Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Afternoon folks, is anyone else having difficulty logging in to ii ?
PG, Amazing tech, makes me want to invest in TruScan...
Did you spot that they are using a Dyson Airblade V to dry the cores? look at 00:48
Stay Safe
Ipad, I used to be a regular at Sally's Tea Rooms, at Compton... And the Watts Gallery...
Was on my pre speed camera/ radar gun route to my then home in Greyshott...
Happy days
Tigger, Mush, Jerry, VS, Max et al,
Think in a previous Drinks convo, I mentioned the Harrow Inn at Steep.. but the Stag On The River in Godalming is an excellent choice.. Actually any Pub right now would be nice, especially one in a lovely part of the world, full of the GGP Crew.
I sincerely hope that PG and Magic, Sclm and any of the other excellent contributors can join..
Stay well folks, hold for gold...
GLA LTH's
Red, I hope they achieve commercially viable volumes with their technology, it will be huge when it is scaleable and affordable... Until then ICE and EV's are going to dominate.
Stay Well
GLA LTH's
Hydrogen will be the solution once they have worked out how to produce it at commercial quantities at local refilling centres.
I have been driven in the new Toyota Mirai a few times, and its great... But they are really just demo models, unless you live close to one of the (if memory serves me right) 10 stations in the UK..
I have had an i3 120A BMW for the last year, fully Electric.
It is way better than I could have imagined, in the Winter the range is about 150, in the summer 220 odd.. I lease mine from a Co called Evezy, and its stupidly cheap to run.
I pay £400pm, and that includes 12K MPA, Tax, Insurance, and a free charging card for the Polar Plus Network.
I live in Westminster, and get free Residents parking as it is fully EV.
Charging would be the only factor that determines anyone's decision on whether to get an EV.. IF you can charge at Home, or at Work, or there are plentiful chargers close to Home, then you will forget after a week that you are in an EV.. it's just a quicker, quieter car. there are many choice options, Tesla having as PG mentioned plenty of fit and finish issues, but they have the fastest and most plentiful chargers.
From the research that I did it seems the Environmental arguments are all total BS, as the real costs of production of the Batteries, and the cost of disposal, combined with the Fossil Fuel's used to generate Electricity, mean that you have to do an estimated 350K Miles before they become genuinely less polluting than the equivalent conventional car.
For city use, they are a godsend, as zero emissions, makes the local pollution levels far less toxic. It is noticeable in Central London.
For me, I have probably halved my motoring costs per year.
https://www.space.com/17933-nasa-television-webcasts-live-space-tv.html
I had a word with SpaceX, and they promised to make sure they took some good Pics of Haveiron...
Stay well
VS, Trucky etc, I have never argued that it is likely that GGP become a stand alone miner... But I also have never once heard GH state that he wouldn't become one, if it was the best route for maximum return to SH..
The other very strong reason why I think he wouldn't say it, is if he is telling NCM that GGP haven't got the ability to keep their 25%, then NCM are going to know that they can buy it for peanuts, rather than having to make an offer which reflects the true value, based on loss of revenue to GGP over the potential mine life etc....
It seems like pretty basic negotiating strategy to me...
Hold for Gold
"SocilistB.. in January GH said not mining"
What I like to see on this board, is facts and I was just disputing your quote...
I was not commenting on the route to maximum value for shareholders!
Stay safe
Morning Folks,
Trucky, can you show me where GH says GGP won't /can't become a miner? As I have personally asked him the question at the 2018 & 2019 AGM's, and his response was that it wasn't a likely outcome, but whatever route optimised value for shareholders, would be the route that GGP would take. He said if that was the case, he would probably no longer be CEO and the BOD would have to evolve, to include new skill sets etc...
Stay Safe
GLALTH's
It made me think of BungaBunga, I had zero idea, that the earliest use was according to Wiki:
An 1852 issue of Hogg's Instructor states that "bunga bunga" is the name given by locals to a location near Moreton Bay on the eastern coast of Australia.[1]
In 1910 Horace de Vere Cole, Virginia Woolf, her brother Adrian Stephen and a small group of friends, pretended to be the Prince of Abyssinia and his entourage. They obtained permission to visit one of the world's most powerful warships HMS Dreadnought in Weymouth, Dorset, in what became known as the Dreadnought hoax. It was reported that each time the Commander showed them a marvel of the ship, they murmured the phrase bunga, bunga![2][3] which then became a popular catchphrase of the time.
A 1950 Bugs Bunny short "Bushy Hare" used the phrase "Unga Bunga Bunga" in a nonsensical exchange between Bugs Bunny and a character who represented an Australian Aborigine and who was referred to as "Nature Boy".[6]
Stay Safe
Magic,
Have just watched your latest presentation, once again its sterling work, thank you for spending the time and for making such an informative and educational document.
Thank you for sharing your knowledge with us.
Does anyone else want a T Shirt with PuntaPunta on it?
Stay Safe
GLALTH's
Morning folks, and happy belated Birthday to Mrs Tig..
Am inclined to agree with most of the points this AM, I suppose the only question that I am pondering, is how much time/personnel would GGP have to contribute, if we were to manage to retain 25% of Hav... I am assuming that raising the capital, would be either funded entirely by the 5% at MV, or that funding would be readily available...
My thoughts are, that like any junior partnership arrangement, we would be mostly a passenger, while NC get on with what they know best Mining.
Whatever the outcome, I am grateful to all the fantastic knowledge that is freely shared here and on Twitter, and trust in GH/CB to continue this amazing journey to transform GGP into a first class £1B Co.
Stay Safe
GLA LTH's
Loft, what you state about GH, is completely untrue. He has actually publicly stated, that if GGP has to become a mining Co, to maximise share holder value, then that is the direction he will take. HE stated this at the 2017 AGM, and if memory serves me well, also at the 2018 AGM...
I don't recall GH ever dismissing the possibility, however remote it might be!
32 Buys..... and only 1 Sell !!
Was so annoyed, I couldn't even remember to type the only salient point!
We are always very quick to bang the drum in incredulity when people are selling at X price... But everyone has their reasons, and 5 mins ago, I had to sell 135087 @ 9.26.. I did it thru gritted teeth, but I had a bill to pay, and funds were tied up elsewhere etc..
I have made 32 buys with my first @ £0.0038 on the 20/1/17...
Many times I thought I was paying too much, or my portfolio was becoming way too weighted with GGP... When funds are available I will be buying more...
Ok rant over... I will try not to choke on my Beer..
Stay Safe etc
Thanks Dodge, Post of the Day..
The only part that worried me, was the Paris Hiton bit :p
Another calm and collected interview with GH.. Such a breath of fresh air compared to 90% of AIM CEO's.
I know that many PI's here, are not looking at where GGP could be in 5/10/20 years, and all scenarios have their plus and minus points, but GH at the very least is holding his Ground, and letting NC know quite publicly, that we can raise the funds and are here for the long haul, unless you come in with a BIG offer..
Thanks to all the usual suspects..
Stay safe..
GLA LTH's
Schlemiel, I sincerely hope you will still be alive and kicking in 20 years, how else am I going to get my L2 hints!!
I am 54 now, my Dad was still fit and well into his 90's, and with the advances in meds, diet and fitness, I am hoping to have another 40+ years ahead of me.. Fingers crossed.
The principal determinate of health, assuming you are are not cursed with the Big C etc, is clearly Wealth..
Sure I know the most likely outcome here, is some version of the multiple buy out scenarios, that exactly why I said it the most unlikely.. But if we did go down that route, I would imagine GGP would then be a FTSE Co, and many PI's would have moved on to growth orientated stocks...
Stay alert (Lol)