Search found 474 matches
- Sun May 12, 2024 2:18 pm
- Forum: GGPChat - The Main Forum
- Topic: Degrey - the barely mentioned elephant in the refractory gold
- Replies: 0
- Views: 482
Degrey - the barely mentioned elephant in the refractory gold
Degrey just undertook a large capital raise. But Beside the shocking strip 6:1 ratio: They also have the bogeyman of 30% refractory gold. Now being honest, It’s an absolutely stonking, stinking metallurgical issue - barely mentioned in any of their documents (unsurprisingly, because IMO they have a ...
- Thu May 09, 2024 5:13 pm
- Forum: GGPChat - The Main Forum
- Topic: Havieron Decline
- Replies: 4
- Views: 832
Re: Havieron Decline
Ventilation - temporary ducting one inlet, one exhaust I expect? Probably attached to those two huge fans we saw in the most recent RNS. Eventually they will have their own vent bore raise.
- Sat May 04, 2024 8:13 am
- Forum: GGPChat - The Main Forum
- Topic: New Shaun Day Interview on Proactive
- Replies: 10
- Views: 2359
Re: New Shaun Day Interview on Proactive
https://twitter.com/DavidFi_/status/1766557484582322334 Scroll past the annoying adds…. But All she owns is her dog, her house, and gold: https://podcasts.apple.com/gb/podcast/hedgeye-podcasts/id1216703941?i=1000654477247 Beyond her 50 years of macro analysis… she’s saying, the feeling of being ‘dis...
- Thu May 02, 2024 10:48 pm
- Forum: GGPChat - The Main Forum
- Topic: This is a very different story now. Adding the Haul Shaft was Key
- Replies: 20
- Views: 5632
Re: This is a very different story now. Adding the Haul Shaft was Key
Some have said its not possible to Haul 6mt to Telfer - it would require and overland conveyor or rail... Not so 5 of these trucks could handle 3mt PA a 10 of these Autonomous 330t capacity haul trucks would move 6mt fully autonomously. https://www.australianmining.com.au/first-autonomous-road-train...
- Thu May 02, 2024 10:48 pm
- Forum: GGPChat - The Main Forum
- Topic: This is a very different story now. Adding the Haul Shaft was Key
- Replies: 20
- Views: 5632
Re: This is a very different story now. Adding the Haul Shaft was Key
Some have said its not possible to Haul 6mt to Telfer - it would require and overland conveyor or rail... Not so 5 of these trucks could handle 3mt PA 10 of these Autonomous 330t capacity haul trucks would move 6mt fully autonomously. https://www.australianmining.com.au/first-autonomous-road-trains-...
- Tue Apr 30, 2024 9:11 pm
- Forum: GGPChat - The Main Forum
- Topic: Share price GGP vs. 70% and Telfer
- Replies: 3
- Views: 771
Re: Share price GGP vs. 70% and Telfer
No idea mate. But, yes, the thought crossed my mind. I’m well suspect of Global Prime Partners. They bought over 2% 6 months ago, but, very very patiently. They are an anonymous custodian for someone and they recently sold a lot into weakness. I wondered if it’s Wyloo, I have to say. Makes a lot of ...
- Tue Apr 30, 2024 11:18 am
- Forum: GGPChat - The Main Forum
- Topic: New Shaun Day Interview on Proactive
- Replies: 10
- Views: 2359
Re: New Shaun Day Interview on Proactive
IMO this all may reflect the 'special relationship' at work with Newmont that Shuan has mentioned several times to investors. Whatever deal is on the table, 'maximising value' in my book categorically means Newmont not being dumped with Telfer, due to the ROLR over Havieron. It is of note that the R...
- Tue Apr 30, 2024 10:10 am
- Forum: GGPChat - The Main Forum
- Topic: New Shaun Day Interview on Proactive
- Replies: 10
- Views: 2359
Re: New Shaun Day Interview on Proactive
I can only assume there if a big fat whopping reason the FS is being held back...
Becuase he wants to drop it post 100% acquisition.
Becuase he wants to drop it post 100% acquisition.
- Mon Apr 29, 2024 8:14 pm
- Forum: GGPChat - The Main Forum
- Topic: New Shaun Day Interview on Proactive
- Replies: 10
- Views: 2359
Re: New Shaun Day Interview on Proactive
I see all the bed wetting about the aquifer was just that. Stirred up by shorts trying to close.
Again he mentions the ROLR - highly significant imo
Again he mentions the ROLR - highly significant imo
- Sat Apr 20, 2024 7:49 am
- Forum: GGPChat - The Main Forum
- Topic: New Shaun Day Interview on Proactive
- Replies: 10
- Views: 2359
Re: New Shaun Day Interview on Proactive
What Shaun didn’t mention is that the Tech bubble appears to be breaking … Nvidia is in crash mode now falling almost 20% from the crazy cycle high. That’s affects portfolios globally - big money is rotating out of that whopping historic 2001 like bubble ! That money has to find a place - and thanks...
