, prepay the Gold-Linked Notes, and general corporate purposes (see Offering Memorandum)
Denominations:                       US$200,000 x US$1,000
Expected Listing:                    Singapore Stock Exchange (“SGX-ST”)
Clearing:                                 Euroclear / Clearstream
Expected Settlement:               August 9th, 2021 (T+3)
Marketing:                              Preliminary Offering Memorandum 
URL: https://dealroadshow.com
Deal Roadshow:                      Entry Code: GCM2021
Direct Link: https://dealroadshow.com/e/GCM2021
Joint Bookrunners:                 BofA Securities, Canaccord Genuity and Morgan Stanley
Governing Law:                      State of New York 
Expected Timing:                    Today’s business day (August 4th, 2021)
 
 
 
*A rating is not a recommendation to buy, sell or hold securities and may be subject to suspension, revision or withdrawal at any time. Each rating should be evaluated independent of each other rating.
 
This announcement is not an offer, solicitation or sale of securities in the United States or any other state or jurisdiction, and there shall not be any offer, solicitation or sale of securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. The securities described in this announcement will only be offered to “qualified institutional buyers” as defined in Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), or to non-U.S. persons in offshore transactions outside the United States in accordance with Regulation S thereunder. The securities have not been and will not be registered under the Securities Act, or any state securities laws, and may not be offered or sold in the United States or to U.S. persons absent registration or an applicable exemption from the registration requirements.
 
This announcement is not an offer, solicitation or sale of securities in any province or territory of Canada, and there shall not be any offer, solicitation or sale of securities in any province or territory in which such offer, solicitation or sale would be unlawful prior to qualification pursuant to a prospectus or an applicable exemption from the prospectus requirement under applicable Canadian securities laws of any such province or territory. The securities described in this announcement will only be offered to “accredited investors” who are also “permitted clients” (as each term is defined under applicable Canadian securities laws) in Canada. The securities have not been and will not be qualified pursuant to a prospectus under applicable Canadian securities laws, and may not be offered or sold in any province or territory of Canada absent qualification by a prospectus or an applicable exemption from the prospectus requirement.
 
In member states of the European Economic Area ("EEA"), this announcement is directed only at persons who are "qualified investors" within the meaning of Regulation (EU) 2017/1129.  In the United Kingdom ("UK"), this announcement is directed only at persons who are "qualified investors" within the meaning of Regulation (EU) 2017/1129. No EU PRIIPS or UK PRIIPs key information document has been prepared as the securities will not be available to retail investors in the EEA or the UK.
 
This communication is being distributed to, and is directed only at, persons in the UK in circumstances where section 21(1) of the Financial Services and Markets Act 2000, as amended, does not apply.
 
SFA Product Classification - the Issuer has determined, and hereby notifies all relevant persons (as defined in Section 309A of the SFA) that the Notes are "prescribed capital markets products" (as defined in the Securities and Futures (Capital Markets Products) Regulations 2018)."
 
ANY DISCLAIMERS OR OTHER NOTICES THAT MAY APPEAR BELOW ARE NOT APPLICABLE TO THIS COMMUNICATION AND SHOULD BE DISREGARDED. SUCH DISCLAIMERS OR OTHER NOTICES WERE AUTOMATICALLY GENERATED AS A RESULT OF THIS COMMUNICATION HAVING BEEN SENT VIA BLOOMBERG OR ANOTHER EMAIL SYSTEM.
 
