GGPChat

Notes - Town Hall 24.9.24 Chatham House rules apply so in that spirit these are interpretations of what was said and can’t be relied upon either for accuracy, are deliberately not verbatim, and are not investment advice. But knock yourselves out 😊 A top 5 gold producer in Oz when compared to existin...

So what is the point you’re making Francis? I’m not clear.
Thanks in advance

I’ve been thinking about all this from a reverse perspective which is ‘what if GGP had approached NEM unilaterally to but HaveTelf ?” The point of this is to work out what would need to happen before a sale went through and ignoring all the extraneous stuff like NCM takeover, NEM multi-asset divestm...

Sure thing Red, post away

Yes, different analysis and interpretation are so helpful Rotherby in a forum like this. There are few original thinkers (I certainly am not :) ) but synthesising many views and reading the corporate tea leaves do bring us to generate theories. You’ve always been very close to the ‘correct’ interpre...

Just looked back at this original thought piece from October.(see post itself) The language of the divestment was in plain sight according to these thoughts. And the future for GGP was being shared in plain sight - Shaun might say next week that he’s been telling us what’s been going on all along an...

At the risk of repeating something already posted, the AISC topic is much more fascinating than I first thought. Within this guidance there is much to consider, and certainly all of the Q&A questions offer us some food for thought. For example, sustaining and non-sustaining costs, who knew? (Wel...

So here’s a first go for my part at bringing together some comments and statements that we’ve heard recently and which have sparked much debate. I hesitated to produce this as some of it is opinion and subjective, but I have tried to maintain a discipline of not being rampy and being quite cynical a...

Hydro, I really really enjoyed reading this. It came at a useful time and you ate right to point out there will be more tough yards to go for a while. With today’s announcement about the merger process it does feel like this is the stage when our balls of steel need a titanium coating now to get us ...

These green blocks in the Eastern breccia are the estimated shells/cubes which are a minimum distance away from the drill intercepts which can be seen on those 4 sketches. These 4 are at different levels. Due to the consistency of the grades they can estimate more easily at a distance from the inte...

Invitation to GGP investor meeting - Monday 27 February - arrive from 6pm onwards - near Stroud The meeting is on Monday 27 February at the Fromebridge Mill pub, Fromebridge Lane, Whitminster, GL2 7PB. It’s easy by car. Take the exit for M5 Stroud Junction 13 and it’s about 3 minutes from the motorw...

Invitation to GGP investor meeting - Tuesday 22 November - arrive from 6pm onwards, start 7pm - Stroud Giving early notice so you can plan ahead. We may have news on the FS or more, but we will have lots to discuss anyway. The meeting is on Tuesday 22 November at the Fromebridge Mill pub, Fromebridg...

Where are you against this year’s Operating Plan and are all of the key performance indicators being delivered and what is behind plan at the moment? How does the company deliver so many projects to timelines with a relatively small team ? Is the company overstretching it’s capabilities in any respe...

Thanks to everyone for joining today. These meets only work because people take a punt and come along to learn more. We had great info fromBamps via a presentation this time. We don’t always do that but having some focus on mining and geo stuff was valuable this time. Many of us come to advance our ...

Well we open our Doors to you all !

Invitation to GGP investor meeting - Meet the real BottleRocket (Liam) Sunday 11 September - 2pm onwards - Stroud Very happy to share the news that Liam is joining GGP investors for a Sunday afternoon gathering. We should have the next set of GGP results by then and with all the positive stuff going...

Invitation to GGP investor meeting - Meet the real BottleRocket (Liam) Sunday 11 September - 2pm onwards - Stroud Very happy to share the news that Liam is joining GGP investors for a Sunday afternoon gathering. We should have the next set of GGP results by then and with all the positive stuff going...

Shaun,

When you play Bond ina future movie which female actress would you like as your love interest?

Or,

Quick question Shaun. How many elephants are there in Ernst Giles and Hav combined

Or,

How much say in the mining plan does GGP have

Is there currently a place for broker notes?