GGPChat

- Additionally, because Newcrest did not complete its own planned update to the Havieron Mineral Resource Estimate (MRE) in August 2023, the Grant Samuel assessment is based on Newcrest's August 2022 MRE update, which only incorporated drilling results up to November 2021. STILL UNDERVALUING HAVIERO...

image_2023-09-08_081957516.png The analysis broadly points to a value for 100% of Havieron of around $1.4 billion. However, the valuation evidence from Greatland’s share price must be considered in light of its share price and its volatility. It has very limited broker coverage (only three analysts...

Cont DCF Outputs and Valuation The following table summarises the projected production and costs: image_2023-09-08_081402460.png image_2023-09-08_081402460.png The following chart aggregates the NPV outcomes for Telfer (inclusive of Newcrest’s 70% interest in Havieron) together with the value attrib...

4.3.4 Telfer and Havieron Summary Grant Samuel has valued Telfer in the range $500-600 million. The valuation incorporates the value of the existing operating mine at Telfer and the value of the Havieron Project (at Newcrest’s 70% interest). Scenarios and Assumptions The valuation of Telfer’s core o...

Two valuation scenarios were developed for each of Cadia and Telfer: • Scenario 1 for Telfer assumes that Newcrest successfully develops the Havieron project and identifies new mining fronts to extend the operating life of Telfer. Gold production over the project life is approximately 2.4Moz and cop...

NEWCREST - VALUATION SUMMARY ($ MILLIONS)


Telfer (including 70% interest in Havieron) VALUE RANGELOW 500 HIGH 600

Hi Bamps We agree separating the two makes very little sense. But you can never say what situation we would be put in if Newmont decide to divest of the two that they would not be separated (however unlikely). I that situation anyone buying Telfer would I assume be buying on the cheap, maybe with a ...

( This is a previous post, reworked as things have changed slightly) I could not agree more whatever Newmont decide we are in the right position. If they want to hold on to Telfer and Havieron, then we go mining. Telfer is a liability unless there is ore to process, and even then has a reinstatement...

Whatever Newmont decide we are in the right position. If they want to hold on to Telfer and Havieron, then we go mining. Telfer is a liability unless there is ore to process, and even then has a reinstatement cost attached if for sale, that cost will increase with time. If they want to dispose, we h...

Thor Enery are going through consolidation as anounced today so one to watch for anyone interested. Proposed Share Consolidation and Notice of General Meeting Thor Energy PLC ("Thor" or "the Company") (AIM, ASX: THR, OTCQB: THORF) announces that it has today posted to shareholder...

Great work Bamps, keep the telescope out looking for information

Red: I agree with you completely, I think GGP is a bit unique in the following of PI's thanks to the different platforms dedicated to the share. Shaun is clearly used to dealing with the Institutions investors and banks. GGP is most likely the first time he has had a large group of PI's to deal with...

Do we need to prepare for the cross listing, if it means consolidation? Having read a bit, but not enough only whole shares can be issued, so depending on how you hold your shares depends on how many current GGP shares you may loose in the rounding process (always down), we have 4 separate holdings ...

Very positive,

in money terms if Flynn get going quicky and are successful,

that is about the same value of income as the cost of the first 18 months of Rio South Patterson JV

And then a small income of the royalty.

Well done GGP.

RNS's are like buses, you wait then three come along

Having given it a while to sink in what is happening Rio, Juri etc Shaun and Co seem to be working hard, a lot does seem to be going in the back ground. Following on from my previos thoughts could it be that Telfer is a done deal, if not in practice then considered highly likely by the Mining trade ...

I have search the rest of the updates and it is mentioned as late as the March 2023 issued 28/4/2023, as still belonging to Strickland, so whatever was going on between Rio and Greatland this has come to the forefront very quickly. I hope that Shaun, one of the new board someone else within Greatlan...

in the half year report up until 31 December 2021 there was no change and reported as shown

In the Annual Report for the year to the end of June 2021 issued 1/10/21.

The few drill hole they drilled they reported No mineralisation was observed with assays
expected in the 2022 Financial Year.

Quarterly Activities Report March 2021, reported on 30/4/2021

We do have some progress with drill pads completed in one target area, with plans to drill in June 2021 Quarter.

In the half year accounts dated 16 March 2021, we have another update.
The time frame has gone back to June 2021 and between 2 and 4 holes.