Member Info for andrbea

The key takeaway for me about this stock is:

3 Havierons:

Havieron :- Multi million oz gold find and large amounts of copper, cobalt etc
Goliath: a high priority Havieron lookalike 4 times the size of Havieron
Kraken: a Havieron lookalike

The post in full (from earlier):

Bamps21
Posts: 2,631
Price: 27.00
Strong Buy
AssetsToday 19:30
Just a reminder of what Ggp has:-

Assets always speak louder than words, they don't go away.
Gold came to earth some 4.3bn years ago it's taken Ggp just less than 3 years to find it at Havieron. 13+m oz of the stuff and there looks like a lot more on their 2 NW trending assets.
Asset Highlights:-
Havieron :- Multi million oz gold find and large amounts of copper, cobalt etc

Scallywag:- 4/5 priority targets
Kraken a Havieron lookalike
Blackbeard a large anomaly with high grade copper surveys

Blackhills:-
4/5 targets
Saddle Reefs:- a large gold anomaly increased length to 1400m rising at the surface at NW end. Early open pit mining feasible.

Paterson Range East:-
Where do I start - 19/20 targets
Extensive MMI survey
Goliath a high priority Havieron lookalike 4 times the size of Havieron.

Panorama:-
Huge cobalt anomaly 200 square kilometres probably the largest in Australia.
Extensive Paleo-placer gold field suitable for gravity circuit processing

Warrentina and Firetower:- Both are 1m oz gold finds and may be ready for sale

Ernest Giles :- 2 large areas , Ggp drilling has only targeted priority targets leaving huge areas to explore.
2x5m oz targets identified plus numerous camps of 1m oz
A large nickel anomaly at Carnegie

Bromus:- Early drilling nickel/zinc anomaly, very under explored

Rudall :- Early stage gold prospect

They have so many options but they are using funds wisely and targeting what they believe are Tier 1 assets.
The latest drilling is at Kraken, London, then on to Goliath and then back to Parlay.
If they've kept to their aims of targeting possible Tier 1 assets does that mean these 4 are possibles, it looks like it certainly Goliath and maybe Kraken and London together.
Parlay I think is a NCM request as it's partially sat over the border onto jv with Antipa.

The assets are a huge sp driver but political manoeuvres may propel it.
I don't believe NCM will buy us out I think they will see more value in a 10-20% stake and then others will jump in.

Kraken a Havieron lookalike

to keep the UK population tested all winter and into next Spring is going to take a total rethink of capacity by the Minsters concerned. After duff tests from initial contracts with poor quality firms, the path looks clear for ncyt with its pedigree and superior technology.

https://www.share-talk.com/stock-market-watch-ggp-zoe-eua-gdr-7dig-bem-ecr-dmtr/#gs.g3s577

was the all-time high £5.20?

So present UK testing is 173k/day. BoJo wants 10m/day, that's 57 times more? Huge market, where all Covid test kit plays will prosper....

while vaccine hopes were up, the logic was that the virus would be beaten, fewer old people would be in intensive care during the winter wave. But that trial pauze (this week) means virus gets the upperhand IMO.. and that the orders for nebulizers are game on again IMO.

on BBC website (16h) It follows some people being asked to travel hundreds of miles to get tested.

In one of the most extreme examples, David Llewellyn told the BBC he tried to book a test last week and was directed to a test centre near Blackburn - 250 miles and the other side of England from his home in Stowmarket, Suffolk.

blue again. The potential in Abu Dhabi, for example (this Aug 10 article says it all): https://www.thenational.ae/business/banking/italian-fintech-partners-with-abu-dhabi-company-on-scheme-to-offer-loans-1.1061822

which is £ 144k

Forget Winnfroth

focus on the posts like this (from yesterday):

I try to give you some guidelines and my business opinion:
1. 16penny means 5bn (more or less) of capitalisation
2. With a multiple of 25 (which I frankly consider lower) it means 200m of annual net profits
3. 200m of annual net profits mean 20bn of inventory monetised
4. 20bn of inventory monetisation deals mean 0,5% of the market (our elaborations) which is underserved

From an analyst view the figures above are absolutely fair and with sense.

From SYME view these targets may be achieved (it means 2000 Client Companies) in the medium/ long term.

By the other hand I’m working personally trying to
define further strategies in order to understand how we can accelerate the achieving of the target above (increase of the unitary margins or increase the funding sources).

Regards

Alessandro Zamboni'

I responded:

Thank you very much for your swift response, Alessandro.

From what you’ve already said on various media outlets, there are circa 350+ companies committed from that 2000 target, (needed to achieve the forecasted 16p share price)

Therefore we’re currently (without much accuracy, I appreciate) 17.5% of the way there (circa 2.8p current intrinsic value on 25x, 1.12p on 10x). And you’re confident that there are already meaningful developments that make 1700 more companies achievable over the medium to long term (3-5 years), even if you don’t manage to increase margin or funding sources?

Can you confirm that my (albeit swift) figures above are reasonable in your opinion?

Thank you again for your time on a Saturday

His final reponse:

'IMO, by virtue to the existing commercial streams under development/ roll out, I don’t see problems to achieve 2000 Companies in the medium-long term.

Regards'

I feel further confidence from this, and even taking other developing opportunities out of the equation, then this is still a fruitful opportunity even without 'non-givens'. I expect a very good return but not to the tune of £1.50 per share any time soon. I like the 16p as a realistic medium (3-5yrs) term target for myself and would be extremely happy with that. Anything outside of this scope from further opps and developments would just be a bonus.

Happy to hear others thoughts on these comms?
micky6729 Aug '20 - 15:30 - 607 of 614

Basically he’s saying he’s working on increasing the funding sources so hence the institutions being mentioned PLUS the bloody US and Far East. Jeeeezzoooo. This is seriously going to make everyone extremely rich. Cannot wait for September.

Merck not Marck ....

I saw a Marck research paper mentioned this week. Not an expert me, but it was about pancreatic cancer. and that a CHK1 inhibitor in combination with another compound had proven to be safe and efficacious in the treatment of certain patients. And my limited knowledge of SAR says they have one of the few CHK1 inhibitors out there, at a reasonably advanced stage. So a hot commodity suddenly, given that learned paper. Correct?

France and Spain seeing surges. Worse in Spain: while cases of the virus have climbed across Europe, Spain has led the pack in recent days. More than 78,000 cases have been detected in the past two weeks, pushing the 14-day infection rate to 166 per 100,000, compared with 67 in France and 22 in the UK.

https://www.theguardian.com/world/2020/aug/25/spain-warned-of-dire-impact-of-second-coronavirus-lockdown

This is inventory via blockchain. Blockchain surging, look at kr1 (NEX), up 28% today on news.

France: https://www.ctvnews.ca/health/coronavirus/france-adds-more-than-5-000-new-coronavirus-cases-in-one-day-1.5080494

lots of stocks that I follow not surging as expected. But zoe (gone blue, yet again), brightens my day ......

Zamboni's twitter account:
Supply@ME Capital plc
@SupplyMECapital
Sharetalk interview - 25 August with Zak Mir.
We’ll talk about our cross-border business expansion and our unique service in the market!
#SYME
9:46 AM · Aug 19, 2020·Twitter for iPhone

Other gold plays rising (als, paf, aaz, aau), this seems unloved. Where have the high 14s gone?

The 110% rise (this morning) was a fair one. Everyone knows that. Once the big boys have loaded up (with the train brought back to the station at 55% up), we can finally get underway...... :-)

or:
https://tinyurl.com/y5bndwaz