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Yes because you have to remember that we have scalleywag and other licences with similar characteristics to Haverion And so long term then newcrest would Be sorted whilst Haverion would be their near term play

Plus the economies of scale too would make it cheaper in that respect for newcrest Ie mining etc

I believe we will Be at 25p+ in 2020 for just Haverion so if they want it early then they factor this in with the other licenses

Don’t know if it’s been mentioned before but Sandip is doing a presentation at 630 gmt today

BIG DAY TODAY!!!

Mickey - the way In which Sandip was excited about Haverion in the presentation and the fact it was deemed one of the 4 major highlights in. The presentation to all their giant investor base.

Newcrest know this is a company changer for them which imo means 15-20m oz as that’s the level they need to please their shareholders

They’ve increased the rig amount as last time I recall it was only 6 and GH said they are accelerating to phase three as indicated with the 25m budget advance

You wouldn’t do that unless you know how important and vital it is to them

Glad I’m Hold for gold here

Excuse me one account only! Defamatory comment there

Repost of Johnny Evans - valuations and calculations

Ok here goes...Proper maths on Havieron....here are the targets sub 10 mln ounces...we could be nearer 20 mln ounces here by end of 2020 early 2021. The amount per ounce paid usd goes up with the bigger the resource. 

A) If 7.5moz at $180, stake GBP 312m =>8.8pp. B)If 7.5moz at $225 (more realistic see below chart and link ) =>gbp 389m=> 10.9p
A) If 9moz at $180, stake GBP 374m=> 10.5p. B)If 9moz at 225 (more realistic) => stake GBp 467m=> 13p.

Now if we are 20 mln ounces then u can now see why many are talking about 25p + share price. In all the above scenarios the price is massively undervalued here and with 20,000 to 30,000 m of drilling to come from newcrest over the next 2 quarters and the Maiden resource estimate we are heading up fast from here.

For those that question why does the USD per ounce go up....read this link from BHP Bilton (the monster co) to understand why

https://www.bhp.com/-/media/bhp/documents/investors/reports/2006/amecconference.pdf?

See page 12 and 13 

Bronzy (me) I have added my extra calculations too

This calculation is only assuming that we get 9m oz which I know Johnny believes we will get double or higher but illustrates the Mcap of ggp

So if we get 15-20m oz which is the level that newcrest would want given that they are relying on Haverion to be their next cash cow and their global discovery

That would mean using 17.5m oz as a Median number

I) if 17m oz @ $180 = 726m GBP = 20p

ii) more Realistic if 17m oz @ $225 = 902m GBP = 25p

There you go - this is just off Haverion

We got scalleywag and others v v similar to Haverion - Rev your engines team

Hold for gold

Considering that they have sped up the budget by 25m , Sandip has said they want to mine ASAP and got applications for permits etc and the way they have promoted it

It shows this is their main primary exploration project

Even GH said they want to get to phase 3 as soon as

Happens often - seen it with my hnw friend who invests on that level - it’s a you scratch my back I scratch yours type relationship

Good point cookie

We’re just in such a good place right now here - it’s cheap as chips and institutions are taking over

You can see from the blatant MM manipulation that they are doing favours for them imo so they gather cheap stock and this is happening when ggp are visiting them in London haha

This is ready for the next massive move up and coupled with more and more results . That can happen any time as GH said we’re in a news rich period

Repost of facts we know thus far - feel free to add more

What a time to be in ggp

1. newcrest making Haverion their primary exploration project going forward
2. Newcrest Speeding up budget by 25m and progress to get results ASAP
3. We haven’t even hit all of the territory yet with northwest still untouched
4. GH said expect lots of new flow now
5. GH said he wants to maximise shareholder value
6. Great grades of gold and significant scope and size especially for newcrest level company (24bn market cap) so that means this is ginormous
7. Numis broker target 6p and that’s only from earlier drills so we got new data coming soon - they admit themselves this was conservative
8. Expecting 20-30k further meters to be drilled
9. So for estimated 5.5m oz and that’s not even scratching the surface as a company like newcrest wants 15-20m oz and then heavily promoting it means they think they can achieve that
10. Presentations to institutions meaning further BIG MONEY buying this up
11. Other 100% owned licences such as scalleywag showing very similar characteristics to Haverion so we could have 2-3 bites at this golden nugget cherry. For example We saw how similar scalleywag is to Haverion already and the more we explore and get results the better it is for us as the market will pick up the huge upside from it
12. Based on the ggp slide we can see from recent tweet at the institutional presentations - we can see “Underexplored with Huge Potential” so we’ve got significant growth to come from these levels
13. We saw institution Marlborough Nano Cap Growth Fund with 40.5 million shares as of 31/1/20 meaning big money already taking huge positions
14. Also Monday we saw huge buy of £422k at 5p meaning huge money knows this is cheap down here
15. Newcrest presentation shows Haverion as one of their main highlights of the year
16. Big institutions such as Ubs focussing in on Haverion meaning they know this is their key project
17. Sandeep said he hasn’t seen grades like this before re Haverion in the region
18. Want to start to mine ASAP
19. Ggp team are in london to speak to institutions so that means imo bigger money coming here
20. Fantastic find in gold valuations by Johnny Evans here https://www.bhp.com/-/media/bhp/documents/investors/reports/2006/amecconference.pdf? See page 12 and 13 
21. 'Telfer Effect'. The availability of the Telfer facility would significantly reduce production posts from what they would have been if a new facility was required.
22. Firetower the Greatland propspect in Tasmania where they recently found broad widths of shallow gold mineralisation
23. 15.5m buy @ £750k earlier in the week

