Search found 66 matches
- Fri Jan 05, 2024 12:07 pm
- Forum: Broker Notes
- Topic: SCP (Formerly Sprott) - Broker Note 16.03.2023
- Replies: 4
- Views: 5966
Re: SCP (Formerly Sprott) - Broker Note 16.03.2023
With Sprott lumping the Breccias all together they are minimising the strength of the Eastern Breccia. Grades there have jumped from 1.2g/t in March 2022 to 2.4g/t in the latest growth drilling. Believed to be still open at depth. That should average out at towards 1.8-2g/t.
- Fri Jan 05, 2024 7:30 am
- Forum: GGPChat - The Main Forum
- Topic: Havieron Valuation
- Replies: 9
- Views: 5407
Re: Havieron Valuation
Chaseholm I would add that I set out 16 potential scenarios and clarified that these are just some of the situations that Greatland investors might come across. I very deliberately added that there were of course many offshoot scenarios from most of those situations. Some will have negative outcomes...
- Tue Jan 02, 2024 10:06 pm
- Forum: GGPChat - The Main Forum
- Topic: Havieron Valuation
- Replies: 9
- Views: 5407
Re: Havieron Valuation
I agree with 'quite frankly' also in that I think this year could be the exit for me personally and have been exploring when. chaseholm - it's a tricky one and we all have different reasons for exiting at a particular time/SP. I set out below some of the possible scenarios that management may face ...
- Tue Dec 19, 2023 3:14 pm
- Forum: Havieron
- Topic: Evaporation Ponds
- Replies: 24
- Views: 15421
Re: Evaporation Ponds
CSIRO has developed a monitoring system that improves evaporation estimates through a combination of measurements and improved computer models. The system is designed to float upon the surface of open-cut mine lakes and take daily evaporation measurements, with its durability allowing it to remain o...
- Tue Dec 19, 2023 2:34 pm
- Forum: Havieron
- Topic: Evaporation Ponds
- Replies: 24
- Views: 15421
Re: Evaporation Ponds
Hi Bamps
That's interesting - will they work with CSIRO models for maximum efficiency do you think?
That's interesting - will they work with CSIRO models for maximum efficiency do you think?
- Tue Dec 19, 2023 12:06 pm
- Forum: GGPChat - The Main Forum
- Topic: Shaun said 'Havieron is 80% Developed' at the AGM (and he's not just taking about the decline)
- Replies: 9
- Views: 3219
Re: Shaun said 'Havieron is 80% Developed' at the AGM (and he's not just taking about the decline)
Indeed Hydrogen - I would like to be a fly on the wall of both Greatland and Newmont board meetings.
I am sure you're right about Newcrest trying to squeeze us - they hadn't reckoned on the influence Shaun has in WA, both on access to funds and personnel. It's very nearly our time now.
I am sure you're right about Newcrest trying to squeeze us - they hadn't reckoned on the influence Shaun has in WA, both on access to funds and personnel. It's very nearly our time now.
- Tue Dec 19, 2023 10:05 am
- Forum: GGPChat - The Main Forum
- Topic: Shaun said 'Havieron is 80% Developed' at the AGM (and he's not just taking about the decline)
- Replies: 9
- Views: 3219
Re: Shaun said 'Havieron is 80% Developed' at the AGM (and he's not just taking about the decline)
I have always felt that the overall cash burn likely supported a higher proportion of the overall mine build being complete, and thus, the projected CAPEX spend be further on than most might think......I cannot help think that NCMs next plan was to delay the DFS, and keep building the mine in the h...
- Mon Nov 13, 2023 8:16 pm
- Forum: GGPChat - The Main Forum
- Topic: Growth Drilling post MRE 3 March 2022
- Replies: 0
- Views: 1322
Growth Drilling post MRE 3 March 2022
Objective I thought it would be interesting to analyse all the growth drilling results in the period to 30 June 2023 reported in RNS’s, as opposed to analysing those for infill drilling, since the last MRE in March 2022 which had a cut off date of 2 December 2021. According to Shaun 80,000 metres of...
- Mon Sep 25, 2023 7:26 pm
- Forum: Havieron
- Topic: Decline progress
- Replies: 26
- Views: 13607
Re: Decline progress
Good evening all I was just chatting to Bamps on WhatsApp and see you were discussing decline progress and dates for hitting top of ore body. There is an interview that Liam did with Shaun on AIM ON AIR dated 27 April 2023 which is self explanatory. Transcript below: "BR. Fantastic. It only see...
- Thu Jul 13, 2023 10:15 pm
- Forum: GGPChat - The Main Forum
- Topic: Master Investor article - a rebuttal
- Replies: 8
- Views: 4704
Master Investor article - a rebuttal
Hi guys - you will recall earlier this week that there was a Master Investor article running down the Greatland story. I have had a go at writing a rebuttal and to present some assertions from a GGP perspective. I have not presented these to the author and don't plan to. I do not want to get into a ...
