Search found 3 matches

by chaseholm
Thu Mar 07, 2024 9:35 am
Forum: GGPChat - The Main Forum
Topic: Anyone else at the Town hall…?
Replies: 4
Views: 1309

Re: Anyone else at the Town hall…?

Not sure it's a done deal as yet, but he did seem very confident. He made a big point of the right of last refusal clause being a big disincentive for anyone else to bid. They would have to go through time-consuming due diligence, come up with a value, present their offer, only for Newmont to ask S...
by chaseholm
Thu Jan 04, 2024 12:14 pm
Forum: GGPChat - The Main Forum
Topic: Havieron Valuation
Replies: 9
Views: 4742

Re: Havieron Valuation

Hi lebugue-addick. A very valid set of scenario's and I alongside others who may read this, thank you for your engagement. The positives are very clear and I think you have highlighted some very good points. I think some of the neutral scenario's could be deemed more negative/neutral than positive b...
by chaseholm
Sun Dec 31, 2023 1:02 pm
Forum: GGPChat - The Main Forum
Topic: Havieron Valuation
Replies: 9
Views: 4742

Re: Havieron Valuation

Great insight Hydro. I agree with 'quite frankly' also in that I think this year could be the exit for me personally and have been exploring when. While i respect the framework of the Lassonde curve, I don't by we're awaiting round 2 of the 'huge institutional buying' to increase SP in the 'feasibil...