The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Yes and valueaimtrader also pointed out the management comments re scallywag - how it has v similar features to Havieron.
https://twitter.com/valueaimtrader/status/1308690815733166080?s=21
With what paddy mentioned re northern breccia and the fact Scallywag could well be Havieron v2
We’ve got so much upside - sit back and relax
Research really pays here :)
Hold for gold
I noticed this tweet and it actually gives food for thought here
https://twitter.com/htrader64/status/1308296219093917697?s=21
https://twitter.com/valueaimtrader/status/1308296620178436098?s=21
https://twitter.com/ggphelp/status/1308148129326391297?s=21
I listened to to the Denver mining presentation yesterday and noticed the same thing as Htrades said on his tweet - that newcrest Will look to continue to grow in the same manner That they have been recently which from my digging has been via aquisitions
He did mentioned also several times that they have improved their balance sheet and are in strong position now in terms of leverage as subsequently cash
Given the high levels of Profitability a low cost due block caving and the fact that they are looking to reduce the cost by another 30% And telfer being there already.
Seems to me a v v strong case for m and a here at fair value which zak Mir says is 45p but I feel would
Be more given scallywag imo will hit soon and also Havieron can’t stop growing
All in all - we are in such a good position here as we’re undervalued and more and more eyes on us in the gdxj era with lots of news flow and mre anytime
Post October 1
Hold for gold
Have you guys seen this from the presentation today - wow!! The proposed route from Havieron to telfer goes straight through scalleywag
Seems like soemthing big is happening at Scallywag
https://twitter.com/lseoverwatch/status/1308070983526502401?s=21
https://twitter.com/valueaimtrader/status/1308090726144770048?s=21
Nothing gets past us greatlanders
Expecting big things from scallywag :) Havieron part 2 it could well be and it’s 100% owned :)))
Hold for gold
Wow look at all these massive buy prints coming up now from friday
Hydrogen and value aim trader called it spot on - massive weighting increase - looks like they’ve bought another £5-6m
Makes total sense for other usa funds and etf trackers to start piling in come usa open
https://twitter.com/htrader64/status/1307999280481873923?s=21
I agree with value aim trader who’s called this very accurately from the get go
Seems like word will reach out to usa funds here off the back off the £37m gdxj buy in . Now they can essential get in under their price so I expect a surge of buying soon
https://twitter.com/valueaimtrader/status/1307981078775369728?s=21
Hold for gold
I saw a post on twitter with quick calc saying they need approx 107m or so millions shares using the % paddy said on his tweet
Massive buying set to occur
https://twitter.com/htrader64/status/1306925635990949892?s=21
The facts don’t change for ggp - Havieron is a giant and we are so undervalued can’t wait till we get to fair value and beyond esp when we include block caving and scallywag etc
Hold for gold
One thing is people forget what brought ggp to the dance and will get us to go higher and higher and that is that even just on Havieron we are sitting on one of the biggest gold discoveries of an era and globally
We’ve had 10/10 amazing results consecutively - each set showing that we still haven’t even found the edge yet at Havieron and we got to keep expanding .
We were horse shoe shaped originally and now were ovaltine. We’re Still open at depth and that’s over a year after extensive drilling - incredible
The grades we’ve found are world class like at had049 82m at 6.1 g/t au and .41% cu and had059 109 at 6.3g/t au and .71 % cu
Newcrest have got to 9 rigs 24/7 and drilling the bejesus out of it and they are the only gold company with expertise in bulk mining which is the X factor here
Bulk mining can reduce All ok sustaining costs(AISC) by up to 70-90% Which then means the whole mining become extremely Extremely profitable Which in turn means ggp share price should rise (per calculations I’ve seen) to 60p region if we have around 10moz deposit which i believe we do And more .
