Search found 93 matches

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: 56
Views: 14822

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: 8370

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: 8370

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: 1641

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: 2303

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: 15728

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: 6232

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: 1737

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: 25994

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: 14988

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: 13571

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: 13571

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: 14988

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: 14988

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: 14988

Re: Decline progress

Update to graphs following NCMs ASX announcement on 25th July. Decline now 2510M.
by RationalAssessor
Sat Jul 15, 2023 1:49 pm
Forum: GGPChat - The Main Forum
Topic: Master Investor article - a rebuttal
Replies: 8
Views: 4699

Re: Master Investor article - a rebuttal

apologies as even as i write this i figure it probably should be a new thread, but hey ho. what is the timeline we are looking at, is it worth having an interactive chart with major mile stones along to the way and probable timings? i understand we are looking to have first gold next year, but it w...
by RationalAssessor
Mon Jun 19, 2023 9:43 am
Forum: Sticky Threads
Topic: Decline progress
Replies: 20
Views: 14988

Re: Decline progress

Update from today's RNS. Decline greater than 1700M with overall tunneling of greater than 2400M.
My best guess is that decline may be completed just in time for Christmas. Then move on to develop the mine structure.
by RationalAssessor
Fri Jun 09, 2023 11:30 am
Forum: GGPChat - The Main Forum
Topic: Shares in Issue and Market Capitalisation
Replies: 6
Views: 3078

Re: Shares in Issue and Market Capitalisation

Updated to show until Mid May. Snapshot taken monthly - mid month.
MktCap.JPG
by RationalAssessor
Fri Jun 09, 2023 11:04 am
Forum: GGPChat - The Main Forum
Topic: Havieron exploration update today?
Replies: 8
Views: 3641

Re: Havieron exploration update today?

Ziggy - The exploration updates were centred around the NCM quarterly updates, ie every 13 weeks. GH negotiated that we would get an interim updates inbetween the quarterlies. Therefore, the interval between updates was normally 6 weeks then 7 weeks then 6 weeks etc. However, every few years the ext...
by RationalAssessor
Fri Jun 02, 2023 10:07 am
Forum: GGPChat - The Main Forum
Topic: Newmont and Telfer (with Havieron)
Replies: 62
Views: 31188

Re: Newmont and Telfer (with Havieron)

jecsggp. As the ore is taken out of Havieron, it will not be split down into GGP ore and NCM/NEM ore.....it will be JV owned ore. It will then be transported to Telfer and processed there with the costs being borne by the JV in proportions as per the JV ie 30/70. Any income generated will also be sp...