 
Comment by Brioche on Aug 04, 2021 9:53am
That means no hope with zihin ...unfortunatly. 
Comment by Brioche on Aug 04, 2021 9:55am
But at the same time we have not the new pes/pfs .
Comment by menoalittle on Aug 04, 2021 11:20am
>> But at the same time we have not the new pes/pfs . ah... not yet anyways.  then again, neither has the roadshow started... lol.
Comment by invest234 on Aug 04, 2021 10:22am
low 7% is far far lower than the amount they pay on the gold notes. they can immediately eliminate the gold notes and replace it with this lower interest rate and get a saving. is the wheaton stream locked in, or can they renegotiate the stream since they are new company owners and have not fully used the stream yet? it would be a big improvement if they just used this low 7% interest debt and ...more  
Comment by Brioche on Aug 04, 2021 10:30am
The agrement with wheaton ends at the end of this y . Doesn't mean it will not be renewed.
Comment by invest234 on Aug 04, 2021 10:50am
then that means they have opportunity to renegotiate from a stronger position than goldx which did not have cashflow. if i were them, i would just use accumulated segovia cash and the 7% debt.
Comment by menoalittle on Aug 04, 2021 11:15am
well, the more I think about it, I actually do very much like the sound of this deal... for quite a good number of reasons...  and perhaps I shouldn't be all that surprised by the market's inability to react more positively to it... but, I am, as I see this as an excellent (and downright exciting) development.
Comment by gottschlich on Aug 04, 2021 11:37am
I very much like that idea and hope that GCM will succeed financing Toroparu completely and solely based on the US$300 million Senior Unsecured Notes at 7.x % p.a. between now and August 9th, 2026. Keeping Wheaton completely out would reward from LoM year 5 on... OK, we do not know the outcome of the expected Toroparu PFS - but if GCM can manage the costs very well, they might prevent ...more  
Comment by clubhouse19 on Aug 04, 2021 11:58am
Such a great deal ?? So much so that the share dropped 2.5 percent.
Comment by Brioche on Aug 04, 2021 12:06pm
Gotti 2 remarks  1) goldx ( sandspring ) has already obtained 15mil from wheaton 4 or 5 y ago .  2) without wpm , the capex jumps to 378 mil usd.  Impossible to refund the remaing g.notes. The 300 mil asked cover the  272 capex with wpm and the remaining 18 mil g.notes. On a positive note , the new pfs should be better .
Comment by invest234 on Aug 04, 2021 12:18pm
serafino said in interview that they were considering a separate smaller pit which includes the 4km high grade underground with 7500 tpd with lower initial cost of ~$300 mil. they still can renegotiate with wheaton for a smaller better deal. goldx with no cashflow and no B+ rating to obtain cheap debt did not have much choice.
Comment by menoalittle on Aug 04, 2021 12:26pm
>> they still can renegotiate with wheaton for a smaller better deal.  agreed.
Comment by kkkrrr on Aug 04, 2021 4:39pm
no.. there is the Wheaton deal + the new 300 million USD ...  there are some expenses in front of a construction decision ...  FS-Costs , building the new road (50km) ...  i like the deal, real low intrest rates
Comment by Wayned52 on Aug 04, 2021 6:54pm
With GCM you have to be a long hauler . Toropura may take up to 2 years till we see gold poured . But we have been waiting years up till now , what`s a few more . Sprott really kicked us in the nuts or we would be in a far better position today . I cry over spilt milk .
Comment by clubhouse19 on Aug 04, 2021 7:08pm
You were more likely kicked in the nuts by Management due to how they handled the goldx deal
Comment by menoalittle on Aug 04, 2021 12:24pm
>> Impossible to refund the remaing g.notes. how ridiculous.  there's a mere 18 million left outstanding.
Comment by Brioche on Aug 04, 2021 1:01pm
Yes right , may be impossible was not the right word .but that' s was in response to gotti about wpm .  18 mil plus paying full capex  ( considering the old pea) do not match the 300 mil asked.  That's why i suspect wpm will be on board to let more space for gcm  to repay the g.notes . ( which is also written as use of proceeds )  Now there are many parameters we ...more  
Comment by invest234 on Aug 04, 2021 12:45pm
if they raise $300 mil in 7% debt, that already pays for the entire toro project with smaller pit. the remaining debt is easily covered by the huge free cash they get in the 2nd half without needing to pay the big taxes in q2. currently it is already aug. in q3 and they are generating huge free cash as we speak. last year q3 they had $50 mil in free cash. market should be anticipating this soon ...more  
Comment by satchmo6 on Aug 05, 2021 7:19pm
not roadshow---a circus--that, when the tent gets blown down----its everybody for-themselves
Comment by invest234 on Aug 04, 2021 12:06pm
when the people/institutions see the roadshow and do their dd on gcm, they will see how crazy undervalued gcm is and buy shares too ;-)
Comment by clubhouse19 on Aug 04, 2021 12:11pm
I duess you really don't know how it works.    They will be making at least 7 % guaranteed and you think they'll buy shares ,,,keep on drinking that kool-aid
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