Gran Colombia Gold (Seite 236)
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Die Guyana Aktionäre werden entscheiden, ob sie zu GCM oder SVM wollen. SVM könnte sein Angebot auch nachbessern, zu vergleichbaren Konditionen wie GCM.
Ich finde die GCM-Idee zwei Minen in Guyana zu kaufen interessanter wegen der Synergieeffekte. Aber falls SVM es schafft Guyana zu übernehmen, bin ich skeptisch was GCM mit Gold X Mining anfangen soll (keine Synergien), es sei denn sie wollen es später SVM zu einem höheren Preis anbieten.
Wenn GCM bei Gold X Mining abspringt, weil SVM sich Guyana geschnappt hat, bin ich mir fast sicher, dass sich SVM dann auch um Gold X Mining bewirbt.
Ich finde die GCM-Idee zwei Minen in Guyana zu kaufen interessanter wegen der Synergieeffekte. Aber falls SVM es schafft Guyana zu übernehmen, bin ich skeptisch was GCM mit Gold X Mining anfangen soll (keine Synergien), es sei denn sie wollen es später SVM zu einem höheren Preis anbieten.
Wenn GCM bei Gold X Mining abspringt, weil SVM sich Guyana geschnappt hat, bin ich mir fast sicher, dass sich SVM dann auch um Gold X Mining bewirbt.
Nun kommt Action rein mit dem unfähigen Guyana Management:-). Aus meiner Sicht wird Gran Colombia sowieso ein Gewinner sein:
1. SVM wird Guyana kaum für 0.60 Cents kriegen, dafür sind die Aktionäre nicht bereit
2. Falls SVM Guyana übernehmen kann, werden sie evtl. auch noch eine Übernahme für GLDX zu einem höheren Preis abgeben da die reine Untergrund-Mine dort zu riskant ist (Permits und nicht genügend Material vorhanden)
Somit: Entweder kriegt GCM diese beiden Firmen und bezahlt sehr sehr sehr wenig für über 10 Mio Unzen. Oder: GCM kriegt einen guten Preis für GLDX und wird schön abkassieren für die rund 30% Beteiligung inkl. Optionen.
Das einzig Schlechte wäre, falls GCM die Offerten noch massiv nachbessern müsste. Bei GLDX sollte dies nicht der Fall sein danke deren 30% Beteiligung und dank Vorgesprächen mit den aktuellen Entscheidungsträger. Falls GUY noch etwas mehr kostet, wäre dies aus meiner Sicht keine Katastrophe da ja die Verarbeitungsanlage allein mehr Wert haben sollte als 150 Mio CAD.
1. SVM wird Guyana kaum für 0.60 Cents kriegen, dafür sind die Aktionäre nicht bereit
2. Falls SVM Guyana übernehmen kann, werden sie evtl. auch noch eine Übernahme für GLDX zu einem höheren Preis abgeben da die reine Untergrund-Mine dort zu riskant ist (Permits und nicht genügend Material vorhanden)
Somit: Entweder kriegt GCM diese beiden Firmen und bezahlt sehr sehr sehr wenig für über 10 Mio Unzen. Oder: GCM kriegt einen guten Preis für GLDX und wird schön abkassieren für die rund 30% Beteiligung inkl. Optionen.
Das einzig Schlechte wäre, falls GCM die Offerten noch massiv nachbessern müsste. Bei GLDX sollte dies nicht der Fall sein danke deren 30% Beteiligung und dank Vorgesprächen mit den aktuellen Entscheidungsträger. Falls GUY noch etwas mehr kostet, wäre dies aus meiner Sicht keine Katastrophe da ja die Verarbeitungsanlage allein mehr Wert haben sollte als 150 Mio CAD.
Guyana Goldfields Rejects Unsolicited Gran Colombia Acquisition Proposal and Reaffirms Commitment to Transaction with Silvercorp Metals
https://www.guygold.com/News/News-Details/2020/Guyana-Goldfi…
https://www.guygold.com/News/News-Details/2020/Guyana-Goldfi…
https://seekingalpha.com/article/4347029-gran-colombia-golds…
Summary
-Gran Colombia Gold wants to merge with Gold X and Guyana Goldfields to create a new South America-oriented mid-tier gold producer.
-The new company would produce around 275,000 toz gold this year, with an aim to grow to more than 500,000 toz per year in the near term.
-The new company would have measured, indicated, and inferred resources of more than 26.5 million toz gold.
-Gran Colombia has identified synergies of around $200 million, if Aurora and Toroparu are merged into one project.
-The pro-forma market capitalization of the new company is around $400 million, which leaves a significant space for re-rating.
........
