Does anyone know what GGP's hedge policy is going forward? I'm pretty sure from memory, we had a floor, but no cap hedge in place, but not sure for how long or what percent of production it covers. Would appreciate comments from anyone with some knowledge on this. Thanks in advance
Likely to have an effect on the pog for a little while yet. China/Taiwan, Yemen/Saudi, Russia, Ukraine, Israel/iran. None of which h, unfortunately are anywhere near resolved
I watched a very interesting piece on Bloomberg yesterday, all about how China produce over 90% of the magnets and how countries are now concerned they will use that as a geopolitical weapon. Countries desperate to source elsewhere. Well worth a watch. It may have been a repeat, I'm not sure
Hopefully the start of something good fir us long suffering holders. If I had wanted to see a pantomime, I would have bought some tickets, not these share certs!
Personally I see GGP now as a low risk/medium reward. As I said, I'm looking for a higher/risk reward ratio. It's free money now, so can afford to lose it (although would hope not to!)
Is it acceptable here to ask what other mining explorers investors are holding or interested in? I retain a core holding here, but have top sliced some and are looking for a new home for that money. Something that has greater risk/reward
I don't know how much power that Telfer consumes comes from Solar, but this would seem a sensible long term plan. Another company I'm invested in -Atalayar generate a substantial amount of their power needs from Solar, after building a farm recently. Any thoughts on this?