Member Info for BeContrarian

Forgot part 2 haha

On the other hand, forums are often awash with share price chat. You can lose sight of the bigger picture that way. In spite of our great posters, the more often than not get washed out by either squabbles or constant commentary on sp. For PIs looking in it can trick them into playing the trader game even if it’s not their intention.

WeAre - I’d also add a note about forums such as these in staying the course of the trade. They’re a double edged sword that’s for sure.

On the one hand it was lots of research from our well respected posters here, synthesised with my own research (and of course the tip from my old man in the first place 😏) that first got me into GGP. I was wary at first (started lurking in 2020) and took a small position at the time. Watched the sad decline and didn’t really see how GGP would come back from it. Seemed another company was another destined for the AIM junk basket…

Then the deal landed.

And I threw everything I had at it from that point. Buying all the way up to 400s.

I’d argue that GGP in terms of risk/value/reward axis hit its absolute peak on that fundraise.

the warning signs were flashing bright red when antipa rns’ all mentioned greatland multiple times. it looked like desperation to me. making overtures to be taken over is basically admitting you’ve played your hand, you’re in hot water and you want someone else to shovel the **** for you.

if you want someone to take you out, develop your business/asset and keep your eye on that. antipa (and its shareholders) fell in love with itself and is now paying the price. i’ve been the other side of that trade and it’s brutal. antipa will bleed out and ggp will feed on the scraps, probably no time soon.

there are obvious strategic advantages to being within a close proximity to other goldies. but the width of ggp’s proverbial moat is colossal in this context. unless antipa was sitting on the mother of all deposits, only ggp would ever be suitors.

in short, antipa played their hand way too early, took their eye of running the business properly and is now having to go back and do the hard yards. this fictitious ggp love in has cost them at least a year in their development cycle imo.

Ben I watched the Poulden presentation and it was horrific. Guy’s made a whole career blagging but even he couldn’t sell that dog.

Wishbone looks cooked to me.

When Wall Street finally falls out of love with the Mag7 and rotates into mining, all bets are off in terms of share price and it’ll be hold on to your hats.

Even the biggest miners could bag within a matter of weeks. Miners have done well so far but it’s all been quite modest, especially viewing mining P/Es vs the wider market or the darlings of the Nasdaq.

Just got to wait for the stampede. 25 is possible but some luck on exploration, Goldilocks execution and macro needed.

Https://stuartenglert.substack.com/p/unriggedthe-jig-is-up?utm_campaign=post-expanded-share&utm_medium=web&triedRedirect=true

Good thought piece on gold. Sounds like Speedie!

I got your sentiment E1. I think the point is if you can see that the whole growth narrative for GGP has played out, either in gold or in the company prospects, then sell. We aren’t even at the startling line yet IMO.

Here you have a real rarity, they ‘don’t know what they don’t know’ in terms of gold reserves. We are at the foot of the telfer mountain. Gold on multiple fronts. Good grades, close to infrastructure. Basically a new mine discovered in the WDD. Promising prospects elsewhere…huge tungsten deposit as a potential curve ball. These are the raw materials from which great companies are built.

Sorry if I sound like I’m a bit heady here but this is the blueprint that Shaun is laying out. If only we listen.

Understandable that £5 is a psychological sell point but in reality if the steady quarters roll in and Greatland proves a degree of operational competence over a sustained period, removing all other price drivers from the equation, we will see £5 cleared in very short order as GGP reverts to the mean in terms of P/E.

I don’t think Blackrock were loading up all the way to the 400p level to bail at a fiver and so I’ll stick around until we see some parity with peers. I also think if the newsflow is managed well in the new year then we could become a pretty hot stock that gets a lot of attention.

2025 has been an incredible year for GGP, but I genuinely believe 2026 could be even better in terms of SP performance.

Wishing you all the very best with your health Jet and glad the mighty GGP has given you a lift.

The beauty of this stock is that the modest p/e means there’s a hell it’s a lot of room for this to get run and that’s BEFORE you factor in the various growth drivers.

Shaun has been dropping bread crumbs all the way from the 5p days til now. Now it’s less dropping bread crumbs and more leaving whole loaves behind.

Whilst I don’t expect the Jorc to confirm these sorts of numbers, stage 2, stage 7, and of course the ‘new mine’ will be keeping those mills busy for the next 20 years. Thats excluding all the other bits that will most likely come out the woodwork.

The clues are all there, and this is now what the market is starting to take a little more seriously now. This isn’t your typical trader driven hype spike, this is a true re-rate in real time.

Funny I didn’t hear any questions from moon cake about the blessed electricity at telfer or ‘tulf’ as our cognitively challenged compadré used to refer to it.

I think this is the most bullish I’ve ever heard Shaun.

The guy is cooking!

Wish I was there for the meet later to shake the man’s hand.

Made me chuckle dip!

How nice is it to see these colossal trades land in real time for a change instead of off the book. You get a real sense of the trading dynamics that way.

Onwards and upwards!

Great news! Might we start seeing some transparency, here’s hoping!

Bamps your comments on EG sound really bullish. Do you see GGP finding something big here an inevitability? The RNS’ make it sound like we aren’t there yet…

Whilst nothing with GGP really shocks me, I’ve been surprised by the market reaction to the DFS. So much risk removed from the equation, a really nice blended financing strategy that could see divis sooner than most seem to think, big published upgrades to the previously known annual processing tonnages, let alone the fact they don’t even know the full extent of the orebody yet…and barely a murmur.

So, either GGP was overpriced pre DFS, or it’s ridiculously cheap now.

Think I know which of those options is the case…

Yes HB!

Side note, Blackrock still going.

Serious serious heat for this short now…

R71, as a free house, the Tavern was one of the best pubs in the midlands. Bathams, enville (when it was good) and Golden Glow all permanent residents on tap. Dream land.

Anyways I’m sure our paths have crossed without us knowing. I’ll treat you to a pint if we hit £10 a share ;)

Haha that’s class! Usually a couple of pals or my old man.

Technically my local is the Park Tavern, that’s where I go most often. Serves a lovely pint of Bathams but not a Bathams pub. I guess you know the Tav!