Gran Colombia Gold (Seite 206)

[JamesMcFly]

Wäre der Goldpreis in normale Regionen (1000-1250k), dann würde GCM nichts verdienen und wäre sogut wie Pleite.

Der Markt scheint die Zahlen auch nicht so super zu finden.

Flz

[mjp584]

Caldas will, statt wie bisher 150 Millionen, nur noch 80 - 90 Millionen in Gold Notes aufnehmen. Sehe ich mal positiv...

[JamesMcFly]

Sieht nicht so schlecht aus, aber auch nicht besonders gut. Wieder mal ein ordentlicher Verlust eingefahren.
Und das Sprott hier ständig seine Aktien auf den Markt wirft, obwohl aus Goldpreissicht es nie bessere Zeiten gab, dass ist schon alles sehr seltsam.
Auch andere Insider verkaufen ja fleißig Aktien. Ich will nicht sagen, dass das zwingend zu tieferen Kursen führen wird. Aber sie würden nicht verkaufen,wenn sie von (stark) steigeneden Kursen ausgehen würden.
Aber der senstationelle Goldpreis zieht alle hoch, daher solls mir egal sein Wenn ich den Amigos meine noch 150k Stück zu 10 CAD verkaufen kann, wäre ich zufrieden.

Flz

[Haxe08]

Antwort auf Beitrag Nr.: 64.757.776 von mjp584 am 14.08.20 03:04:22

Viele positive Elemente.
Die Juli Produktion von Segovia stabilisiert sich bei 16500 Unzen..
Für H2 rechnet man mit 100K-105K Unzen nur von Segovia. Das wird Cash in die Kassen spülen...
Irritiert bin ich immer noch darüber, dass die Finanzergebnisse auch Marmato beinhalten..naja sie werden wissen warum..
Dividende auch nicht schlecht, vorerst wahrscheinlich nur um ein Zeichen zu setzen...0,2% ist ja nicht wirklich viel aber freut mich trotzdem sehr...
Die für GCM hohen AISC sind ausschließlich der niedrigen Produktion geschuldet und daher nur temporär..
Zumal sich diese ja auch auf die verkauften Unzen beziehen und es wurden von 48K produzierten Unzen lediglich 45K Unzen verkauft...sprich 3K auf Halde produziert..
Passt alles ich bin sehr zufrieden und jetzt auf das MD&A gespannt..

Grüße

[mjp584]

Adjusted net income (1) for the second quarter of 2020 was $17.5 million ($0.29 per share), up from $14.2 million ($0.29 per share) in the second quarter last year. For the first half of 2020, adjusted net income improved to $38.7 million ($0.66 per share) compared with $27.2 million ($0.56 per share) in the first half last year. The year-over-year improvement in adjusted net income for the second quarter and first half of 2020 largely reflects the positive impact of higher gold prices in 2020, partially offset by t


https://www.sedar.com/GetFile.do?lang=EN&docClass=7&issuerNo…

An den Guyana Aktien haben sie "nur" 3,1 Millionen verdient.

[mjp584]

Hier der richtige Text und Zahlen...

