Member Info for ceejay101

I was looking up on Friday for different companies and how much they went up upon ratification. It most cases it was less than 30%. It will be interesting to see if Atlantic acts differently, especially as we have had a good run up in recent weeks.

I know lots of people will have a view of waiting for production but others will have an exit price in mind or waiting for a specific event.

I'm curious what everyone thinks the sp will be upon ewo

No rns. Perhaps trading will continue here. I'm sure I've seen past examples of trading halts on asx but not here.

At least the legal experts in Ghanaian parliamentarian process only post over the weekend. It leaves us the rest of the week to discuss share price forecasts over the coming weeks and months

How about a price rise heading into the session (which is possibly where we are now) and then once it is being debated with fluctuations in between. That means ratification will get priced in early or only a modest premium once it is reached.

I'm seeing $0.3 aud. Given the aud/GBP rate has drifted I'm converting to 16p. I'm inferring that we are leading the price on the basis that Ghana is more aligned to the UK timezone. When news drops we will likely be all over it unless it is late in the day

AI stocks took a battering and potentially took a bit of shine off gold and silver. All we need is DJT to have a few words of chaos to up the POG.

I couldnt get live prices earlier but looks ok now

I noticed last week before the big drop that the correlation between the precious metals price and precious metals miners was reduced. So for example, in the past you would see a 1% increase in the silver price resulted in a 1.5-2% miner increase. Last week with the elevated metal prices the miners seemed to go up less. My view is that the market believed these prices were a blip and due a correction.

Where does this leave us? The gains in miners will be more of a gradual until FY results on the basis that the current metals price is where market wants it. I've added in a gold miner etf which I believe will outperform as the results roll in and will then add more back into fres closer to results.

Ggp is holding up well. I have a feeling that the yanks are going to drop the price of gold faster than Mandy's pants

That was the Japanese housewife trade. I mentioned this to my wife, she wanted in and put money into ggp. It's beaten her slow and steady cash ISA hands down

Hoc full year results came out this morning and PAAS preliminary results yesterday. Hoc barely turned the dial, looks like high AISC kept their rise low although they have moved well over the past month.

Hopefully fres can blow the bloody doors off.

Hoc results came out this morning and

How will CME react to wider geo-political/macro events? I wonder at what price the paper and physical market gets completely broken.

@Longterm

It's a good thing you are longterm

@Dip666 - thanks for your response. When I asked copilot for the analysis I had about 20 companies plugged in that I am either invested in or considering as well as the risky silver plays like hycroft mining.

The risk reward had GGP as 4th for precisely the reasons you called out. Jurisdiction is definitely a positive as were the catalysts that we are already of for this year.

The streaming companies like Wheaton, Franco Nevada, triple flag were seen as rock solid performers but lower growth.

I didn't ask copilot for specific high growth/high risk stocks but asked for ranking based on a balanced approach.

I've created my own model to identify top picks for in the gold/silver market and to include producers, developers, streaming companies listed across Aus, UK, Canadian and us. It uses a risk based approach, uses historic financials, aisc, forecasts, jurisdictional risk and a number of other factors including future gold and silver prices into 2026.

Based on the results identified GGP came a good 4th will more potential than the top 3. The others were agnacio eagle (solid gold large cap), pan American (silver exposure) and northern star (interesting after today's fall…)

Before I get shot down that this should be a GGP only discussion, well I see there are three factors that make up the ggp price.

1. Operations & discovery (how much is in the ground and how much we can take out)

2. Micro-economics ( financials of the company including aisc) + competitive advantage which includes understanding about other companies and how they compare on share price performance

3. Macro economics - factors affecting the price of gold, copper, tax regimes etc.

I would be interested to know if anyone has done any of their own research and checked how GGP compared to peers?

The sole purpose of the increased margin by CME is for risk management and likely to kill off too much speculation. This time we all know that the physical demand is significant and exists.

Eventually we will get to a 'quickening' (highlander reference) where the market will take back control. It looks like the fun and games will happen in the next few weeks.

Nicely explained about physical Vs paper and the demand for physical in the coming year. Lots of bulls with silver, it does present a case for those in miners to diversify. Platinum also seems to be on the run this week.

If only ggp did silver...

Any views on hycroft? Eric sprott was pushing it over the weekend, up over 40% today. He's pretty much of the view the silver price will be going through the roof in the coming quarters