GGPChat

And the beauty of our copper con is it's laden with gold. So there's always a market for Telfer's con. Big commercial advantage.

I will do Ivan. Really like the look of those mid cap comps in Coeur Mining and I Am Gold. Both are very close to GGP with Telfer WDDs and Hav in the pipeline. Pan African resources is Aim listed (and was admitted last year to the GDX) so we know they take AIM cos. https://www.londonstockexchange.co...

Ok now it's getting really interesting.... firstly - Can the GDX buy AIM listed stocks? GDX seeks to replicate the NYSE Arca Gold Miners Index (GDMNTR), which tracks a broader range of gold mining companies compared to GDXJ’s junior-focused index. The NYSE Arca Gold Miners Index includes companies i...

Been Getting rather suspicions (and now quite excited) regarding the very heavy buying patterns recently and so I wondered if it might be the Vaneck GDX buying - So I asked Grok3Ai: "To assess whether Greatland Gold (AIM: GGP) is likely to be selected for inclusion in the VanEck Gold Miners ETF...

I've been thinking about this further... And on reflection I think the decisions to sell Telfer may well have been a U Turn. I just don't think Newmont wanted to be hamstrung by a 30% JV partner - who would suck 30% of the profits but be carried for 70% of the construction risk - but that critically...

This from another HF mate (of a mate) who has recently invested in Ggp. Here’s some simple maths; following Newmont’s 2024 results: production 5.9m oz; EBITDA $8.7bn; market cap $51bn. GGP potential 2027: production 0.5moz; EBITDA $875m; market cap …. Er……!? $4-5bn 🔥🤩😂🤑💥🤣💃🕺🥸👌😄 IMG_7986.jpeg

What a difference a year makes, eh…?



Just make sure you’re holding the real deal…!

Of note - the gold price is now up 96% from Newcrest's Hatchet job PFS price metric of $1500 gold - Now what does that that do to the Havieron NPV and new DFS and IRR at say 5mt or whatever ... ..?

WOW ! LOVE IT What an incredible CV Hopefully gold !!! :o - this is absolutely phenomenal HIRE - FANTASTIC that Shaun and the new Team can pull in such huge talent and expertise like this Mark Benson chap to an old site, with essentially a bad reputation from NCM for basically being a mine on its la...

So Bloomberg shows the Institutions are LOADING up! (courtesy of JSP trader on LSE https://www.lse.co.uk/profiles/jsptrader/ I mean just look UBS piling in post raise with Bank of New York Mellon going mad for it ... Blackrock upping - all the big names they are all there. I mean what a register...?...

TO ALL NEW INVESTORS... In my view This Thread is critical reading in its entirety ... Of particular note is: 1) how unambiguously wrong the opinions of PIs can be (now we have the full facts we can see that) 2) Just how big a deal the superannuation pension funds in Australia could be ( once they s...

Just looking for an old post about when I first heard Shaun wanted to buy back the farm ... when I came across this challenge : And given every transaction we've seen in the gold space for decent gold resources in Australia I still think the 5% valuation at $60m was massively wrong .. : Just take De...

Actually I have to wholeheartedly disagree CK 1974 Because - I think Its blatantly obvious whats going to happen next. All you have to do is listen closely to Shaun day - he gives enough clues hints flags and signposts. Here are key examples of his flags and their ultimately delivery. Remember his k...

Fascinating. Lots of interesting conjecture !! Thanks. FWIW here’s a "human" experts view (ie a fund manger) I know who went into the fund raise : they put it like this in (back in September 2024): The human Spoke with Cannacord…GGP hits 250-300FCF at 2028 with 250k Oze production. But mos...

Hi 96DC2 At face value the WDD, if successful is adding between 17 % (1.5moz which = 10.2moz total) or 45% (4moz = 12.7moz total) to the existing 8.7moz Ggp inventory/ resource. So if we are fair value at $300/oz (compares conservatively to Spartan (which was $360 after the recent raise) , - so 300 ...

Had to repost this GrokAI ( posted by Willem Middlecoup) interpreting today’s release. Because it blew my mind!! . 🔥🔥🔥💥💥💥💥🔥🔥🔥🔥 Looks like the question was something along the lines of “given everything we know about Telfer gold mine what size of resource in the West Dome Deeps target can be inferred...

There' also another real shocking fact here - You almost have to give our heads a wobble when you think that when Newcrest ran Telfer the gold price was at least 47% lower. And that they actually used a gold price of $1500 in their models - I'm thinking the PFS for Havieron in particular. Realised g...

Hi Guy I was wondering do you have a view on the estimated AISC for Telfer ( under Greatland management) vs Newcrest/Newmont? The gold price is an obviously stonking healer on our side, but I expect Shaun will also bring some transformation magic to Telfer’s fixed costs somehow. I know he went after...

Been hearing on the grapevine that UBS maybe initiating coverage of Greatland.

Bear in mind they have decent skin in the game now with some 220m shares !

Way better than Berenberg!

Hi Speedie yes - wow! it usually depends if they are valued on a 'reserves' or 'resource' basis. Reserves would easily be USD $700-900 in this market. Can you provide a link to the article, please? I always remember Reddirt on LSE posting 3 years back about Regis resources paying ING some $850 US pe...