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Just seen the updated notes on twitter about greatland gold and wow It’s very very good
Main topic is about how block cave mining which is most likely the method for mining here and is significantly cheaper (about 4 times cheaper) to do than normal mining
Meaning that we have much more profitibilty and roi (attractive for Newcrest buy out as well)
New targets are
Low -27p
Medium 60p
High - 86p
Massive upside here plus gold is starting to attract major upward traction and all related gold stocks
Coupled with the Financial Times article today all I can is imo ggp is at the start of a massive upward movement now
Ft article:
ft.com/content/cdb4be4c-65c3-482c-84bb-429b54355db5
Twitter calculations: https://twitter.com/ValueAimTrader/status/1276146454634119168?s=20
Hold for gold
Spot on paddy
The guy doesn’t realise the amount of regulation a giant company like Newcrest has and can’t state things incorrectly as it’s a 24bn mcap company and not some small cap.
Honestly guy has zero credibility in my eyes
Let’s move on From this
I saw on twitter great notes again by @valueaimtrader - Very very thorough and including a lot of detail which has been missed by many of the analysts in my opinion so I feel these are the most accurate ones but so far
‘’ I have summarised today my investment case on #GGP
- Plenty more upside from here
- 3 valuation scenarios illustrated:
Low case 25-29p
July update 35-39p
Blue-sky target at 44-66p
- Benefits from futher analysts/investors coverage
-M&A case growing stronger
Read below
#Gold’’
https://twitter.com/valueaimtrader/status/1273163127690080264?s=21
Hold for gold
I saw on twitter great notes again by @valueaimtrader - Very very thorough and including a lot of detail which has been missed by many of the analysts in my opinion so I feel these are the most accurate ones but so far
‘’ I have summarised today my investment case on #GGP
- Plenty more upside from here
- 3 valuation scenarios illustrated:
Low case 25-29p
July update 35-39p
Blue-sky target at 44-66p
- Benefits from futher analysts/investors coverage
-M&A case growing stronger
Read below
#Gold’’
Such a good times coming here on ggp
1. Best drill results to date at Havieron.
2. More drilling an expected if you see the Newcrest report they’ve actually done 7km already of the 80km from July so they are well ahead of schedule and this is approx May data so they are zooming through drilling
3. They are expanding 220m officially but we have seen on paddy sat that they’ve done much more than that = finding a lot of gold
4. Aim listing —> big aim funds and other will automatically buy into it
5. Ubs and other bank massively bullish on Havieron and touting it as the main reason to buy Newcrest and indirectly ggp as a result
6. The value attributed to Newcrest due to Havieron is multi billion from ubs which means approx our value of Haverion is now 1bn+ as of current data used by ubs - this is only set to grow
7. Scalleywag - it’s starting and similar from physical properties to Havieron - another pick of the golden cherry
8. Gold is expected to rally more to new records
9. Gold is scarce round the world so any gold discovery of size like Havieron has automatically even more value than expected
10. Newcrest
Need significant return on investment in order to do a takeover and that’s what Havieron hasWith 10 times the gold grades of telfer I’m very cheap operating costs due to the infrastructure already being in place this is the perfect takeover target at fair value and in my opinion I feel after the July results we are going to see some fireworks
This is so exciting me - better than the summer of 69 (Bryan Adams reference for you fellow Oldies)
Hold for the summer of gold
https://youtu.be/w0CXUkQXyWE
Link to the amazing interview - from GH
Outstanding
Hold for gold
https://twitter.com/newcrestmining/status/1270856401187790848?s=21
An amazing for us!! They’ve essentially promoted Greatland gold to all their massive INsitutions which they’ve never done before on twitter etc
I feel with the best results to date at Havieron and all the eyes coming onto Greatland were in prime time here before the aim 100 listing where even more big money will look at us
Hold for gold
https://twitter.com/ValueAimTrader/status/1268860907314188289?s=19
https://twitter.com/paddygall1/status/1268847889461268481?s=21
Basically index funds have to buy ggp stock once it reaches the index meaning we are in for a massive influx of buying soon in addition to all the extra eyes from institutions and banks ie ubs and funds which are already looking at Havieron and ggp imo as a result
