Search found 98 matches

by RationalAssessor
Tue Feb 11, 2025 9:42 am
Forum: GGPChat - The Main Forum
Topic: Our big vision - a question
Replies: 41
Views: 50585

Re: Our big vision - a question

Agree that GGP's strategy certainly does not rule out further acquisitions - but if this comes about - I'm sure they will be very disciplined. As for streamlining Telfer - not sure that SD will be working that problem himself - he has plenty of very capable folks who know what they're doing - it's a...
by RationalAssessor
Mon Feb 10, 2025 8:27 pm
Forum: GGPChat - The Main Forum
Topic: Our big vision - a question
Replies: 41
Views: 50585

Re: Our big vision - a question

Hi TheDoors. Not sure that SD is going to set the company strategy to achieve goals which are comparitive to other companies. If I were him, I certain;ly wouldn't do that as I have no idea what the other companies have up their sleeves and cannot control what they do . Also, in the gold mining busin...
by RationalAssessor
Thu Jan 30, 2025 3:27 pm
Forum: GGPChat - The Main Forum
Topic: Transformed: The New Lens
Replies: 53
Views: 59680

Re: Transformed: The New Lens

<t>Yes, they are.<br/> <br/> As already stated below, I also am not expecting dividends for another few years as SD has already said that he wants to disappoint the banks who are prepared to loan the Havieron Capex.<br/> <br/> But.....he has also said the he is a "dividends type of guy".<br/> <br/> ...
by RationalAssessor
Fri Dec 06, 2024 9:14 am
Forum: GGPChat - The Main Forum
Topic: Did GGP just close the Greatest gold deal in history?!? 💥💥
Replies: 21
Views: 16896

Re: Did GGP just close the Greatest gold deal in history?!? 💥💥

SD has stated he wants to list on the ASX BEFORE consolidation, also just because you have a consolidation down of your shares does not always mean the reverse on dividends. Hi Lennie - I'm not sure I recall SD ever saying that consolidation would come after ASX - are you able to provide a referenc...
by RationalAssessor
Thu Dec 05, 2024 1:54 pm
Forum: GGPChat - The Main Forum
Topic: Did GGP just close the Greatest gold deal in history?!? 💥💥
Replies: 21
Views: 16896

Re: Did GGP just close the Greatest gold deal in history?!? 💥💥

So the reason that consolidation is spoken about is twofold: 1. The ASX apparently has a rule which required shares to be aroun 11-12p (equivalent). We are clearly not there at the moment and could be a limitation to cross-listing on the ASX which would naturally bring more investtment/demand and (h...
by RationalAssessor
Wed Oct 23, 2024 9:16 pm
Forum: GGPChat - The Main Forum
Topic: Our Expectations now we are a Tier 1 Miner
Replies: 58
Views: 41567

Re: Our Expectations now we are a Tier 1 Miner

Hi Poniexpress. I searched for the quote "Sources say Newmont is unlikely to return the mill" and this is what Google responded.
Capture.PNG
In my mind, Bing has found a quote from The Australian from early this year so they were referring to end of January 24.

ATB RA
by RationalAssessor
Thu Sep 12, 2024 3:17 pm
Forum: GGPChat - The Main Forum
Topic: What’s next? - GGP instant cash and 700koz-900koz producer
Replies: 24
Views: 16926

Re: What’s next? - GGP instant cash and 700koz-900koz producer

FB - The new shares will not be issued until 1 October once the vote has been taken
by RationalAssessor
Thu Sep 12, 2024 2:46 pm
Forum: GGPChat - The Main Forum
Topic: What’s next? - GGP instant cash and 700koz-900koz producer
Replies: 24
Views: 16926

Re: What’s next? - GGP instant cash and 700koz-900koz producer

Not convinced that there will be a raise on ASX. SD has a revolving credit of (I think) $750M which he can use for the development of Hav. As for owning 100,000 shares of a $1Bn company versus a $5Bn company, It all depends on the SP which of course is derived from the number of shares in issue. Loo...
by RationalAssessor
Thu Sep 12, 2024 11:08 am
Forum: GGPChat - The Main Forum
Topic: What would you do next? If you were Shaun Day
Replies: 2
Views: 2436

What would you do next? If you were Shaun Day

Yep, the SP has dropped. Yep, you're holdings are worth less than they were last week - so are mine. But look forward to what's to come and play a game of "What's in a Day " Just imagine that you are SD, it's Friday the first of November and the deal has finally been completed. 13Bn shares...
by RationalAssessor
Tue Sep 10, 2024 10:17 pm
Forum: GGPChat - The Main Forum
Topic: Can someone explain the significance of the 4.8p offer?
Replies: 7
Views: 4219

Re: Can someone explain the significance of the 4.8p offer?