The newly created company should also have a higher debt capacity, a cash position of more than $100 million, and a pretty respectable resource base of more than 26.5 million toz gold (table above). As the current Gran Colombia's share price is $4.25 and its market capitalization is $241 million, and Gran Colombia should create around 60% of the new company, the new company has a pro-forma market capitalization of approximately $402 million. At this market capitalization, the market would attribute to resources of the new company a value of only $15.17/toz. It leaves a lot of space for re-rating.
Conclusion
Gran Colombia's plan looks good. Gran Colombia's shareholders will gain exposure to another two big long-life gold mines (Aurora, Toroparu). Gold X's shareholders will finally see Toroparu developed, as Gran Colombia has the capacity to finance it. Moreover, they will immediately get exposure to producing gold mines (Segovia, Aurora, Marmato). And Guyana Goldfields' shareholders will end up with a more diversified gold producer with significant growth potential. Moreover, they will get paid 50% more than from Silvercorp. We will see how the situation plays out, but on paper, the proposal looks really good.
Summary
-Gran Colombia Gold wants to merge with Gold X and Guyana Goldfields to create a new South America-oriented mid-tier gold producer.
-The new company would produce around 275,000 toz gold this year, with an aim to grow to more than 500,000 toz per year in the near term.
-The new company would have measured, indicated, and inferred resources of more than 26.5 million toz gold.
-Gran Colombia has identified synergies of around $200 million, if Aurora and Toroparu are merged into one project.
-The pro-forma market capitalization of the new company is around $400 million, which leaves a significant space for re-rating.
........
The newly created company should also have a higher debt capacity, a cash position of more than $100 million, and a pretty respectable resource base of more than 26.5 million toz gold (table above). As the current Gran Colombia's share price is $4.25 and its market capitalization is $241 million, and Gran Colombia should create around 60% of the new company, the new company has a pro-forma market capitalization of approximately $402 million. At this market capitalization, the market would attribute to resources of the new company a value of only $15.17/toz. It leaves a lot of space for re-rating.
Conclusion
Gran Colombia's plan looks good. Gran Colombia's shareholders will gain exposure to another two big long-life gold mines (Aurora, Toroparu). Gold X's shareholders will finally see Toroparu developed, as Gran Colombia has the capacity to finance it. Moreover, they will immediately get exposure to producing gold mines (Segovia, Aurora, Marmato). And Guyana Goldfields' shareholders will end up with a more diversified gold producer with significant growth potential. Moreover, they will get paid 50% more than from Silvercorp. We will see how the situation plays out, but on paper, the proposal looks really good.
...gibt es ein Zeitfenster bis wann das Angebot von GCM steht? - Besser gesagt, wann werden wir wissen ob Deal durchgeht oder nicht?
Trading Spotlight
Antwort auf Beitrag Nr.: 63.644.248 von Global-Player83 am 12.05.20 11:56:11es lohnt sich auf jeden Fall Gold X im Depot zu haben SVM sollten diese nun auch übernehmen falls es GCM nicht tut... Gold X ist unabhängig davon ob der gesamte Deal klappt oder nicht im Spiel ... Toroparu liefert das Erz für Aurora + Aurora-Underground ... enorme Synergien, viel weniger Capex , nur ca 10-15 Mio USD für eine Strassenverbindung der beiden Deposits... Paul Matysek (CEO Gold X)hat mal wieder super Artbeit geleistet als Vordenker...
...nun muss man nur hoffen das es keinen ausschweifenden Bieterkrieg um GUY gibt...
...nun muss man nur hoffen das es keinen ausschweifenden Bieterkrieg um GUY gibt...
Antwort auf Beitrag Nr.: 63.654.178 von mjp584 am 12.05.20 22:33:23super Beitrag! ...ich hoffe diese Übernahme klappt..so viele Synergien ..falls es nicht klappt hab ich seit vorgestern wieder Gold X-Aktien nachgekauft 
...
GCM-GLDX-GUY ..WIN-WIN-WIN für alle))
...GCM-GLDX-GUY ..WIN-WIN-WIN für alle
))
Free Whisper - May 13 2020
GOLD MARKET HEATS UP WITH FIRST HOSTILE BID OF THE YEAR
The gold sector is heating up—the Market saw its first hostile takeover move of 2020 this week.
Colombian gold producer Gran Colombia (GCM-TSX) announced a plan to consolidate two juniors in nearby Guyana—Gold X Mining Corp (GLDX-TSX), which is friendly—and Guyana Goldfields (GUY-TSX) which is hostile. GCM already owns 22% of GLDX and 5% of GUY.
Silvercorp (SVM-TSX) announced a bid for Guyana on April 27 worth 60 cents or 0.119 shares of Silvercorp. Gran Colombia’s bid is 90 cents per share.