- Mon Apr 15, 2024 9:31 pm
- Forum: Gold, Silver, and Copper
- Topic: Welcome to 'Goldilocks' for Gold.. 🔥
- Replies: 21
- Views: 4480
Re: Welcome to 'Goldilocks' for Gold.. 🔥
Gold is back — Rana Foroohar 16 HOURS AGO Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. It’s easy to mock gold bugs, but their moment may finally have come. The precious metal has been breaking out recently amid higher th...
- Mon Apr 15, 2024 2:08 pm
- Forum: GGPChat - The Main Forum
- Topic: The Big Disconnect
- Replies: 13
- Views: 1484
Re: The Big Disconnect
Well it turns out Speedy others, and I were right about the Macro. We are well on our way now to > $3000 gold - something which everyone thought unlikely if not even totally impossible - A fact which in turn transforms huge swathes of marginal GGP sub economic breccia resource into a highly economic...
- Mon Apr 15, 2024 8:42 am
- Forum: GGPChat - The Main Forum
- Topic: The Big Disconnect
- Replies: 13
- Views: 1484
Re: The Big Disconnect
You have your own Macro Group...? Wowzers. Apologies Liam.. please do forgive me I just recall last year pretty much getting hounded out of Telegram by you for posting 'Gold Macro' in the GGP Telegram group. And for posting gold macro on here in the wrong place here - I'm Sorry - but glad you finall...
- Sun Apr 14, 2024 10:05 pm
- Forum: GGPChat - The Main Forum
- Topic: The Big Disconnect
- Replies: 13
- Views: 1484
Re: The Big Disconnect
We are not a miner Ivan. We are a developer with no production. There’s a difference. Like Degrey flat over 2 years IMG_2217.jpeg Or Skeena 53% down IMG_2218.jpeg Or Discovery Silver IMG_2220.jpeg These are all devolpers building mines or at DFS stage. When the market decides to put fair value back ...
- Sun Apr 14, 2024 8:57 pm
- Forum: Gold, Silver, and Copper
- Topic: Welcome to 'Goldilocks' for Gold.. 🔥
- Replies: 21
- Views: 4480
Re: Welcome to 'Goldilocks' for Gold.. 🔥
Gold going higher..? Pierre Lassonde predicts $19,000 gold https://kingworldnews.com/pierre-lassonde-04-13-2024/ listen 12.51 David Hunter predicts $20,000 gold following Massive QE 5 by the fed https://www.youtube.com/watch?v=2YuQGB6cXik&t=253s George Gammon Predicts $50,000 gold https://www.yo...
- Sun Apr 14, 2024 6:35 pm
- Forum: GGPChat - The Main Forum
- Topic: The Big Disconnect
- Replies: 13
- Views: 1484
Re: The Big Disconnect
Further to that post Ivan GGP has almost certainly moved 'sideways' since August 2022. I would also argue - this is post possibly quite a negative view... ? Its also called an accumulation or a consolidation . " the share price continuing its poor performance and downward trend, an optimist wou...
- Sat Apr 13, 2024 10:54 pm
- Forum: GGPChat - The Main Forum
- Topic: The Big Disconnect
- Replies: 13
- Views: 1484
Re: The Big Disconnect
Appreciate your views guys … MFU you are judging the situation by price and price alone. Fundamentally we are strong and getting stronger. Newmont have just presented us with a tremendous opportunity. But the fudsters have ground people down and suppressed the price. They love to play mind games tha...
- Fri Apr 12, 2024 9:02 am
- Forum: GGPChat - The Main Forum
- Topic: Culpepper more OR Less = Jvetch IMO.... Boring.
- Replies: 8
- Views: 1811
Re: Culpepper more OR Less = Jvetch IMO.... Boring.
I implore LSE readers to read this post of mine from 7 Nov 2022 An optimised professional TROLL. No question, He fooled quite a few... but this past two days were hilarious. This is why you know that the GGP price at some point HAS to go parabolic / bananas - ( just don't go bananas yourself ) in th...
- Tue Apr 09, 2024 7:16 am
- Forum: Gold, Silver, and Copper
- Topic: Another record high in gold (nominally)
- Replies: 1
- Views: 289
Another record high in gold (nominally)
Well I said it was coming and here it is - day in day out - of new 52 week highs and basil 3 in full swing. And virtually nobody in mainstream media really even talking about this massive bull rally charge in the global macroeconomic health barometer. :oops: 0fbcc1a8-8117-4599-adb3-d1d4422ca607.jpeg...
- Sun Apr 07, 2024 8:42 pm
- Forum: Gold, Silver, and Copper
- Topic: Welcome to 'Goldilocks' for Gold.. 🔥
- Replies: 21
- Views: 4480
Re: Welcome to 'Goldilocks' for Gold.. 🔥
And 20 years of it, just in stage 2