GGPChat

Sorry H2 but I'm not part of whatever group you think I am. I've been here and since early covid and have only gotten deeper since then. Perhaps not as LT as others around here, but long enough to be sick of hearing "jam tomorrow/kaboom/short squeeze" every day for three years, only to be ...

Nice, thank you for the summary. Interested to hear about the cobalt, keep it simple!

New Newmont strategy thread, recently resurrected, page 1 para 2.

From sep 23...
"I have it from a good source and Oz based mining friend: There will be No Newmont spin out of Telfer."

Ffs Read the post properly!! I haven’t bashed Shaun I just want peoples views on the mcap Eyup, none intended, sorry. Mcap - I think 1b-ish is about where we are right now, and the rest depends on observed performance, which (top of my head, not in depth) would be mill throughput, AISC optimisation...

What drove the previous highs? Covid investment bubble and smoke and mirrors from the previous CEO. What's driving price action now? Some solid business moves. I don't understand the continual need to bash SD for not being able to maintain the 37p high when the other guy pumped it up then fucked off.

Ahhh, righto. Thank you!

Are LSE still using old mcap/issue numbers? It says circa £260m with 5b shares @5.2p I thought we were at 10b shares @5.2p making mcap £520m. The reason I'm asking is because before the deal the market thought GGP was worth 7p per share with 5b in issue... And all we had was rights to a hole in the ...

I didn't know what refractory gold was, so I went and googled it. For any other late learners... It's gold ore where the gold is spread finely through the rock (like dust), which makes it harder to recover with the methods used for... Erm... the lumpier kind of gold ore. These usual methods require ...

I see all the bed wetting about the aquifer was just that. Stirred up by shorts trying to close. That always read as a bit of a grasping at straws for a negatives spin to me. Nice to see the arguments being knocked down. Interesting that the FS is still finding ways to be tweaked, definitely lookin...

Sabotage by "the shorts"?

Tl;dr

Absolute speculation, no actual facts... But how much non-telfer feed does telfer process? What sort of potential revenue stream could processing all the little strikes around the region generate?

If wyloo wanted Hav, would it be through GGP? I'm not sure but still interesting. Well, ish.

Well let's see... A company in a similar ownership situation to ours, in the same industry, and in the same geographical situation...

It's not not related, is it?!

Morning all, especially jc, can someone let the group know what ortex access costs please? With enough of us together, perhaps we can sponsor a subscription as a group?

Useful timing for full capacity coming on stream then!

Hydrogen wrote: ↑Tue Jan 16, 2024 4:04 pm Thanks for clarifying Francis

So which is it? Did someone pick the stock or did a set of conditions pick it?

How do you differentiate between 'shorts closing' buys and 'big buyer in the background' buys please?

Soo what's the take on this Evil guy now?

Cheers fella, makes sense, and lays down some consolidated foundations for opinion swapping.