All in all we know we’re very undervalued here and with conservative estimates thus far going to get smashed through with regular current data and newsflow - we’re on a rapid ascend - double digits imo for starters and then hold for real gains there after

25p+ 2020 hold for g

Timber exactly we are v v undervalued at these levels hence why we’ve seen some giant buys in last two weeks in one go as institutions now have control
Of this - on mj day we saw a 750k purchase so the market is waking up to this

Newcrest know this is giant too given their way of promoting it, relying on it and accelerating drills and funding

All in all this is going to majorly surpass all expectation imo just look at the calculations Johnny Evans did recently and my additional calculations just from Haverion

Repost j Evans
The amount per ounce paid usd goes up with the bigger the resource. 

A) If 7.5moz at $180, stake GBP 312m =>8.8pp.

B)If 7.5moz at $225 (more realistic see below chart and link ) =>gbp 389m=> 10.9p

A) If 9moz at $180, stake GBP 374m=> 10.5p.

B)If 9moz at 225 (more realistic) => stake GBp 467m=> 13p.

This calculation is only assuming that we get 9m oz which I know Johnny believes we will get double or higher but illustrates the Mcap of ggp

So if we get 15-20m oz which is the level that newcrest would want given that they are relying on Haverion to be their next cash cow and their global discovery

That would mean using 17.5m oz as a Median number

I) if 17m oz @ $180 = 726m GBP = 20p

ii) more Realistic if 17m oz @ $225 = 902m GBP = 25p

Now we also have v similar licenses to Haverion which GH has mentioned in scalleywag etc so this could be 2-3 bites of this golden cherry

Hold for gold 25p+ 2020

to quantify just how big ggp is going to be I used j Evans calculations which are conservative

The amount per ounce paid usd goes up with the bigger the resource. 

A) If 7.5moz at $180, stake GBP 312m =>8.8pp.

B)If 7.5moz at $225 (more realistic see below chart and link ) =>gbp 389m=> 10.9p

A) If 9moz at $180, stake GBP 374m=> 10.5p.

B)If 9moz at 225 (more realistic) => stake GBp 467m=> 13p.

This calculation is only assuming that we get 9m oz which I know Johnny believes we will get double or higher but illustrates the Mcap of ggp

So if we get 15-20m oz which is the level that newcrest would want given that they are relying on Haverion to be their next cash cow and their global discovery

That would mean using 17.5m oz as a Median number

I) if 17m oz @ $180 = 726m GBP = 20p

ii) more Realistic if 17m oz @ $225 = 902m GBP = 25p

So here we go this is going to be huge!!! The minute that newcrest started
promoting this all Over their exploration reports first
one of their four main highlights in their half year report
one of their Main discussion point in their q&a
Institutions ie UBS discussing this

We know this is going to be giant sized.

Couple this with the fact that we have other licences which like Haverion have v v similar characteristics
then we may have two or three more giant plays to come at ggp and it doesn’t take Einstein to work out the maths on that given the above calculations (2x25= :))))) )

Imo very very undervalued here - hence why funds/institutions are Buying huge like 15.5m for £750,000 the other day

Relax and enjoy - hold for gold 25p+ 2020

Does just keep getting better and better Johnny

We’re at the start of the race here and given the way newcrest are going full steam wkth Haverion drilling , budget acceleration and deeming it their new era discocvery we know this is going to be huge esp as a company like newcrest only want 15-20m oz level plays

And per your calculations just off Haverion that’s 25p+

Then we got the other licences which per GH can be like Haverion therefore we could even get 2 more bites of this golden cherry

Imo relax and hold for gold

Thanks I’ve added those in and the whopper 750k buy the insititution bought today

Hold for gold team .

4.9 when the ask was 4.7 at that time

Institutional money!!!

What have we all been saying!!!

