Search found 66 matches
- Tue Aug 16, 2022 12:48 pm
- Forum: GGPChat - The Main Forum
- Topic: Expectations from NCMs MRE
- Replies: 22
- Views: 5801
Re: Expectations from NCMs MRE
In terms of the drilling data and cut off points for the MRE it would look very difficult for Newcrest to come in lower than GGP's 3 March 2022 6.5M oz gold equivalent I believe though it's quite possible that NCM will continue to have a strong leaning to inferred resources. It's interesting to note...
- Wed Aug 10, 2022 7:29 pm
- Forum: GGPChat - The Main Forum
- Topic: Writing Competition: "My Outlook for Greatland (Buy, Sell or Hold)?"
- Replies: 6
- Views: 2454
Re: Writing Competition: "My Outlook for Greatland (Buy, Sell or Hold)?"
What has Greatland ever done for shareholders? Well, having read what some shareholders have to say on share chat forums you might be excused for thinking: “not a lot”! But it’s worth taking a closer look at where Greatland has come from and then you will get a far clearer picture of what a great s...
- Mon Aug 08, 2022 10:18 am
- Forum: GGPChat - The Main Forum
- Topic: Massive BHP takeover news…. Rejected
- Replies: 7
- Views: 2392
Re: Massive BHP takeover news…. Rejected
This sentence grabbed my attention for obvious reasons:
"The Board (of OZ minerals) had also been advised by BHP that it had accumulated an interest in OZ Minerals shares via derivative instruments amounting to an interest of less than 5 per cent".
"The Board (of OZ minerals) had also been advised by BHP that it had accumulated an interest in OZ Minerals shares via derivative instruments amounting to an interest of less than 5 per cent".
- Wed Aug 03, 2022 7:37 am
- Forum: GGPChat - The Main Forum
- Topic: Liam ....Bottle Rocket...
- Replies: 17
- Views: 3469
Re: Liam ....Bottle Rocket...
Mushroom, aka the wordsmith, has said it all so eloquently. So Liam you will recall why you set this place up - to get away from the sniping, trolling and in-fighting that exists on LSE. This venture has been a success - 100%. Whether it was telegram that finally put you over the edge I do not know ...
- Tue Aug 02, 2022 6:56 pm
- Forum: GGPChat - The Main Forum
- Topic: Cross Listing
- Replies: 10
- Views: 2267
Re: Dual Listing
Hi Costa
Also, as Shaun said this morning at D&D Forum:
...."if you look at the observed multiples over time, they typically trend higher or trade higher multiples here in Australia so there's an opportunity to benefit from that arbitrage".
Also, as Shaun said this morning at D&D Forum:
...."if you look at the observed multiples over time, they typically trend higher or trade higher multiples here in Australia so there's an opportunity to benefit from that arbitrage".
- Tue Aug 02, 2022 5:27 pm
- Forum: GGPChat - The Main Forum
- Topic: REMINDER - Diggers & Dealers Mining Forum
- Replies: 16
- Views: 3079
Re: REMINDER - Diggers & Dealers Mining Forum
So there you have it from the mouth of Shaun Day: "... with our operating assets here in Australia it's a great opportunity to build our profile here and what's more it's worth me sharing that we are presently reviewing the opportunity to undertake an ASX cross listing. I think for us we celebr...
- Tue Aug 02, 2022 3:49 pm
- Forum: GGPChat - The Main Forum
- Topic: Expectations from NCMs MRE
- Replies: 22
- Views: 5801
Re: Expectations from NCMs MRE
Hi RA I hope you are right that Newcrest honour their statement of using drill data up to June for the updated MRE. But once bitten and all that.......using 8 month old drilling data for the PFS left a bad taste and I would not put it past them to do it again. I think it's worth just pausing on the ...
- Tue Aug 02, 2022 11:43 am
- Forum: GGPChat - The Main Forum
- Topic: Expectations from NCMs MRE
- Replies: 22
- Views: 5801
Re: Expectations from NCMs MRE
Rational Assessor - a good post, thank you. For me one question to be answered is whether Newcrest will be cautious as to ounces in their next MRE update because of the data cut off point. The 12 October PFS drilling cut off date was February 2021, a full 8 months earlier. Now if we get another MRE ...
- Tue Aug 02, 2022 8:47 am
- Forum: GGPChat - The Main Forum
- Topic: REMINDER - Diggers & Dealers Mining Forum
- Replies: 16
- Views: 3079
Re: REMINDER - Diggers & Dealers Mining Forum
Shaun Day, right up front in his talk, was again talking of an ASX cross listing. "Better multiples than London". A year ago he was less keen but we've heard his frustration with the SP before and looks like he might be ready to see what the Aussie market thinks of Greatland. Two markets a...
