GGPChat

Hi All, Am i the only one that thinks “the good guys” are keeping the lid on the SP? Main reason being that the SP of GGP should , once the deal is sealed, be in line with what will be paid for the 70%, in combination with Telfer. Moreover, a low GGP SP helps in convincing NM that the 70% is worth i...

Hi Midas, The leak is the worst part of it all. Hopefully SD is not in on the leak strategy. That would mean the retail shareholders do not have any backing left. My guess is that the party buying in the coming issuance is the culprit and SD would be wise to not make this "partner" stronge...

Hi All, So new shares will be issued shortly. What surprises me in the RNS this morning was the lack of context provided. It was a very poor message. However, this might actually be good news. My reasoning would be that SD has plans what to do with the money, but he is not able to share that with us...

[/quote] Which part of your message was factual? [/quote] Hi All, At least the last part (see screenshot). The parts about NCM and Wyloo are assumptions, but the best ones in my opinion. Time will tell. GGP is in the grasp of a big boy and we will just have to sit the current situation out. However,...

Hi All, Do not overcomplicate things. Holders are sellers. There are almost no short-sellers. First, from 35P downwards, NCM sold all their shares. Since a takeover was impossible, they wanted to drive the SP down and make GGP's financing possibilities difficult. Then Wyloo came into play and they h...

HI RA and Hydro, Look, i am not disputing that GGP overall is very promising. The SP action however is pointing towards some more pain in the near term. Moreover, recent actions from management, although sensible in regards to longer term company goals, have not been reassuring for the SP in the sho...

Hi RA, We are clearly in the grasp of some bigger play. If rumours are true that Telfer, and possibly the part of Havieron that NC holds, will be divested after a NC takeover, it would not surprise me if part of that divestment is bought by GGP and this is (partly) financed by the issuance of new GG...

Dear All, Just a short message to all the long term holders of shares. Sit on your hands and do not get desperate. Surely there will be a new issuance of shares shortly and we might see another significant dip in the SP, but at some point the bigger players are not helped by a low SP any longer and ...

Hi Hydro,

I hope you are right! Some competition in the Patterson region would be good news!

Cheers,

F

Hi Acechaser,

Wyloo has quite a few pots on the stove. Call me paranoid, but i think there is a chance that Havieron is used in a bigger deal. A deal whereby the total added value for Wyloo is not necessarily the best deal for us.

Cheers,

F

Hi Hydro, Thanks for the additional info. Indeed, Denver was a joke. It will not be an easy task to for the new Chief to amend the the damage done to the Havieron project, except if it is an insider. Let's hope the bigger stakeholders are not tempted to sell their stake too fast. Even a 200% premium...

Hi All, Best news in a long time, me thinks. Sandeep's Havieron strategy has failed and it would not surprise me if that was the main reason for his departure. I cannot imagine somebody new will continue Sandeep's bullying tactics. Most likely SP will start to reflect the prospect of a more cooperat...

Hi Ponie & Bamps,

Thanks for reacting. Will get back to you!

Fro

Hi wildbill99,

Thank you for your reply.

Not to worry. The tone in your post is fine. Will go through the info provided and come with a more elaborative reply.

Hope your lunch was good!

Frolinde

Hi All, First post here. Long time lurker though. I have been a GGP fanboy for a long time, but find it hard to maintain the firm belief i once had. Main reason being that "the big boys" keep the company in a stranglehold and i haven't seen a succesfull escape attempt from Shaun Day. The s...