My immediate reaction to the 4.8p raise was not very good - why do they (IIs) get the opportunity to buy at knock down prices? But as someone else has said, it's not a real number. 4.8p enables anyone stumping up that sort of cash to get a good return.....risk/reward. Also, it gives NEM the opportun...
by RationalAssessor
Thu Jul 11, 2024 2:46 pm
Forum: GGPChat - The Main Forum
Topic: ActusRay short position - looks in trouble..IMO
Replies: 26
Views: 21115

Re: ActusRay short position - looks in trouble..IMO

Not wanting to reply on behalf of Hydro, but I suspect he was not suggesting that Actus Ray were closing.....but, that in order to close, they would likely lift the SP to a point greater than they bought. Feels like folks have hunkered down and not looking to trade which clearly impacts liquidity an...
by RationalAssessor
Fri May 31, 2024 9:25 am
Forum: Feedback
Topic: New posts
Replies: 2
Views: 61859

Re: New posts

Hi Ian If you are logged in under a username and refresh the home page. Those topics with unread posts are shown with red circles by them. Alternatively, if you click on the three horizontal bar icon on the right of the home page half way down, and then on new posts, then that will also show you the...
by RationalAssessor
Wed Apr 10, 2024 8:30 am
Forum: GGPChat - The Main Forum
Topic: Is Home page working properly?
Replies: 2
Views: 2426

Re: Is Home page working properly?

Hi Masham.

Hydro's posts are still around. They have been moved to the "Gold, Silver and Copper" area.

ATB RA.
by RationalAssessor
Mon Feb 26, 2024 2:30 pm
Forum: GGPChat - The Main Forum
Topic: New Newmont strategy
Replies: 52
Views: 48494

Re: New Newmont strategy

Hi Hydro I think it's as simple as looking through the inventory of assets and determining how they were going to make their $2Bn. As for Telfer, the empirical data shows that there is no absolute guarantee that they will ever work the plant at 100% capacity again, therefore it will (in their minds)...
by RationalAssessor
Tue Oct 17, 2023 9:41 am
Forum: Sticky Threads
Topic: Decline progress
Replies: 20
Views: 22692

Re: Decline progress

Updated from RNS which advises progress is now at 2824 as at 8 Oct.
by RationalAssessor
Mon Sep 25, 2023 2:29 pm
Forum: Havieron
Topic: Decline progress
Replies: 26
Views: 23693

Re: Decline progress

Hi Emc When I first started the graph, I simply calculated the decline length as 2800M (ie 400M vertical at a decline of 1 in 7) It then became evident that the regular reports were including ancillary cuts such as passing bays and any necessary side cuts. I think it was Bamps who put me onto the pa...
by RationalAssessor
Mon Sep 25, 2023 11:50 am
Forum: Havieron
Topic: Decline progress
Replies: 26
Views: 23693

Re: Decline progress

Hi Mremc2 Nope, not at the town hall but did read all the reports from the various attendees so am aware that SD is predicting completion of the decline in the Jun quarter - ie Apr to Jun. You'll have seen my regular reports on the sticky thread area of the reference library. The last of which had a...
by RationalAssessor
Wed Sep 13, 2023 10:26 am
Forum: Sticky Threads
Topic: Decline progress
Replies: 20
Views: 22692

Re: Decline progress

Updated from SD pres on 13 Sep where he advises progress is now at 2692 as at 1 Sep.
by RationalAssessor
Fri Aug 11, 2023 10:10 am
Forum: Sticky Threads
Topic: Decline progress
Replies: 20
Views: 22692

Re: Decline progress

Updated using information from 12 Aug RNS.
by RationalAssessor
Tue Jul 25, 2023 12:17 am
Forum: Sticky Threads
Topic: Decline progress
Replies: 20
Views: 22692

Re: Decline progress

Update to graphs following NCMs ASX announcement on 25th July. Decline now 2510M.