GGPChat

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Update from Half Year Financial Report

Irish24 - check out the dollar signs: Aus$ Vs US$. I think you'll find argonaut is correct.
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Updated
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Latest roadmap

What on earth are you on about...........again.....

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Updated RoadMap due to Reverse acquisition of NEM @ Tel/Hav,
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So Telfer is a "good producer" and Hav is expected to push out 300Koz_/yr......ergo - NEM wants shot of it? Hmmm?
They should have talked to you first methinks.
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Who actually reads these war and peace posts?
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Lennie - there are two sides to a coin. The other side you forgot to mention is that the buyer of Telfer will have to sign a guarantee with the government to restore the site to an appropriate environmental standard. And how much do you think that would cost. Clue: In excess of $1Bn...So a future bu...

I agree with you Hydro! Your views are your views ony! You are expecting a £1Bn (post ASX) begging bowl loan on top of the money needed to buy Hav and run with it into the SLOS proper! So we're looking at what - £2.5bn+ You have then magically DOUBLED the SLOS output (via a dfs) immediately after bu...

Hydrogen - you talk about ROFR. So what is the difference between this and what GGP have which is ROLR - in terms of what you describe? Secondly, even if GGP bought Telfer for a dollar, the cost of purchasing the remaining 70% of Hav would be considerable. Add to this the cost of then progressing Ha...

Update post town hall meeting 05/03/24.
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Modified 07 Mar 24. 14/05/21 . Decline commences. (460m deep / 2800m long). 15/07/21. Mine officially started. 03/03/22 .GGP MRE2 [ 5.5mozAu / 218ktCu: 6.5mozAuEq ]. 05/23. Farm in with Rio Tinto @ Paterson South. $7m exploration costs by 2030. $21m by 2033. (Stingray and Decka). 11/23 . Decline ha...

Thank you JC.
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NEM only deals in Tier 1's. (500kozAu/yr) Tel/Hav has therefore been ruled out by them. If you think 2024 will bring in 240koz, why should that rise in future years? Unless new technology can optimise production @ Tel - she will continue to decline. One hopes that other operators will use Tel for pr...

Watch Wyloo.................

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EG update

One of your best Liam - a big thank you for quality strategic questions.
You've come a long way and done us (shareholders) proud..
Happy Christmas to you.
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MRE(3) update
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