Member Info for PaddyGall

5eights - I was here for that also and I understand peoples concerns - I was sat in a McDonalds that Monday morning having breakfast watching my phone screen and I never want to go through that again but it's like chalk and cheese since then.

We HAVE a discovery now - not a potential discovery - it's now just all about grades & size.

GLA - Paddy

Pidlan - nobody is saying it will have any effect on the company and I think we are all believers in GGP but when the director of the investment company that RNS'd his belief that Havieron MAY hold +20Moz then joins the board of the company that holds the ground that surrounds Havieron on 3 sides then I believe that is worthy of some discussion.

Why do people get so tetchy the closer we get to news - ATB Paddy

Snap

Quepensa - the last couple have been released around 10.30-11pm.

If you go onto this page - https://www.newcrest.com/investor-centre/overview
at the bottom you can register with Newcrest and they will email you whenever a release is made with a link to it.

Regards - Paddy

GH ruled out an ASX listing at the AGM this year so I don't think it's that.

I was thinking funding as well but doesn't make sense as he would have no problem in raising any money required here in London and hopefully if we start getting warrants converted soon then funding shouldn't be an issue to crack on at Scallywag at least.

The more I think about it the more curious it seems

So what do you think this "Institutional luncheon" is in aid of in Sydney & Melbourne next week??

Maybe GH will enlighten us in the RNS on Thursday morning

What if RIO were to bid for GGP's 30% and went into a collaboration with NCM @ Telfer - remember RIO have a lot of other tenements in the area and if they strike it would be in both their interests to get the second train back up and running @ Telfer.

Telfer becomes the spider at the centre of a web of satellite mines in the Paterson area - lots of majors share resources / costs etc.

Personally I would plump for mercmans option 2 -

5% of a wedge to stick in the coffers - NCM are going at this hammer and tongs so realistically what would be the time to first pour??
If Havieron is a beast then 25% of the toll treatment for the next 15-20 years - lovely jubbly.

GH will be a wealthy man whatever way this plays out - he has millions in options that he can cash in or convert and watch the dollar roll in every year.

I'm realistic and realise that this probably won't be the way it plays out as NCM won't want a junior as any sort of partner on their Telfer operation - just once GH makes them stick to the terms of the JV and we get full "FAIR" market value then I will be more than happy.
One other thing mate (sorry if it sounds picky as I know exactly what you mean) but the contract they sorted was with MacMahon and not MacQuarie

ATB - Paddy

I've been having a ponder on that Oldtimer - what's the possibility that GH intends creating an ASX spin-off via an IPO of the non Paterson assets? That still keeps them in the GGP umbrella but new management to progress them and leave us to concentrate on the crown jewels??

Some things to look forward to over the coming days.

So we have NCM report sometime after 10pm tomorrow night - usually pretty functional with all the data required.
By midnight hopefully we will have sight of the updated 3D model
Thursday 7am - the GGP RNS which usually has a lot more "meat" on the bone as regards plans going forward, step-outs, etc.
Thursday morning - the PR machine kicks into life and we get the interview(s) - Proactive, BRRMedia.
Friday morning - Next instalment of the "PaddySat".

Hopefully then over the next couple of weeks we will be updated with the drill plans for Scallywag and maybe the plan of attack for Paterson Range East & Panorama.

Then 13th February we have the NCM Half Yearly Financial Report - There is a webcast available to view where Sandeep will be presenting -

All in all a pretty news rich period coming up - Paddy

I hear what you're saying Rup but in my eyes Numis were conservative back then even with the drill results in August. We've had multiple step out holes since then and confirmation that step outs are still being drilled.

I'd be happy at 3.5-4p going forward into the next set of results but it wouldn't surprise me if we go higher.

Here's hoping - Paddy

Yes Tom - walking, fat fingers and phone don't go so well together lol

Not a chance Ben. We'll only see drills up to the Christmas break at best and they are still stepping out now. My guess will be summer before we know the extents - we may get a better indication of grades after Thursday

You've got the mail on the head Stu - the discovery has been made, 99% sure it's economic (otherwise NCM would have walked by now) so the crux of the matter now is size and grades.

I will never berate anyone and I'll never tell anyone what to do - it's your money at the end of the day and you have to live and die by your own decisions BUT personally I'm sitting on my hands.

Whatever everyone else decides to do is entirely up to themselves.

Cheers Paddy

What's the chances that they are looking to spin off the non Paterson assets into an Aussie IPO thus allowing us to concentrate on our crown jewels in the Paterson??

I'd say there's every chance - Paddy

Welcome back Stu - glad to hear it all went well.
Just taking a little breather today before the main event starts over the rest of the week IMO.

Make sure your well rested for tomorrow night's fun - could be a late one updating the 3D model depending on how many drill holes we get reported.

ATB - Paddy

Hi gymboy,
I remember you posting a lot around this time 2 years ago - say no more. Glad to be of use and nice to be appreciated.

Cheers and good luck whatever your strategy - Paddy

MFU - I've been in that imbalanced boat for almost 1.5 years now. I got my bag this week as my average is just over 1.3p but I haven't sold a single share - I'm sure there are loads on here who will scream at me to sell 50% and free ride the rest but I ain't budging - here for the end game full stop.

GLA - Paddy

Looks like it might be a day for fun & games - time to sit on your hands until they go numb and switch off for the day.

Catch up later - Paddy

https://www.linkedin.com/posts/gtt-ventures_gold-copper-exploration-activity-6627718038462562304-HXhT

We are pleased to be hosting Greatland Gold PLC (GGP) (AIM:GGP Market Cap £110M) Australian Roadshow to be held in Melbourne 4th Feb @ 12:30pm and Sydney 5th Feb @ 12:30pm.

GGP's Havieron gold-copper project in the Paterson region of Western Australia, initial discovery hole of 128m at 7.4g/t Au and 0.54% Cu, 103m at 3.5g/t Au and 0.93% CU (HAD005) attracted a Farm-in by Newcrest Mining (ASX:NCM) by spending up to US$65m (£50m or A$90m) in a 4 staged farm in over 6 years to earn up to 70%.

If you would like to know more about one of Australia's best discoveries in recent times, please contact us and we will reserve your seat at the Luncheon. #gold #copper #exploration

The GGP Australian Roadshow next Tuesday in Melbourne & next Wednesday in Sydney - just a couple of days after what could be the company defining update this Thursday - happy coincidence or not????

Lets see what today brings - Paddy