Member Info for Chuffchuff

There was an interesting programme on electric cars today. As usual this government is way behind the curve but at various points during the programme it is evident that Lithium is critical to the future of the Net Zero agenda, even if the timing slips. Some references to mining, supply and demand etc. so whilst not Lithium specific still a good watch for those with a general interest. It also bats away any immediate prospect if alternative technologies bettering Lithium batteries in the medium term: Panorama, Electric Cars: Is It Time to Buy?: www.bbc.co.uk/iplayer/episode/m001mwr2 via @bbciplayer

To put it crudely, everything is a bit wonky due to the Newcrest/Newmont situation. I honestly think the this has been the biggest suppressant imply due to extending the imelines of the catalysts. That said the decline has kept going. The pressure release of good news with takeover complete, a new partner where there is no more tip-toeing around, the asx listing, the dtm - these things are going to come unbelievably thick and fast from the autumn. Until then I'm not flapping over the SP anymore. Once these events tick over I (as should all of you) will decide where GGP are at. If the market doesn't bite off some of that then I will concede I have played this wrong. But not before

Dobbs. What you are doing is known as targeted harassment. You target the same individual over and over. You don't have to like what he writes but the way you pop up is sinister just like a stalker. Most of what you say targets one individual, always without provocation and it is a singularity nasty and sinister way of posting. Reported

Topped up again here too by a modest amount today, but my total holdings overall have averaged me down significantly and I feel really well placed for the upside. There are some real AIM bargains atm even with the associated risks. There are some notable companies with all the fundamentals in place and a lot of de-risking already undertaken or in the process thereof. A lot of the price suppression is down to global uncertainties I feel, but with this and a few other holdings knowledge is key. New markets await us

Very welcome news. I got a bit lucky with the timing on this share having gained 100% on the previous wave, profit took at 87 before the drop and bought again in high 30's. It doesn't always go that way but this time I anticipate a longer term hold based on the fundamentals. GLA

Well I managed to profit take on 85p over there so effectively half my GGP shares were bought off pure profits gained elsewhere even though I have a small paper loss here until back above 8.75p. Back in there so looking forward to the next 12 months for both companies along with another one I hold with a very positive outlook (I won't mention them though or this really will look like cross-ramping!)

Yes Ace. Cleantech

Interestingly CTL are looking to list on ASX later this quarter off the back of a resource upgrade. I know they are a different beast and their resource isn't in Australia, but if it happens before GGP it will be interesting to observe the market reaction and any effect on SP. I'm NOT ramping this share (DYOR) I'm mentioning it as events there may shine a light on what to expect.

I agree with the principle of the Lassonde Curve but the current state of UK investment is dire. This is why to move this on the ASX listing is essential. It is institutions that will lift the SP and bring a degree of resilience. When we get to 2x current SP some PI"s will bail out (and in significant numbers depending on age, portfolio etc. The institutions however will hold and it is of the back of this that Lassonde holds true. That other website King whatever looks like cheap spam whether or not the content is true

I don't know why all my capitals disappeared in my last post. I meant that as in capital letters not wealth!

i've come to accept that there's so may jitters in the market in general that those are amplified tenfold on aim atm. i doubt that even our most confident posters are entirely comfortable with the fragility of things as they stand (but won't publicly say so as it would feed into a negative narrative). the reason i am holding is not just to sit it out for the catalysts (i don't have much choice now really as if i were to have bailed it would have been a year ago), but i have to keep coming back to the obvious expertise ggp have in exploration and knowing where to drill. partners want us on board. we have sound credentials and for our expertise the likes of rio into are prepared to give is a decent cut. whatever the negatives in that article, the future hits are not to be underestimated however the sums stack up on havieron. i will be stripping out one or two aim stocks i hold as i do generally impose a stop loss. but this and two others i hold i believe are undervalued and however nerve-jangling it gets i will ride it out. it is still **** to constantly be buying low for it to go even lower but i hope in two months time we will break out. not massively so perhaps, but enough for a collective sigh of relief