If successful, the 3 way merger would have 275,000 oz of annual gold production, a quick path to 500,000 oz and $100 million cash. Gran Colombia and Goldx say it would also create about $200 million in synergies between GUY’s Aurora Mine and GLDX’s 7.3 million ounce Toroparu deposit—which is only 50 km away.
Guyana Goldfields has only said they received the bid. Silvercorp has made no comment so far.
I think it’s a brilliant move by Gold X CEO Paul Matysek. He has made the synergies between Gold X and Guyana so obvious--so even if this proposed merger doesn’t consummate, he has made Silvercorp very aware of how much sense it makes for them to next take out Gold X. It will put Matysek out of a job though.
It makes sense for these two assets to be together. What you have here is a mill without a mine (GUY) and a mine without a mill (GLDX). Toroparu’s ore has similar metallurgy to Aurora, and could feed the Carbon-In-Leach (CIL) plant there.
If Gran Colombia is successful and the two acquisitions close, the new team will move the production timetable forward on its 7.3 million ounce Toroparu asset by ~2 years and get there with far less capital—by trucking their ore to Guyana’s operating Aurora mine some 50 km away.
Source: Gold X Investor Presentation
Second, the issues with the Aurora Mine have revolved around getting enough high-quality ore to the mill. While the mine has had plenty of problems, there appears to be nothing wrong with the infrastructure.
Guyana spent well over $200 million building out this infrastructure over the last 5 years. Replicating it now would cost even more.
In the December Pre-Economic Assessment for Toroparu, capex was estimated at $360 million. But processing that ore at Aurora means much of that expenditure is not needed.
Instead, a road will be built to truck ore from Toroparu to Aurora – this will cost around $11 million. There will be an expansion of the mill, and the upfront Toroparu mine development. The total capital required will be far less than a greenfield operation.
Together Toroparu and the Aurora underground can feed the mill. With the pressure off Aurora to “fill the mill”, the focus can be on grade and development. There is a chance that the Aurora mine can more quickly get back on its feet.
Matysek estimates that Toroparu could be producing through the Aurora mill within 12 months.
In a brief interview Monday, Matysek said that combining Toroparu with Aurora was always the obvious choice –at first he just did not know how to do it.
The problem is Gold X simply hasn’t had the balance sheet to cover an acquisition like Guyana.
That is where Gran Colombia comes in.
Gran Colombia appears to be operating as the piggybank of the transaction. They clearly see the synergies that I described above, they already own 20% of Gold X and 5% of Guyana, and they have the balance sheet to both make the deal happen and bring Toroparu into production.
But this is a hostile takeover – and that is where it really gets interesting.
We have not yet heard from Guyana Goldfields – or Silvercorp (SVM-TSX).
The bid from Gran Colombia comes on the heels of a bid from Silvercorp two weeks ago. The Gran Colombia bid of 90c for Guyana (based on Friday’s close) came in 50% higher than the Silvercorp bid of 60c per share.
When Silvercorp announced the acquisition of Guyana, it was not clear to me what they planned to do with it.
That makes me wonder whether this bid will put the bug in Silvercorp’s ears. The synergies between Toroparu and Aurora are just so obvious.
Full Disclosure: I’ve been long GLDX since $1.68 back in April.
The synergies remind me of another big winner I bought on similar news. When Teranga Gold (TGZ-TSX) acquired the Massawa gold project from Barrick (GOLD-NYSE) they were essentially doing the same thing in reverse. Teranga had the mill and was buying a big undeveloped high grade gold deposit.
The Market LOVED that deal—Teranga raised $140 million, and the stock went from $6 - $11.
Gold X has been a winner for me and subscribers so far—up 60% in less than a month before this deal was announced.
So far, the market sees this deal a little differently. Both Gran Colombia and Gold X saw their stocks fall throughout the day.
On the surface the acquisition looks like a modest premium for Gold X. Gran Colombia (which already holds 22% of Gold X) will acquire the remaining 78% of the company at a share exchange ratio of 0.500. It is a 15% premium on Friday’s close and no premium at all after the hit today.
The only thing for sure right now is that the Market is expecting gold prices to go higher, and management teams are getting their deals done now to take advantage of it.
GOLD MARKET HEATS UP WITH FIRST HOSTILE BID OF THE YEAR
The gold sector is heating up—the Market saw its first hostile takeover move of 2020 this week.
Colombian gold producer Gran Colombia (GCM-TSX) announced a plan to consolidate two juniors in nearby Guyana—Gold X Mining Corp (GLDX-TSX), which is friendly—and Guyana Goldfields (GUY-TSX) which is hostile. GCM already owns 22% of GLDX and 5% of GUY.
Silvercorp (SVM-TSX) announced a bid for Guyana on April 27 worth 60 cents or 0.119 shares of Silvercorp. Gran Colombia’s bid is 90 cents per share.
