GGPChat

Zoros here is a useful reading for you about Telfer's underground mine. (Page 393 of the Grant Samuel's Booklet) Telfer Underground mining is primarily conducted via sub-level caving, which unlike block caving, allows the orebody to progressively “cave” over a series of parallel sublevels in a top-d...

So Zoros do tell me how the rehabilitation costs for Telfer are $1bn - where on earth did you get that from? I hope not Bamps ? Becuase the Newcrest Grant Samual report categorically states the following : cash operating costs of approximately $53/t of milled ore over the project life, reflecting th...

Maybe let Bamps speak for himself Zoros? Since when was Bamps god father of ggp - didn’t he suggest 25 or 40moz or some other ludicrous number? I know Shaun has a very different view on greater than 3Mt, if you care to ask him, in person. Not sure what you are talking about - how I was wrong about t...

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 H...

https://www.newcrest.com/sites/default/files/2022-08/220801_Newcrest%20-%20Diggers%20and%20Dealers%20Mining%20Forum.pdf Bamps this diagram on slide 4 from Newcrest’s own presentation materials would appear to illustrate exactly what I was suggesting (and what you said was not possible?) I quote “How...

Today they have published a 5 minute clip of the discussion;

HedgeEye analysts talks through the data.

https://youtu.be/d8dJVLKd6JA?si=GTCLan-XjYBLl_Ol

Screenshot 2024-03-27 at 11.14.12.png This final slide shows the implications - 5% -7% - 9% GFC type deficits every single year. that simply means no social care, or, no defence budget or whatever for years. Screenshot 2024-03-27 at 11.14.38.png As you say Ivan 'Gold' is real. But so is Debt. The o...

HI Ivan - I appreciate your comments. What's really becoming evident now, is that we have all been aware of the impending gold bug 'doomsday' scenario that the gold 'nuts jobs' have been warning about for years: like Schiff, Kyosaki , Jim Rickard's Jeremy Grantham - oh he's not a gold nut but yes an...

Thought I'd revisit one of my 'RAMP TASTIC' (cough - ie totally accurate) posts from December ... :lol: (Just to see if it turned out correct...?) Gold about to smash through $2200 ATH again today 💥 And I so bet you are wondering why...? Here are the facts: Gold is up 37% since the recent Oct 22 low...

Er sorry- what? I’m saying add a conveyor or a haul shaft to SLOS design and pull an extra 3-4-5mt capacity depending on diameter - above and beyond the 3Mt out of decline - It’s quite simple. It’s exactly what they just did at Tanami. That itself makes the SLOS - a bulk operation Zoros - I’m not su...

There seems to be a misunderstanding Bamps : To clarify : I'm not at any point suggesting 'dropping a block cave in next door to a working SLOS mine' - If you read my posts again, I suggest 'dropping a PFS/DFS' to achieve maximum value, addressing the future mining opportunities, in the correct zone...

Bamps TBF - I'm Not sure you are fully appreciating the ambition that Shaun has and the leverage that the current mine plan offers him financially if managed prudently. As already demonstrated, Hav CAPEX was raised by Shaun - and further capex can also be raised to rapidly increase production. Shaun...

I’m not asking you to put your name against anything Bamps - where do you get that from? . I’m suggesting this is coming from within the company and their analyst coverage - who probably know a little more than you? The more ore you pull from Havieron the more metal you will get out - that’s just a ...

Bamps, The current mine plan was in part designed by Newcrest to crush GGPs Sp. Is there any significant reason why a conveyor and crusher cannot be located at shallower level than you say? Ie 900m depth to better serve the SLOS? Mine trucks can also drive up to a crusher from Lower levels I think. ...

One word - Zoros - Wyloo - their presence underpins everything in terms of finance. Newcrest was built on a single asset: Telfer. ROLR is what we have. The example I provided last week - that news article about Barrick gold was called ROFR but in principle it means exactly the same optionality. Don’...

If you were Shaun - And you had ‘plans’ to be king maker and King Pin of the Paterson :- to consolidate the Paterson with Wyloo , by leveraging Havieron and GGPs LROR¦ ….Then what would you do? Well - surely - at the first opportunity - you’d secure 100% of Havieron and Telfer? I expect this is most...

What it is is 25% copper - by cash and a huge amount by Volume. Havieron is a big ass copper mine but with lots of gold...

Don't worry Lennie. I 100% agree he wants to retain 100% and within weeks of achieving that, IMO, he will drop a massive 6-7-8Mt DFS that will most probably shock the market. The truth has been suppressed for too long. But once we get full control the shackles are off... Otto Jimmy Wilson and Paul H...

This ROFR power if exercised also potentially transforms GGP into THE Patterson / Havieron Broker dealer: To follow that thought through: If no other bidder exists (for reasons previously outlined) then GGP can secure the Newmont 70% and sell any fraction it desires to raise money - say 15%, 30% or ...

Yes Rotherby I get that... BUT The problem, as everyone was so keen to point out, is that if GGP cannot comfortably raise the required capital to exercise the ROLR - becuase Shaun simply cannot raise that level of capital (i personally believe he can no problem) - but in that instance, then we have ...