Well I'm not sure I'll be in a position to hold on to my shares for dividends, but as painful as the SP is it is pretty clear that nothing will move unless there is revelatory news or the catalysts start to trickle in. I'm not expecting anything until late August and even then I think we need Newmont to crack on once the deal is done for us to move upwards. I'm still buying small amounts at these low prices. Unless I've completely lost my marbles I struggle to see how we will not be in a better position in 9 months. My holding target is 2 years unless one or two other investments do as I hope and then just maybe I can carry this forward for modest income in retirement rather than sell. DYOR

What a mess. I'm not invested so heavily that I have to stay but I feel morally obliged to put a stop loss out for a family member who I encouraged to buy in at a higher SP than I did. Really unimpressed

Titling a thread "bed wetters" is the very reason why no one in the whole spectrum of opinion on here should take the moral high ground as some appear to do. Many of those with misgivings about some of the process or the options ahead have held or bought more. I agree with those that want to see us generate income off Havieron (I would actually prefer this in partnership) and then develop other assets with an income stream

If he moves along would that make him an ex-plode?

I'll submit an ice breaker question for the next TH event or online Q&A whether SD might consider GGP gifting the "quality base of UK shareholders that have supported Greatland on its growth journey to date" a first pour commemorative coin

Toffers I hope you aren't on a large transaction fee per trade or with multiple small trades you are eating into your holding big time

So we could hit the ore body by Christmas in one of the better case scenarios with improved ground conditions and yet with something precious sitting in the shovel there might still be no official FS or DTM according to some?

If Newcrest is holding the vote in September I would hope that Newmont (in anticipation of a 'yes' to acquisition) will already be in a position to definitively state their own plans for Havieron. Recent drill updates should be loaded in the interim and surely the DFS must be in by early autumn. If there is any hesitancy on the part of Newmont once the acquisition has gone through then this is the time SD needs to kick off

Thanks for posting that Bellers (8.32). I intimated as much a couple of weeks ago when I said :

"As an explorer GGP have put some play on their community relations, ethical considerations and as both explorer and miner going forward their expressed intent to be as green as possible in their operations. There is an advantage here in as much as some of their senior partners carry a bit of baggage and given the additional scrutiny now being placed on all the above, GGP putting a line in the sand and offering a way forward that is "baggage-free" may be another reason why we are viewed as a good partner."

My post barely got a like or a sniff because there's a few who have me down as a wrong 'un. Re posters stopping the negativity, unfortunately by some everyone gets tarred with the same brush. Over recent weeks I've been more aligned to those who have continued to hold but have some disquiet over recent issues with the SP. It's lazy to infer that disquiet means that AIM is too hot to handle for us and to therefore take our money elsewhere. Many of us are seasoned personal investors. I still believe in this share and the prospects although confidence helps to drive the market and I'm downgrading my most optimistic personal forecasts until I see what effect the real drivers of the SP will have (eg stake in Hav, the DTM, future raise and timing of it, new discoveries etc). I am invested in the share now to the extent that a complete disaster would affect my life in retirement. Not disastrously so as my other investments remain on target, but GGP is the difference between a retirement without stress and maybe a few luxuries, or one where I have to watch the pennies a bit more. I averaged down along the way where my break even is 9p. I bought more in the 7's to do this but then when we rose back up to 9 I thought (wrongly - my fault alone) that we had bottomed and we're on the rise so I bought about 20% more again. Of course that has put me in deficit again with the subsequent drop. I'm not bleating or wailing about it, but it's perfectly reasonable to have questions and even worries. It's not to hot to handle, but like some others it's probably locking me in for longer and meaning I will have to work a year longer before retirement. Many other AIM shares I would have cut my losses but I'm hanging on for the uplift. I do get a bit tired though when so many of the apparent top circle here, the gatekeepers of the forum it seems, so routinely cast the merest hint of despondency as a red flag.