Search found 66 matches

by lebugue-addick
Fri Jan 05, 2024 12:07 pm
Forum: Broker Notes
Topic: SCP (Formerly Sprott) - Broker Note 16.03.2023
Replies: 4
Views: 1445

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.
by lebugue-addick
Fri Jan 05, 2024 7:30 am
Forum: GGPChat - The Main Forum
Topic: Havieron Valuation
Replies: 9
Views: 3139

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...
by lebugue-addick
Tue Jan 02, 2024 10:06 pm
Forum: GGPChat - The Main Forum
Topic: Havieron Valuation
Replies: 9
Views: 3139

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 ...
by lebugue-addick
Tue Dec 19, 2023 3:14 pm
Forum: Havieron
Topic: Evaporation Ponds
Replies: 24
Views: 6150

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...
by lebugue-addick
Tue Dec 19, 2023 2:34 pm
Forum: Havieron
Topic: Evaporation Ponds
Replies: 24
Views: 6150

Re: Evaporation Ponds

Hi Bamps

That's interesting - will they work with CSIRO models for maximum efficiency do you think?
by lebugue-addick
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: 1556

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.
by lebugue-addick
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: 1556

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...
by lebugue-addick
Mon Nov 13, 2023 8:16 pm
Forum: GGPChat - The Main Forum
Topic: Growth Drilling post MRE 3 March 2022
Replies: 0
Views: 794

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...
by lebugue-addick
Mon Sep 25, 2023 7:26 pm
Forum: Havieron
Topic: Decline progress
Replies: 26
Views: 5809

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...
by lebugue-addick
Thu Jul 13, 2023 10:15 pm
Forum: GGPChat - The Main Forum
Topic: Master Investor article - a rebuttal
Replies: 8
Views: 1821

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 ...
by lebugue-addick
Mon May 01, 2023 10:42 pm
Forum: GGPChat - The Main Forum
Topic: Q1 2023 Quarterly Catch up
Replies: 1
Views: 1154

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...
by lebugue-addick
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: 1752

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 ...
by lebugue-addick
Thu Sep 22, 2022 10:38 am
Forum: GGPChat - The Main Forum
Topic: Denver Gold Presentation
Replies: 3
Views: 1002

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 ...
by lebugue-addick
Thu Aug 25, 2022 6:03 pm
Forum: GGPChat - The Main Forum
Topic: 100m to buy back .. BUT why?
Replies: 24
Views: 7108

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.
by lebugue-addick
Thu Aug 25, 2022 8:41 am
Forum: GGPChat - The Main Forum
Topic: RNS
Replies: 26
Views: 5707

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.
by lebugue-addick
Thu Aug 25, 2022 8:30 am
Forum: GGPChat - The Main Forum
Topic: FUDsters/Shorters
Replies: 30
Views: 8071

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!
by lebugue-addick
Thu Aug 25, 2022 7:41 am
Forum: GGPChat - The Main Forum
Topic: FUDsters/Shorters
Replies: 30
Views: 8071

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...
by lebugue-addick
Wed Aug 24, 2022 1:17 pm
Forum: GGPChat - The Main Forum
Topic: FUDsters/Shorters
Replies: 30
Views: 8071

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 ...
by lebugue-addick
Wed Aug 24, 2022 9:32 am
Forum: GGPChat - The Main Forum
Topic: FUDsters/Shorters
Replies: 30
Views: 8071

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...
by lebugue-addick
Fri Aug 19, 2022 5:57 pm
Forum: GGPChat - The Main Forum
Topic: Expectations from NCMs MRE
Replies: 22
Views: 5725

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...