This is huge!!! Massive rise coming

Repost of facts we know thus far - Added more today

What a time to be in ggp

1. newcrest making Haverion their primary exploration project going forward as you can ascertain from the half year presentation
2. Newcrest Speeding up budget by 25m and progress to get results ASAP
3. We haven’t even hit all of the territory yet with northwest still untouched
4. GH said expect lots of new flow now
5. GH said he wants to maximise shareholder value
6. Great grades of gold and significant scope and size especially for newcrest level company (24bn market cap) so that means this is ginormous
7. Numis broker target 6p and that’s only from earlier drills so we got new data coming soon - they admit themselves this was conservative
8. Expecting 20-30k further meters to be drilled
9. So for estimated 5.5m oz and that’s not even scratching the surface as a company like newcrest wants 15-20m oz and then heavily promoting it means they think they can achieve that
10. Presentations to institutions meaning further BIG MONEY buying this up
11. Other 100% owned licences such as scalleywag showing very similar characteristics to Haverion so we could have 2-3 bites at this golden nugget cherry. For example We saw how similar scalleywag is to Haverion already and the more we explore and get results the better it is for us as the market will pick up the huge upside from it
12. Based on the ggp slide we can see from recent tweet at the institutional presentations - we can see “Underexplored with Huge Potential” so we’ve got significant growth to come from these levels
13. We saw institution Marlborough Nano Cap Growth Fund with 40.5 million shares as of 31/1/20 meaning big money already taking huge positions
14. Also Monday we saw huge buy of £422k at 5p meaning huge money knows this is cheap down here
15. Newcrest presentation shows Haverion as one of their main highlights of the year
16. Big institutions such as Ubs focussing in on Haverion meaning they know this is their key project
17. Sandeep said he hasn’t seen grades like this before re Haverion in the region
18. Want to start to mine ASAP
19. Ggp team are in london to speak to institutions so that means imo bigger money coming here
20. Fantastic find in gold valuations by Johnny Evans here https://www.bhp.com/-/media/bhp/documents/investors/reports/2006/amecconference.pdf?
See page 12 and 13 

All in all we know we’re very undervalued here and with conservative estimates thus far going to get smashed through with regular current data and newsflow - we’re on a rapid ascend - double digits imo for starters and then hold for real gains there after

25p+ 2020 hold for gold

Huge volumes here 206m already and we just warming up the afternoon session

Huge institutional money taking over now

Simple here hold for gold

Johnny Evans super-post

Ok here goes...Proper maths on Havieron....here are the targets sub 10 mln ounces...we could be nearer 20 mln ounces here by end of 2020 early 2021. The amount per ounce paid usd goes up with the bigger the resource. 

A) If 7.5moz at $180, stake GBP 312m =>8.8pp. B)If 7.5moz at $225 (more realistic see below chart and link ) =>gbp 389m=> 10.9p
A) If 9moz at $180, stake GBP 374m=> 10.5p. B)If 9moz at 225 (more realistic) => stake GBp 467m=> 13p.

Now if we are 20 mln ounces then u can now see why many are talking about 25p + share price. In all the above scenarios the price is massively undervalued here and with 20,000 to 30,000 m of drilling to come from newcrest over the next 2 quarters and the Maiden resource estimate we are heading up fast from here. Last few days have just been clearing out all the retail traders and replacing with smart money...now watch the price boom 

For those that question why does the USD per ounce go up....read this link from BHP Bilton (the monster co) to understand why

https://www.bhp.com/-/media/bhp/documents/investors/reports/2006/amecconference.pdf?

See page 12 and 13 

Stick with the experts shall we....yeap...but nice trying to deramp this guys but i stick with the fundamentals and research here...see you at multiples these prices

Calm and long...

Repost from earlier - it’s only going to get better

it’s been huge and record breaking for ggp this year and it’s only mid February and still this is just the start of the giant rise to come

GH said this is going to be a transformative year for ggp in his recent interview

Numis report stating 6p target and 5.5m oz is based on old data pre new year and now newcrest have done major drilling since and we’ve still got 20-30k to go

Numis report also stated it was conservative meaning they know 6p and 5.5m oz is far too low

Thanks to Johnny Evans great post which I will post below we have very exact quantifications as to how we can get to 25p+ just based off haverion

The company has presented to Institutions and we’ve seen huge buys meaning big sticky money will soon control this which is great for us

Other licences such as a scalleywag have v similar characteristics to Haverion meaning we can have 2-3 more major gold finds like Haverion

The company is cash rich and well capitalised for Activities for 2020 Per the February 2020 company presentation - great to know

Most importantly

newcrest

the 24bn values company have commended, praised and Lauded over Haverion citing it as their new era discovery and highlighting it as key to their future.

A company that big will only want gold levels of 15-20m oz at least to make it worth their while and given the below it seems it will Be that

Accelerated the project and speeding to phase 3

Bringing forward 25m budget to facilitate this

Ceo verbally excited by discussing Haverion and the company promoting it first on their twitter posts, presentations and reports - major publicity for it

the grade A Institutions such as UBS etc all keen to know about Haverion as they know how big this can go

All in all we’re in for a chart topping heart stopping ride up the mountain here and we’re only just at the lowly base ready to ascend

First imo double digits then the real move to 25p+ 2020 just for Haverion

Here is Johnny Evans repost

Brilliant stuff

Hold For gold

Great post Johnny explains it all very very well

The article helps really validate what we have been saying all Along that with huge deposits which we are expecting why we expect the company valuation to be above 500mcap and share price 25m+

This is just off Haverion what we know so far - I’m expecting even better results here at ggp On the whole as we’ve got scalleywag and other licences which have similar characteristics to Haverion and in the words of GH and the company institutional presentation that they could be other tier 1 prospects

Really cheap round here and with it being news rich period per GH we got a a lot way up still to go :))

Hold for gold