Member Info for Chuffchuff

Just what I was wondering. Any results in before ASX listing do we think?

"There's a lot of resource and exploration that's not in this update" —SD 18/03/25

Praise due also to Newmont who put right a lot of issues after the dereliction of duties by Newcrest. These foundations of safety, responsibility and a sense of regard for the workforce put strong foundations behind the flying start GGP experienced at takeover. Yes I know Newmont are invested in this too, but the diligence and responsibility will not have gone unnoticed by those we may have cause to have partnerships with in the future.

This has given me a headache on what to do with my pension lump sum due in a few weeks depending on just how far the price moves. A good position to be in I guess

I'm in profit by a healthy 30% or so whilst not long ago I was bobbing under water and back up again like a learner swimmer. What it did take was a fair bit of free cash for me to average down in the way I did and not everyone has that luxury. It was a high risk move due to the potential overcommital of resource into one share. But it is starting to pay off and more than ever I can't see anything to drag it down. I don't really put too much store in the manipulation scenario even if it's likely that PI resolve can be exploited. My one and only gripe in an otherwise stunning strategy by SD was the retail offer. People say we all had a chance to buy in. In reality no we didn't. You either needed ready cash or the ability to sell other stock for them to clear in time. Not all investment providers were able to pass on the retail offer. Much to my chagrin mine didn't. Furthermore when stock was suspended they were slow to enable buying again at the surpressed price. In that sense I do feel that a few of us got screwed over on that opportunity and as usual it is the ordinary bloke that misses out. All in all however it's still working out and whilst I can't hold until Havieron production most likely I remain hopeful that the next 6 months should see substantial increase and lift any of you remaining underwater back up into the blue.

After considered but positive posts for most of yesterday I can't believe people have got so cranky over a re-trace of one tenth of one percent! 🙄

7.5% today. A 6% rise tomorrow would bring us a 10p Friday

Thanks speedy. Flagged by you for a long time but whilst some of the other funds I've been in have served me well (particularly in tech) we are in different times for sure. The positive side here is that it's not simply a "safe haven", but potentially it could outperform most out there. As the penny drops the shift will be significant I believe.

I suspect a degree of panic is setting in to the PI market space. Many of the traditional bedrock funds that skew towards US tech and manufacturing are spooked by the pace of what's going on around tarrifs and huge uncertainty. I in my own small way shifted my portfolio today and whilst already GGP heavy I could not find a better home for my newly cleared funds and so I'm even heavier here now. There will be many others doing the same in the coming weeks and months. That swell in sentiment as people look for alternatives for their investments is just another cog in the machine that includes all the catalysts we know are coming this month and beyond.

Indeed. I bought more regardless right now. Sold on a generalised fund that had too much weight in American stocks so although that was always my safety net I see much more solidity here and still huge potential gain both short and long term. Of course it's people's own money and this is my risk, my strategy.

I just had some funds clear this morning to buy in but I've already lost a bit of uplift. Typical

I believe it's USA, Japan and Canada Ben but Australia punches above it's weight for a relatively low population due to the structure if it's schemes

Australia apparently has the 4th biggest pensions (superannuation) market in the world . At the current growth rate it would be second largest by 2030/31. Soon this market will have direct access to GGP shares.

Agreed. Perhaps sub-9's will even become history today 😉

I'm making preparations now for utilising the April '25 new ISA allowance. I'm thinking we'll have about a 3 week window to pick up more shares at still attractive prices before the March quarterly figures come through. It seems logical to use that facility as then ASX will only be a few short weeks away and sub 9's will I hope be history.

Always had this filed under 'patience'. Pleasing to see the hard work bringing news on both fronts. Happy spring!

As we're just less than 6 weeks away from the new ISA year perhaps leaks from the Theale meet could be avoided 😉

Why ignore he rest when I answered your question as a holder in terms of my relationship to the SP? Selectivity in a poster is a red flag. I've even told you that Havieron productivity isn't now within my timeline but I still look forward to the FS in the second half of the year which may bring a further up tick I hope. You either think it will be mined or you don't. I doubt anyone can convince you until the decline resumes (and perhaps a second decline is initiated).

Tinners. In spite of my earlier comments about frustration with SP and whether the Havieron timeline steals somewhat from the "wow factor" (for now), I reject your overall premise. I first bought in near the peak of the SP (only about £5k I think) and bought consistently on the drop based on news and potential even if with benefit of hindsight I would best have invested elsewhere and bought for the first time a few short months ago. I'm not bitter about the journey. A bit disillusioned at times maybe but I don't really understand the complete negativity. Do you really think Havieron will never be profitably mined? I wish it was earlier but if I were 5 or 10 years younger and could hold I would be happy with the projected path. What is clear to me is that whilst this wasn't the whirlwind journey to a multibagger I feel things are derisked enough for me not to have done the wrong thing in multiplying my initial investment many times over and for me if things tick over as they do, those ha'penny rises make thousands. You do write with a familiar style but with many less spelling errors to which I've become accustomed.

I'll wait on the response to full quarter results and then the ASX reaction before I decide where I'm personally at. I feel there will be an uplift but this share has a habit of biting back. At the moment the SP most certainly does not appear to represent the financial and strategic strength of the company. I can't make my mind up if this is due to the Havieron lengthened timescale or not. Is it simply a case that Havieron was the sexier story rather than the stability we have with Telfer? I'm earnestly hoping that ASX will bring the institutions in and the headlines start to roll. A few updates on Hav would be nice but the timescale to first ore is too far for me to hold. As great as this story is I've seen people reach the end of their financial journey where they are having to draw on their stake. I'm not quite there yet but loving the asset is not enough for all the stats, graphics, potential etc if there is not going to be a significant uplift over the next 6-9 months in my case. Relieved to be in profit (many still aren't) but the extent to which this single share overbalances my portfolio appears to be foolhardy on paper, even if it was necessary to get back above water. I didn't necessarily think the recent drill results would blow the doors off but I did think it might get us into the 9's and for that to be the floor. Frustrated but still patient.