Second Quarter and First Half 2020 Highlights  In light of the Company’s continuing strong free cash flow generation, the Board of Directors has approved the initiation of the Company’s quarterly dividend program. The first quarterly dividend of CA$0.015 per common share will be paid on October 15, 2020 to shareholders of record as of the close of business on September 30, 2020.  Despite the challenges associated with the COVID-19 national quarantine in Colombia during the second quarter of 2020, mining operations continued at both Segovia and Marmato and the Company supported the local communities, providing medical equipment, supplies and sanitation kits to the local hospitals and groceries to families who have been economically affected by the COVID-19 crisis.  Gran Colombia’s gold production in the second quarter of 2020 of 48,228 ounces, down from 57,882 ounces in the second quarter last year, reflected the initial adverse impact of the COVID-19 quarantine on Segovia’s workforce in the first half of April. Protocols implemented by the Company facilitated increased availability of workers thereafter and production at Segovia returned to about 95% of normal. Gold production at Marmato in the second quarter of 2020 was only 62% of the second quarter last year as the quarantine had a greater impact on worker availability throughout the quarter. With a total of 104,475 ounces of gold produced in the first half of 2020, down from 118,483 ounces in the first half of last year, and another 18,111 ounces in July, the Company has updated its 2020 annual production guidance to a range between 218,000 and 226,000 ounces of gold.  Revenue amounted to $77.1 million in the second quarter of 2020, almost on par with the second quarter last year, as the 31% year-over-year improvement in spot gold prices increased the Company’s realized gold price to an average of $1,696 per ounce sold and compensated for the 24% lower gold sales volumes attributable to the COVID-19 impact on production. For the first half of 2020, revenue of $178.1 million was up 15% over the first half last year.  Total cash costs (1) per ounce averaged $713 per ounce in the second quarter of 2020 compared with $655 per ounce in the second quarter last year, reflecting the COVID-19 impact on production which increased fixed production costs on a “per ounce” basis. Higher spot gold prices increased production taxes by approximately $19 per ounce in the second quarter of 2020 compared with the same period last year and the Company incurred additional costs to implement the COVID-19 protocols required to protect the health and safety of its workers. For the first half of 2020, total cash costs averaged $686 per ounce compared with $638 per ounce in the first half last year.  All-in sustaining costs (“AISC”) (1) and All-in costs (1) were $1,045 per ounce and $1,114 per ounce, respectively, in the second quarter of 2020 compared with $878 per ounce and $903 per ounce, respectively, in the second quarter last year. The year-over year increase in these metrics can largely be attributed to new spending on G&A and social contributions in Caldas Gold and an increased level of non-sustaining capex for the Marmato Project. Similar to total cash costs per ounce, the lower production in the second quarter of 2020 also contributed to an increase in these “per ounce” metrics. For the first half of 2020, AISC and All-in costs averaged $954 and $1,034 per ounce, respectively, compared with $855 and 873 per ounce, respectively, in the first half last year.  The Company reported adjusted EBITDA (1) of $37.6 million for the second quarter of 2020, up 13% over the second quarter last year. For the first half of 2020, adjusted EBITDA totalled $88.0 million, up 29% over the first half last year. The Company’s trailing 12-months’ adjusted EBITDA at the end of June 2020 was $166.2 million, up 13% over 2019.  Net cash provided by operating activities in the second quarter of 2020 of $6.4 million, down from $18.2 million in the second quarter last year, reflected income tax payments in Colombia totalling $35.3 million compared with only $14.1 million in the second quarter last year. For the first half of 2020, net cash provided by operating activities was $38.2 million, up from $38.0 million in the first half last year.  Free Cash Flow (1) in the second quarter of 2020 was also impacted by the increased level of income tax payments compared with the second quarter last year. For the first half of 2020, Free Cash Flow amounted to $13.5 million, about $5.6 million lower than the first half last year due to an increased level of non-sustaining capital and exploration expenditures.  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.  Non-cash fair value changes in financial instruments totaling $35.4 million in the second quarter of 2020, largely driven by the Company’s 70% share price improvement, contributed to a net loss of $18.9 million ($0.27 per share) compared with net income of $0.8 million ($0.02 per share) in the second quarter last year. For the first half of 2020, the Company reported net income of $5.7 million ($0.13 per share) compared with $8.7 million ($0.18 per share) in the first half last year. The first half 2020 net income was net of a $16.7 million charge related to the Caldas Gold RTO Transaction.  Adjusted net income (1) for the second quarter of 2020 was $17.5 million ($0.29 per share), up from $14.2 million ($0.29 per share) in the second quarter last year. For the first half of 2020, adjusted net income improved to $38.7 million ($0.66 per share) compared with $27.2 million ($0.56 per share) in the first half last year. The year-over-year improvement in adjusted net income for the second quarter and first half of 2020 largely reflects the positive impact of higher gold prices in 2020, partially offset by the COVID-19 impact on gold sales volumes in the second quarter of 2020.  In July 2020, the Company announced high-grade intercepts from the latest 72 diamond drill holes totaling 10,523 meters (approximately 33%) of the 2020 in-mine and near-mine drilling programs at its Segovia Operations. At Carla, the Company’s fourth mine which is coming into production later this year, drilling intercepted high-grade mineralization down-dip below the existing underground mine development confirming a high-grade intercept from a prior drilling program. Results at Sandra K and El Silencio continue to increase the Company’s confidence in the potential to expand mineral resources at Segovia and add to the mine life for this project.
Caldas Gold is making progress in its action plans to build Colombia’s next major gold mine. On July 6, 2020, Caldas Gold announced the results of a Preliminary Feasibility Study (the “2020 PFS”) for its Marmato Project. On July 29, 2020, Caldas Gold completed a CA$50 million bought deal private placement of Special Warrants, of which Gran Colombia acquired CA$20 million to maintain its equity ownership above 50%. Caldas Gold is also finalizing a private placement offering of senior secured gold-linked notes expected to raise between $80 million to $90 million and completing a $110 million stream financing with Wheaton Precious Metals International Ltd., all of which will fund the planned expansion of mining operations into the Marmato Deep Zone (“MDZ”) commencing in the second half of this year. Selected Financial Information Second Quarter First Half 2020 2019 2020 2019 Operating data Gold produced (ounces) 48,228 57,882 104,475 118,483 Gold sold (ounces) 45,078 59,368 108,779 118,413 Average realized gold price ($/oz sold) $ 1,696 $ 1,293 $ 1,622 $ 1,296 Total cash costs ($/oz sold) (1) 713 655 686 638 AISC ($/oz sold) (1) 1,045 878 954 855 All-in costs ($/oz sold) (1) 1,114 903 1,034 873 Financial data ($000’s, except per share amounts) Revenue $ 77,134 $ 77,610 $ 178,110 $ 155,065 Adjusted EBITDA (1) 37,563 33,198 88,000 68,473 Net (loss) income (18,578) 768 5,677 8,671 Per share - basic (0.27) 0.02 0.13 0.18 Per share - diluted (0.27) 0.02 0.13 0.18 Adjusted net income (1) 17,504 14,164 38,736 27,179 Per share - basic 0.29 0.29 0.66 0.56 Per share - diluted 0.24 0.25 0.56 0.49 Net cash provided by operating activities (4) 6,431 18,217 38,242 38,035 Free cash flow (1) (4) (4,375) 7,751 13,456 19,028 June 30, December 31, 2020 2019 Balance sheet ($000’s): Cash and cash equivalents $ 87,749 $ 84,239 Gold Notes, including current portion – principal amount outstanding (2) 41,300 68,750 Convertible Debentures – principal amount outstanding (3) CA20,000 CA20,000 (1) Refer to “Non-IFRS Measures” on pages 24-29. (2) The Gold Notes are recorded in the Interim Financial Statements at fair value. At June 30, 2020 and December 31, 2019, the carrying amounts of the Gold Notes outstanding were $43.5 and $69.0 million, respectively. (3) The Convertible Debentures are recorded in the Interim Financial Statements at fair value. At June 30, 2020 and December 31, 2019, the carrying amount of the Convertible Debentures outstanding was $23.7 million and $21.1 million, respectively. (4) Net of income taxes paid of $35.3 million in the second quarter of 2020 ($14.1 million in the second quarter of 2019) and $42.6 million in the first half of 2020 ($30.4 million in the first half of 2019).