If successful, the 3 way merger would have 275,000 oz of annual gold production, a quick path to 500,000 oz and $100 million cash. Gran Colombia and Goldx say it would also create about $200 million in synergies between GUY’s Aurora Mine and GLDX’s 7.3 million ounce Toroparu deposit—which is only 50 km away.
Guyana Goldfields has only said they received the bid. Silvercorp has made no comment so far.
I think it’s a brilliant move by Gold X CEO Paul Matysek. He has made the synergies between Gold X and Guyana so obvious--so even if this proposed merger doesn’t consummate, he has made Silvercorp very aware of how much sense it makes for them to next take out Gold X. It will put Matysek out of a job though.
It makes sense for these two assets to be together. What you have here is a mill without a mine (GUY) and a mine without a mill (GLDX). Toroparu’s ore has similar metallurgy to Aurora, and could feed the Carbon-In-Leach (CIL) plant there.
If Gran Colombia is successful and the two acquisitions close, the new team will move the production timetable forward on its 7.3 million ounce Toroparu asset by ~2 years and get there with far less capital—by trucking their ore to Guyana’s operating Aurora mine some 50 km away.
Source: Gold X Investor Presentation
Second, the issues with the Aurora Mine have revolved around getting enough high-quality ore to the mill. While the mine has had plenty of problems, there appears to be nothing wrong with the infrastructure.
Guyana spent well over $200 million building out this infrastructure over the last 5 years. Replicating it now would cost even more.
In the December Pre-Economic Assessment for Toroparu, capex was estimated at $360 million. But processing that ore at Aurora means much of that expenditure is not needed.
Instead, a road will be built to truck ore from Toroparu to Aurora – this will cost around $11 million. There will be an expansion of the mill, and the upfront Toroparu mine development. The total capital required will be far less than a greenfield operation.
Together Toroparu and the Aurora underground can feed the mill. With the pressure off Aurora to “fill the mill”, the focus can be on grade and development. There is a chance that the Aurora mine can more quickly get back on its feet.
Matysek estimates that Toroparu could be producing through the Aurora mill within 12 months.
In a brief interview Monday, Matysek said that combining Toroparu with Aurora was always the obvious choice –at first he just did not know how to do it.
The problem is Gold X simply hasn’t had the balance sheet to cover an acquisition like Guyana.
That is where Gran Colombia comes in.
Gran Colombia appears to be operating as the piggybank of the transaction. They clearly see the synergies that I described above, they already own 20% of Gold X and 5% of Guyana, and they have the balance sheet to both make the deal happen and bring Toroparu into production.
But this is a hostile takeover – and that is where it really gets interesting.
We have not yet heard from Guyana Goldfields – or Silvercorp (SVM-TSX).
The bid from Gran Colombia comes on the heels of a bid from Silvercorp two weeks ago. The Gran Colombia bid of 90c for Guyana (based on Friday’s close) came in 50% higher than the Silvercorp bid of 60c per share.
When Silvercorp announced the acquisition of Guyana, it was not clear to me what they planned to do with it.
That makes me wonder whether this bid will put the bug in Silvercorp’s ears. The synergies between Toroparu and Aurora are just so obvious.
Full Disclosure: I’ve been long GLDX since $1.68 back in April.
The synergies remind me of another big winner I bought on similar news. When Teranga Gold (TGZ-TSX) acquired the Massawa gold project from Barrick (GOLD-NYSE) they were essentially doing the same thing in reverse. Teranga had the mill and was buying a big undeveloped high grade gold deposit.
The Market LOVED that deal—Teranga raised $140 million, and the stock went from $6 - $11.
Gold X has been a winner for me and subscribers so far—up 60% in less than a month before this deal was announced.
So far, the market sees this deal a little differently. Both Gran Colombia and Gold X saw their stocks fall throughout the day.
On the surface the acquisition looks like a modest premium for Gold X. Gran Colombia (which already holds 22% of Gold X) will acquire the remaining 78% of the company at a share exchange ratio of 0.500. It is a 15% premium on Friday’s close and no premium at all after the hit today.
The only thing for sure right now is that the Market is expecting gold prices to go higher, and management teams are getting their deals done now to take advantage of it.
GC ist ja auch im GDXJ drinnen da müsste es ja wenn es so weit ist einen Schub geben wenn im GDXJ wieder Anpassungen vorgenommen werden …also natürlich erst nach der Fusion ….könnte sogar sein, dass man da GC sogar dann soweit ist, dass man in den GDX aufgenommen werden kann …
Antwort auf Beitrag Nr.: 63.650.446 von silverfreaky am 12.05.20 18:24:37....da wirst nicht durchkommen- GCM ist Hauptaktionär und sagt wo es lang geht. ;-)
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