Telfer infrastructure exists already meaning further cost reduction and increase in sp as less need to build a mine as we can use that and also newcrest looking at new methods to bulk mine Cheaper and reduce costs by another 30%
We haven’t factored in at all anything in the so thus far for other 100% Owned licences such as scallywag Which Callum Baxter has said have similar Geophysical properties to havieron and if we strike there (which based off paddy sat they are doing a lot of activity) then this should rise exponentially
All in all we are imo v v undervalued here and have been for best part of 9 months - All I can see now is that we have significant upside imo from here and each set of results proves that . Time to enjoy the fruits of our research and let this keep growing and expanding (Havieron and the Ggp share price)
Hold for gold
Value aim trader from twitter who’s called This spot on with hydrogen re gdxj says that mvis have offices in Germany - could well start buying the bejesus (love that word now) our of ggp from the am
https://twitter.com/valueaimtrader/status/1306576163553325059?s=21
Never better time to say it
Hold for gold
As in Monday 14th or following week? Pls
Have a link buddy ?
Lots of talk now that Havieron could be the biggest discovery in Australia in decades - I think we all know that but it’s interesting that after the interims that’s this is becoming more and more likely and realistic to us all - still can’t grasp just how good the results were
https://twitter.com/davidlenigas/status/1304101534591000576?s=21
https://twitter.com/valueaimtrader/status/1304311419341594635?s=21
Hold for gold
Here is the new note - no price target because they’re working on block cave calculation but they did say this
‘we are confident that the addition of a bulk mining scenario will drive a substantial increase on our valuation‘
Here is note
https://twitter.com/htrader64/status/1304062564742172676?s=21
Amazing
Totally agree hydrogen
Bulk mining Truly is game changing here at greatland gold And they’ve sent us our greatest signal it’s happening to date
Additionally I love how gervaise called out the analysts saying they’ve not Factored it in there in their notes or their analysis . I expect that to change v soon
Now with gdxj v likely were in for company changing times esp as mre can come from 1/10/20-31/12/20
Hold for gold
I can’t stress how this imo is the biggest thing to come from the results
Never before have they so openly discuss bulk mining being as viable as they have mentioned today and in the interview Gervaise has said its has no factor yet by the analysts but that’s set to chnage now
https://twitter.com/htrader64/status/1303950790374182915?s=21
I saw here that subsequently costs can reduce by upto 90% making hav super profitable can you imagine how much upside then SP of ggp will grow once it’s factored in officially
Never before has its meant more but
Hold for gold
Yes December quarter means Oct -dec 2020 so q4 of normal calcnder year and quarter 2 of ncm financial year
*A lot of eyes from big funds and Institutions and their money have come here ie the 1.6m buy and will come here more now ...
(Sorry phone typos)
In addition to the price moving upwards and rightly so I feel we will get a boost also from the macro factor of the wider economy and investors moving towards gold and gold mining companies too
https://twitter.com/htrader64/status/1301045693352677378?s=21
I feel reading this and the pictures from the articles posted that large funds are focussing more towards gold and specifically gold miners and we I would say at ggp are in the top elite currently of junior gold miners globally given Havieron just beginning it’s journey and now potentially a huge part 2 with Scallywag
Interesting from this that the 4 of 5 of the top 5 main isa trusts fund in August were gold related
I feel A lot of eyes and money have come here or the 1.6m buy last week and will are come more now esp if we in the gdxj as alluded in the tweet
Ducks are lining here
Hold for gold
No main market would more likely be a top 4 firm ie Ey PwC etc
But pkf are a good reputable and global firm perfect for where we are right now
Agreed this is a statutory requirement and having worked with various audit firms myself i can say this is a welcome move as ggp grows it will require a more experienced auditor who can deal with larger aim companies and have a global presence . I thjnk partly this is for perception purposes as a bigger name helps lend further credibility for the future
All in all good move I’m v pleased
Great tweet here as discussed earlier re GDX.j listing
I agree and really think this is a massive game changer here
https://twitter.com/ValueAimTrader/status/1297902422862503936?s=19
Coupled with scallywag which again could be another massive find for us here at ggp we’ve got plenty of upside here
Then add block cave and the huge profitability that comes from using that (Cadia prime example how ncm are masters in this and got one of the lowest cost operating mines in Australia with one of the biggest resources)
Plenty of upside and newsflow to come here - I can’t even calculate a price target as it keeps rising as ggp keep getting better and better
Hold for gold