Outlook The Company started 2020 with the completion of two significant transactions in February. The CA$40 million non-brokered private placement that closed in early February which enabled the Company to deleverage its balance sheet and reduce its debt service costs with an early redemption at the end of March of 30% of the aggregate principal amount of the Gold Notes issued and outstanding. The spin-out in late February of the Marmato Mining Assets in Zona Baja into Caldas Gold set the stage for Caldas Gold to move forward with its financing of the expansion of the existing underground mining operation to incorporate the MDZ mineralization. Caldas Gold is nearing completion of the financing and is commencing execution of the PFS expansion plan in the second half of 2020. On March 11, 2020, the World Health Organization declared COVID-19 to be a global pandemic. Since then, actions taken globally in response to COVID-19 have interrupted business activities and supply chains; disrupted travel; contributed to significant volatility in the financial markets, impacted social conditions and adversely impacted local, regional, national and international economic conditions, as well as the labor market. In response, on March 25, 2020, the Colombian government implemented a national quarantine, which continues to remain in effect at this time. The Company immediately activated its business continuity program at its mine sites and implemented additional procedures to protect the health and safety of its workers. Employees in the Company’s Toronto and Medellin offices have been working remotely since March. The Company also responded to the needs of the local communities surrounding its operations by providing food, medical and sanitation supplies and masks. Despite the challenges associated with the COVID-19 national quarantine in Colombia, the Company has continued to operate its mines, albeit at a reduced production rate compared to normal, most notably at Marmato. Through the end of July 2020, the Company has produced a total of 122,586 ounces of gold. In light of its performance to date and the continuing COVID-19 situation, the Company has adjusted its 2020 annual production guidance to a range of 195,000 to 200,000 ounces of gold from Segovia and 23,000 to 26,000 ounces of gold at Marmato. At Segovia, the planned 2020 in-mine and near-mine infill drilling campaigns commenced in early January with six diamond drill rigs operating from purpose-built underground and surface drill stations and comprise a total of 159 drill holes totaling approximately 31,400 meters or about 70% of the total drilling program for this year. The execution of the planned drilling programs has been somewhat hampered by the restrictions resulting from the COVID-19 pandemic that has resulted in logistical difficulties and schedule disruptions. The other 30% of the planned drilling campaign for 2020 is focused on the regional exploration targets encompassing the 24 veins within the Segovia title not currently in production. As a result of COVID-19 limitations to access these areas, this portion of the program has been delayed until the second half of the year and the Company expects to complete approximately 50% of its original plan for these targets.  

[Haxe08]

Zuerst lese ich dividende und dann kommen die Zahlen von Q1..
Verdammt was geht denn da ab aber Dividende ist der Hammer:-)

[mjp584]

Also irgendwer hat hier beim veröffentlichten der Zahlen riesen Mist gebaut....first quater, second quater...was denn nun? 🤦‍♂️🤦‍♂️🤦‍♂️
Die Zahlen sind Bombe, plus Dividende...zumindest steht das in der Überschrift...ziemlich skurril...

[startvestor]

Antwort auf Beitrag Nr.: 64.742.353 von ernestokg am 12.08.20 22:23:38

Ich würde mal sagen, den Tradern gehört die Welt. Na ja, schon klar, lieber 100% an einem Tag als in 10 Jahren. Kolumbien hat große Probleme mit Corona, aber das dürften die Trader nicht wissen. Dass Sprott verkauft, machts natürlich auch long-Tradern schwer und für Shorties ist die Leihgebühr und die Verfügbarkeit ja wirklich paradiesisch (für die TSX).

Was solls, ich konnte wieder etwas einsteigen und kaufe gern bei 5,50 CAD nach.

[ernestokg]

Gran Colombia schon wieder abajo !!!

Obwohl Gold doch schon wieder über 2011 level !

Warum nur nutzen hier Rekord Gold Preise nix ???

Wer klärt mich auf ?