Member Info for aim999

I wouldn’t be surprised if twiggy slowly takes over. Newmont will sell at some point

One recent is Bellevue now in production another is De Grey in development (and far bigger than Hav). Capricorn are developing mt Gibson (but they also own Karlawinda - probably the lowest cost producer on the ASX to help fund M.Gibson). Then you have got spartan, which is near surface and they have a near new plant and are uncovering amazing grades and extensions. If someone can be bothered you could benchmark if you consider future capex ….. you need a haul road and loads of development capex and project risks

Too much pumping and hype in the past driving this to crazy levels (paddy et al), and all that GGP Help nonsense.

I said a long time ago this needs benchmarking against ASX peers…..then you can find a fair valuation. A lot more cash will be needed (even after the next cap raise)….

I’m sure there will be a dead cats bounce, if not today, the coming days

Next round of dilution early 2025 with the ASX placement

A further 20-30% discount again ?

If this does go to 5p then a 42% rise is required to get back to the price earlier in the week.

Those sophisticated investors who bagged them at 4.8p will make a nice quick buck

Bamps change your trousers…..to the brown ones

Not sure a competing bid comes but Anglo Gold price should recover and that will improve the bid a bit….gold is on the move up

Let’s see what they report…..the good ones will be creaming it with the current POG. Have they managed their costs?

A day to wear the brown trousers Bamps….what price will this drop to?

A large portion of those taking up the placement will be in for a quick buck

Then another big capital raise to come. What price will that be?

Popcorn out for the opening bell….. where are the lead pumper?

Endeavour looks the best FTSE alternative to me.

Bit of a bloodbath chart. But it’s still remains a great brand.

Either it will recover slowly or private equity or another brand will swoop

The lowest price in 15 years ….. is this worth a punt?

Sadness is a GGP disciple (especially disciples of Bamps and paddy)

If evolution buy telfer, that has a lot more life than the rampers give credit for ( even Newcrest planned more investment, it was announced last year )evolution are free on their own timeline to look at havieron. Probably starve them for a year or two, even more so that the iron ore price is under so much pressure and wyloo wont want to over extend

Quite amazing considering they will be producing +1m oz at 11-1,200 per oz.

Cheap as chips as they are diversified geographically in the region and pay back to shareholders in dividends and buybacks.

WAF & RSG on ASX but this is definitely better. So much junk on LSE vs ASX but this is an unloved star ( look at junk like HUM & GGP trash )

If evolution have picked up telfer then where does this leave GGP……

Always great to check in on the squabbling on the GGP board. The greater the level of squabbling and share price declines coinciding with every other gold stock flying only confirms this was pumped to the moon…..now is heading to earth.

Checkchops. It’s good to check in the dogs every now and then …… the gold stocks are doing great. I’m curious who will pick up the scraps here for peanuts, evolution maybe? There are a few others

MrEMC2….. Lassonde Curve??? You need a rocket curve to get a 20 bagger from here mate to reach your valuation……haha. Why do you think every other gold stock has been flying other than GGP?? Producer and developer, even the explorers to a degree

Don’t believe everything you hear from the pumpers on here…..look at the stock price. The market doesn’t lie - if it is a good one it would be up