GGPChat

Regarding Road Haulage that was being discussed here some months ago... I was arguing that 6mt was easy enough to Haul to Telfer... This is of note: Screenshot 2025-04-29 at 09.32.28.png Minres have recently commissioned their private road from their Onslow Iron Ore site The haul road had a bunch of...

I cannot imagine that this 'powder' at O'callaghans is only worth $60m. :lol: Not sure what Bamps posted, but that doesn't seem correct to me.. It's a huge deposit. with a lot of other metals. Metallurgy may be complicated. As I understand - Newcrest once tried to develop this and allegedly ran into...

Indeed Rational. Price is what you pay. Value is what you get.
A fact that didn't seem to matter much to folks when the was in the 6s

Hmmm…. Lassonde curve looks completed. Except: If we now own 70% more of our key asset Havieron and we now own 100% of the (former) Tier 1 asset Telfer, and we are producing 300-400koz equivalent PA at sub 1500 AISC And we have improved Telfer’s overall efficiency (mining rates and metallurgical rec...

This valuation will need updating... My estimate is 110-115koz for the quarter Q1 from Telfer... Could be less, I suppose, say 95-100 but shiny bits seems to think it's all going rather well That puts us... er right at the top of this list :lol: Screenshot 2025-04-10 at 12.36.22.png PE of 6 is daft ...

Thanks for the Update SB. Great to hear. from you again!

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...