- Mon May 01, 2023 10:42 pm
- Forum: GGPChat - The Main Forum
- Topic: Q1 2023 Quarterly Catch up
- Replies: 1
- Views: 1931
Re: Q1 2023 Quarterly Catch up
Liam, AIM-on-air interview with Shaun Day 27 April 2023 BR. Hello and welcome back to Aim-on-air. My name is Liam and today I'm pleased to be hosting Shaun Day from Greatland Gold. Welcome to the show Shaun. SD. Hi Liam, thanks very much for having me on the program again and how are you? BR. I’m ve...
- Mon Oct 17, 2022 2:53 pm
- Forum: GGPChat - The Main Forum
- Topic: Considering counter measures to combat issues such as inflation in the DFS
- Replies: 6
- Views: 3289
Re: Considering counter measures to combat issues such as inflation in the DFS
https://download1476.mediafire.com/wrq1f06mkwkg/s7fd3cwrxxzzp41/Feasibility+study+assumptions.ods I have had a look at what we might expect from Newcrest in the DFS in Q4. It is clear that some of the assumptions used by Greatland in the RNS's of 12 October 2021 and 3 March 2022 have proved to be a ...
- Thu Sep 22, 2022 10:38 am
- Forum: GGPChat - The Main Forum
- Topic: Denver Gold Presentation
- Replies: 3
- Views: 2036
Re: Denver Gold Presentation
Well reading the latest presentation things are moving ahead at speed. Just a month ago Shaun was talking a cross listing "in the next 12 months". Now it reads as being more active and the 12 months term has been removed. He is very serious and makes a compelling case - hopefully the plan ...
- Thu Aug 25, 2022 6:03 pm
- Forum: GGPChat - The Main Forum
- Topic: 100m to buy back .. BUT why?
- Replies: 24
- Views: 12993
Re: 100m to buy back .. BUT why?
CK1974 - So much for the shorters getting a bloody nose. They have just been given a get out of jail free card. A case of mushroom management - we never get the whole picture.
- Thu Aug 25, 2022 8:41 am
- Forum: GGPChat - The Main Forum
- Topic: RNS
- Replies: 26
- Views: 11934
Re: RNS
Shaun explains in the Proactive investors interview that the euro cap meant that PIs could not take part this time which he was disappointed with.
- Thu Aug 25, 2022 8:30 am
- Forum: GGPChat - The Main Forum
- Topic: FUDsters/Shorters
- Replies: 30
- Views: 15376
Re: FUDsters/Shorters
Well we now know from Shaun's Proactive investors interview a few minutes ago that he could not extend the placing to PIs because of the euro cap. What a crazy piece of euro law. SD jokingly says lobby Boris to get this changed!
- Thu Aug 25, 2022 7:41 am
- Forum: GGPChat - The Main Forum
- Topic: FUDsters/Shorters
- Replies: 30
- Views: 15376
Re: FUDsters/Shorters
Hi (S)Andy and Scottish Rugby. Good to see you posting. What did you make of the timing of the placing yesterday. Were you disappointed PIs can't take part? Do you think it could have been done earlier at a better price given the earlier 14.5p placing. Or done at the same time even? Shaun has been w...
- Wed Aug 24, 2022 1:17 pm
- Forum: GGPChat - The Main Forum
- Topic: FUDsters/Shorters
- Replies: 30
- Views: 15376
Re: FUDsters/Shorters
Hi Lindsay. It's good to hear your perspective. Keep researching if you have the time and you never know you might be able to give Bamps a run for his money on the mining stuff. I struggle to keep up when Magictrades and he start jabbering on so you're in good company. My knowledge is better suited ...
- Wed Aug 24, 2022 9:32 am
- Forum: GGPChat - The Main Forum
- Topic: FUDsters/Shorters
- Replies: 30
- Views: 15376
Re: FUDsters/Shorters
Hi mushy - I often look upon this GGP game as one of snakes and ladders and we know where to find the snakes alright. To take the analogy further, if we were a game of Monopoly which set of squares would be approaching? I think it's safe to say that 4 years ago we may have been classed as Old Kent R...
- Fri Aug 19, 2022 5:57 pm
- Forum: GGPChat - The Main Forum
- Topic: Expectations from NCMs MRE
- Replies: 22
- Views: 10832
Re: Expectations from NCMs MRE
As I said to Rational Assessor a couple of weeks ago (below) I feared Newcrest might do the dirty and base their MRE on 8 month old drilling figures. Seems like some things never change in the world of NCM. Greatland produced their 3 March update inside 6 weeks. How credible is it for a major player...