Big times ahead
Hold for gold
https://twitter.com/ValueAimTrader/status/1268475866385915904?s=19
It’s come from an article from financial review and all signs are pointing to ggp
https://www.afr.com/companies/mining/perseus-deal-latest-in-gold-sector-m-and-a-20200603-p54z0s
It’s in the middle of the article
But like the tweet said we got a long way up to fair value so get ready folks seems like it’s coming
Hold for take over gold
On the newcrest rns re the cash increase
‘Positions us well to fund our future growth options‘
They are lining up everything - what a time to be a Greatland holder :)))
Hold for takeover gold
I think that sounds right Tom - I haven’t crunched then exactly but I think you’ve Got it right
https://twitter.com/ValueAimTrader/status/1267758278743900160?s=19
Newcrest increased cash by $200m (aus) another massive sign imo that there gearing up a big Aquisition and sandeep did say they acquire when’re here is high ROI and he also said that running Havieron via telfer mine is v v v high margins esp with the gold grades being 10x that of tefler
I think we’re seeing all signing pointing to T/so at fair value :))
Hold for gold
https://twitter.com/valueaimtrader/status/1267370974162366465?s=21
Seems like the credit Suisse fund were the big buyers on Friday and also today.
this is getting juicy now with real institutional interest now coming in
Hold for gold
From next week the we start our trip to the interims and we know from all the activity and information that this will be great set of results and will be a head turner for institutions and shareholders alike
So in between last set of results
1. 9 rigs in operation 24/7 non stop
2. Officially on stage 3 of farm in
3. Paddy sat has show us we’ve been doing major step outs in the SW and NW region and extra drilling all round. They wouldn’t drill extra in same areas if they didn’t think they’d strike so that’s v v encouraging
4. Bank of America conference has show that Havieron is v v important to Newcrest and sandeep couldn’t stop talking about it
5. Same conference also alerted a lot of insititutions about Havieron so I’m expecting that to be a focal point going forward
6. We also have had excellent note produced from hamman however it failed to include all the current and other information but still encouraging
7. We had a more accurate and relevant personal notes produced by valueaimtrader which imo is prod the best one out there. It included the breccia And real time Information which others have yet to include and just based off current info that’s a target of 22p
8. That note and the wall street analysis both agree that 40p+ is a v viable target and that will include if scalleywag hits and that’s very likely as that has v similar properties to havieron
9. Scalleywag and other drilling starting near term per GH
10. GH himself has said he wants to maximise shareholder value here and they always deliver
Exciting times ahead and I feel we are just at the tipping point for a massive upward trajectory From these base levels here
Hold for gold
Thanks paddy i agree with you on this. Using current info aka what’s there to march is what they l use and let’s be honest they haven’t really delved into what Haverion really could be and what else we know ie via your paddysat
Also the fact sandeep can’t stop talking about Havieron is the biggest giveaway and fact they said themselves their biggest era find is Havieron
Main takeaway is that we’re on the analysts radar meaning that come interims and all the news flow we will keep getting revised and better analysis from the big boys showing how big this will be
Hold for gold
Hi magic
Many thanks for your presentation and hard work on Greatland gold - really appreciate it and helps inform everyone just how great an opportunity we have here at ggp in making history with the gold discovery which we have here
Keep up the good work :)
Hold for gold
* nice one paddy thanks
(Can’t bloomin type today )
Nice I’m paddy thanks
Hold for multiples from here gold
What’s great about the note is that this is the base low case scanrio just based off current data 22p - and has lots of items analysts have missed ie breccia etc
All in all it really has opened the eyes of just how big this is and once we get the drill results from interims etc this will be revised to much higher like the 44-66p as per note
Hold for mulitple me from here gold