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Gran Colombia Gold Corp. (TPRFF)

Other OTC - Other OTC Delayed Price. Currency in USD
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4.1137+0.0338 (+0.83%)
At close: 3:59PM EDT
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  • K
    KG
    https://youtu.be/EOHg0W6gaK0
    GCM is mentioned in this video.
    These are two stocks I bought in September 2021, thought I'd share with all of my subscribers and viewers :) Hope you got value out of it!#EnergyStocks#GoldS...
    These are two stocks I bought in September 2021, thought I'd share with all of my subscribers and viewers :) Hope you got value out of it!#EnergyStocks#GoldS...
    www.youtube.com
  • r
    ramjam
    When are Q3 earnings?
  • A
    Andrew
    Insider bought $65,000 of shares
    Bullish
  • P
    Pablo
    Jumped on board recently, numbers are compelling, will be re-rated as they execute plans and CEO has a great track record
    Bullish
  • d
    dag
    thinking of buying on a dip is it better for a us citizen to buy on toronto or other otc exchange
  • J
    Johnny B
    Another great Q. Argonaut, which I own a lot of, produces about the same and market cap is almost double. When sentiment is low, in good company’s , that’s when you buy. Most people do the opposite.
  • B
    Benoit
    Trading at 1.6x foward EBITA ... Dirt cheap.
  • F
    Four-buck- Chuck
    A question for the millennials....

    Are you a gold believer or crypto believer?. I am an old guy and would rather carry around a bitcoin over 33 oz. of gold, just saying times they are a changing
  • D
    Digital
    So they have raised 300mm of debt to build toroparu and pay down the remainder of the gold notes. For those willing to hold on this is beginning to look very good now. Someone seems to be very effective in keeping a lid on price abs sniffing out any attempts to rally, but we can wait
  • J
    Johnny B
    Doubled my holdings today on this dip. Will gladly collect the dividend until it’s re-rated . I’m an investor, not a get rich quick trader , I sleep well with this name.
  • b
    better
    $AUY conversation
    The perfect storm of 'tailwinds' for a higher gold price and higher prices for miners:

    - more stimulus coming in every country of the world
    - likely Democratic win in US election means lots more US money-printing
    - negative bond yields
    - rich equity valuations
    - low energy costs
    - US-China trade war
    - Trump sending troops into American streets
    - Israel hitting Iran w/ rockets
    - Lebanon and Venezuela collapsing leading to regional instability
    - declining gold production since 2012
    - supply squeeze from Q2 mine shutdowns
    - big gap in company valuation per ounce of gold produced for majors, mid-tiers, and juniors suggesting a busy M&A season is just around the corner

    what am I missing?

    #NEM #AUY #GPL #TPRFF #FGOV #LRTNF #TDRRF
    Bullish
  • r
    ramjam
    Any love for this company? At $1700/oz gold prices the Segovia mine will produce annual free cash flow around 187mil, Marmato will soon be producing upwards of 50mil free cash flow for GCM. These are the most undervalued cash flows I can see in the entire stock market! Am I missing something here? Roughly 245 million in free cash flows at a valuation of 273 million USD!
  • J
    Johnny B
    Got in today. Was ticked I didn’t buy last fall and said If it ever got below $5.50 again , I’d take a 1/2 full position. Most undervalued gold name I follow.
    Bullish
  • C
    Callum
    Not happy about the 44% premium they are paying for gold x. They have essentially diluted a very profitable asset and all their equity holdings to aquire an decent asset that they almost certainly could have picked up through a merger of equals at a 0% premium given that the toroparu asset was going nowhere on its own.
    Neutral
  • r
    ramjam
    Good earnings! Low free cash flow, but that will be back to normal going forward, especially with Aris being fully spun off, no more of those large upfront new-mine cap expenditures for Marmato. Operations are steady which is fantastic, the debt is being absolutely vaporized, and the summer months will be exciting with Segovia drill results and the finalizing of Gold X purchase.
  • b
    better
    $AUY conversation
    New ATH is in! We just smashed through the 2011 record w/ confidence and w/o slowing down for one minute! Cheers to all of the longs who are watching tonight!

    My Favorite Major Producer: #NEM
    Producers w/ Re-Rating Potential: #AUY #GPL #TPRFF
    Mine Starting-up Later this Year: #LRTNF
    Exciting Exploration Stories: #TDRRF #FGOV
    Bullish
  • b
    better
    Based on the 2nd quarter earnings call:
    * the Company has upgraded its 2020 annual production guidance to a range between 218k - 226k ounces of gold (this is an increase from the prior consensus estimate of 210k ounces; with 104k ounces produced in H1, this means 114k-122k ounces will be produced in H2)
    * The AISC has risen slightly w/ covid and shutdowns, but this appears to be a one-time hit, and at $1,045 per ounce in H1 it continues to be very attractive relative to other gold mines globally
    * Based on my quick calculations, with this production guidance and ASIC, the Company could recognize $215m++ of revenue and $100m++ of earnings in the second half of 2020! wow!)
    * The company has declared a dividend for the first time, and in the call with management they discussed the potential to increase the dividend in the future with all of the cash they are hauling in
    * According to the call with management, the Company is on track to increase tonnage of ore processed by approx. 20% at two of its plants in H2
    * The Company is on track to build Colombia’s next gold mine, Caldas Gold, which will also increase production in the future
    * The Company’s balance sheet remained solid with total cash of $87.7 million at the end of June 2020 and further reduction in the aggregate principal amount of Gold Notes outstanding to $41.3 million; once the Gold notes are paid down the Company will become more profitable

    The company is severely undervalued relative to its production and growth in production and earnings ahead. If it were valued like #GOLD or #NEM then then 220k ounces of production would be valued at $2.2B. Instead, it trades at a market cap of $300m. Thus, there is enormous re-rating potential.

    Buy, buy, buy!
    Bullish
  • L
    Lord
    Why is the stock price down today dispite higher gold price ?
  • C
    Callum
    ~100M in net cash, ~150M in investments, ~200M pa free cash flow and a ~3% dividend. That accounts for their entire market cap. Discounted as its a single asset producer in Colombia (a decent jurisdiction, but a troubled past). Very, very good risk-reward ratio in my opinion.
  • A
    Ajoob
    I am bullish on the company, it seems undervalued and I hold a position. I want to hear people’s take on management, Iacono serafino own both debt from the company and stock. They also seem to get allot of options compensation.
    Bullish
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