GGPChat

Some whopping volume again. Big Institutional moves it seems - a 14m £1.5 trade and various 6m and 3m and loads of 1-2m trades going through today... GGP fact of the day: by 4p today 118m traded in 444 trades, meaning the average trade was for circa 270k shares costing a whopping £17,500 I reckon IF...

Interestingly - I just noticed if you turn Antipa's 91% IRR return back to front and upside down - and give your head a wobble - you almost get Newcrest's 16% PFS IRR for Havieron...

Nice one. Of Note, to me, what he says directly chimes with everything I’ve ever (stuck my neck out and) said on the subject of NCM and GGP

we have around $1.4bn worth of gold on the rom pad and another 6.8bn in the Telfer underground.

No wonder Havieron has taken a slight back seat for now.

Hi Stebol… TBF I was feeling pretty damn shouty. Apologies if it came across crass. I do just get really pissed about it. The discredit attacks continue daily over on ADVFN and so it gets a bit combative in tone. The problem we have all had was there was so little truth to come out of owning Haviero...

Put another way ... according to the NCM PFS GGP needed to spend $390m USD : To get a 2.8km decline, a 2mt PA underground mine, a haul road, and some power lines and some surface infrastructure including some sheds and evaporated ponds . HOWEVER according to their new Scoping study: Antipa needs to ...

EVERYONE READING THIS needs to take a long quiet hard look at Antipa's 3mt Minyari Donme scoping study published today : I haven't had chance to read it in detail yet but span through it to look briefly at the Capex and at the Hav comps: This Scoping Study provides for a 3mt 1.5g/t outcome with a WH...

Another day, another all-time high for Gold … and this is happening despite Dollar Up, Rates Up! That’s how obvious #Quad3 U.S. Stagflation is to the currency that is Gold. Our Precious Metals and Gold Mining (GDX) Longs #like with Silver (SLV) busting a big move to the upside on Friday to close +4....

You could argue the final sequencing and timing of all of this couldn't be more spectacular for Greatland's first gold... Gold is within 8% of my $3000 stage 1 target. IMO That puts GGP's NPV of the new 5-6mt ( TBC?) DFS well into the multi-3-4-5 $billions US$ territory. Sprott recently estimated NP...

Yeah, Droverman - I totally appreciate it's been a painful rollercoaster ride holding this stock through the highs and the lows: But the evidence suggests we could've been taken out at any point and you were either in or out, at that point : Screenshot 2024-10-17 at 12.37.33.png The money of mine bo...

Yeah great to see the professional gold investors piling into Greatland - I think this shows the stock went into sticky hands at the placing rather than hedge funds and flippers. Assuming that is when these funds bought in. If they bought on market, post placing, then even better... An Auz pal of mi...

... Some say we'll see you, and first 'Greatland' gold, next Tuesday :lol: :lol: :lol: Screenshot 2024-10-15 at 09.53.51.png Here's an old quote from Day in October 2021 - before the unimaginable was finally harpooned: “But having been in bigger companies for most of my career… I would rather pay mo...

New Canaccord Note: ...From developer to producer - Free Cash Flow by Jan 25... Greatland announced on 10 September that it had reached an agreement with Newmont Corporation (NEM-NYSE: US$54.14 | BUY, TP US$59, Carey MacRury, Canaccord Genuity Corp, Canada) to acquire the remaining 70% of Havieron i...

Hey FB Thing is markets do what markets do. And very little of it is truly logical. Much of it is bent, emotional or leaked to the elites (at the highest level - and yes even from the us government agencies themselves) and we just get battered about. Every week you can see the US jobs report or the ...

Not really. They are a smallish boutique private equity fund. They have one investment director and no fund managers named on their website. I don’t think it’s a stretch… but Francis why don’t you email them and ask them? Of course they will say the two decisions are independent of each other… and t...

Meanwhile, just seen some really interesting drilling for the West Dome Deeps. including 8m at 17.7g/t From 1321m to there was reef style gold literally all the way to 1853m. .. Hydro, where can I view those please? Can only find a 2013 PDF atm - help. Hi Leslie - This is from 2013 - after which NC...

Thanks Micheal - yes just seen the GGP website... I have corrected it

I will see if i an get hold of a Bloomberg terminal in 6 weeks and we'll see who bought in...

The multi ID non holding trolls were up in arms yesterday - why are they getting so desperate...? Yet again they try so hard to persuade PIs to sell, It seems? Then comically ,saying they "would buy in at 5p" :roll: What's going on for them...? Ah yes - of course - no cheap shares, in the ...

Thanks guys Tembo Capital are super shrewd private equity investors... Theres a guy ion their team called Chris Tonkin - ring any bells..? If you really want to know how good these guys are, JUST look at the returns they achieved on the Gasgoine (renamed) Spartan recapitalisation.: In just 18 months...

This is BLOODY massive good news if correct... and totally validates GGPs investment thesis ... and everything we believe and have been saying about the quality of Havieron: This News release today implies that Tembo Capital who just took $50m worth of Greatland gold - but here's the biggie!! - the ...

Interesting. Bridget Carter has a pretty lumpy reputation for being bang on. We shall see…

Pretty obvious Degrey is for sale, tho right?