- Mon Jul 25, 2022 11:34 am
- Forum: GGPChat - The Main Forum
- Topic: GGP on Zak’s Saturday 23rd round up
- Replies: 10
- Views: 1613
Re: GGP on Zak’s Saturday 23rd round up
Zak Mir, Sharetalk 19 September 2020
Good sentiment but way ahead of himself:
https://www.share-talk.com/greatland-go ... #gs.6so2r0
Good sentiment but way ahead of himself:
https://www.share-talk.com/greatland-go ... #gs.6so2r0
- Fri Jul 22, 2022 4:31 pm
- Forum: GGPChat - The Main Forum
- Topic: Circular Firing squad... initiated.
- Replies: 9
- Views: 1666
Re: Circular Firing squad... initiated.
IMO the shorts are trying to Tempt out sellers.. No question, the fundamentals have now moved against them... And no $11m crash for the 5%. So 72m to buy back... good luck with that.. ...and with the likes of large Sprott and GDXJ buys their job is made doubly difficult. Game well and truly back on.
- Fri Jul 22, 2022 12:34 pm
- Forum: GGPChat - The Main Forum
- Topic: MUST WATCH
- Replies: 6
- Views: 1915
Re: MUST WATCH
I am surprised at the relative lack of chat on the forum considering the high number of releases of new information we had from Greatland yesterday. Not everyone is on holiday surely.
- Thu Jul 21, 2022 9:56 am
- Forum: GGPChat - The Main Forum
- Topic: Shaun Day youtube 5% update video
- Replies: 0
- Views: 282
- Thu Jul 21, 2022 9:46 am
- Forum: GGPChat - The Main Forum
- Topic: 5%
- Replies: 9
- Views: 1839
Re: 5%
So the 5% is valued at £50,000,000.00, which is the value of Newcrest's loan to GGP. Do we know how much of that loan has been drawn down? I don't think all of it has but I can't find a figure. Q From GGP's interim results RNS dated 21 March 2022: The Group has recognised a foreign exchange loss of...
- Wed Jul 20, 2022 5:46 pm
- Forum: GGPChat - The Main Forum
- Topic: Shaun Day - another live LSE webcast tomorrow
- Replies: 6
- Views: 1945
Re: Shaun Day - another live LSE webcast tomorrow
Apologies Lebugue-addick. Didn't realise you'd already posted this. Not sure how I missed it as currently sober - must be the nerves, terror, optimism, excitement or all of them. Hi Stebol - no worries, perhaps Liam can merge the 2 threads to tidy up. Good luck for drill results tonight and let's h...
- Wed Jul 20, 2022 1:04 pm
- Forum: GGPChat - The Main Forum
- Topic: Shaun Day - another live LSE webcast tomorrow
- Replies: 6
- Views: 1945
Shaun Day - another live LSE webcast tomorrow
From London South East "Dear all, Just to let you know that Shaun will be doing another live webinar tomorrow at 15:30 pm Thursday 21st July (tomorrow), where he will give a corporate update and take questions live. We very much hope you can spare the time to join us there. We will edit and rel...
- Wed Jul 20, 2022 9:37 am
- Forum: GGPChat - The Main Forum
- Topic: Live Show
- Replies: 29
- Views: 4261
- Tue Jul 19, 2022 2:47 pm
- Forum: The Wider Macro
- Topic: Crypto Still to blow up ... FULLY.
- Replies: 7
- Views: 1486
Re: Crypto Still to blow up ... FULLY.
And just by way of balance deutsche bank see BTC recovering to some $28k by December and JPM think the recovery has already started. There's always a contrarian view no matter how hard some peddle this.................: https://cointelegraph.com/news/deutsche-bank-analysts-see-bitcoin-recovering-to-...
- Tue Jul 19, 2022 1:26 pm
- Forum: GGPChat - The Main Forum
- Topic: Sprott initiates research on GGP - Shaun Day
- Replies: 78
- Views: 10485
Re: Sprott initiates research on GGP - Shaun Day
Hi Bamps - yes indeed. I was replying to Gratitude's post earlier as I think he was getting Conversion rates and Recovery rates confused when he was looking at Zoros' post @11.27am. In terms of recoveries this extract from 3 March MRE RNS is relevant: "The gold equivalent (AuEq) is based on ass...
- Tue Jul 19, 2022 11:33 am
- Forum: GGPChat - The Main Forum
- Topic: Sprott initiates research on GGP - Shaun Day
- Replies: 78
- Views: 10485
Re: Sprott initiates research on GGP - Shaun Day
lebugue-addick wrote: "Gratitude - I think you may be thinking of the conversion rate from Resources to Reserve which is a fantastic 86%, the best SD has seen." It's possible the 86% figure is a typo or it was mis-heard. I have been thinking the figure could actually be 96%. There is noth...