Member Info for Culpepper

It’s financial reporting standards, isn’t it, bringing some sort of measure, followed by all into the accounts, at minimum level.

I can’t find it now, but I recall Mr. Palmer and an aide being quizzed on it during an interview. The carrying value of the total assets held for disposal in the Newmont accounts was quite considerably less than the 2billion US Newmont are on record as seeking to achieve. On my recollection, they seemed to brush it aside as a difference between accounting practice and what they expected to occur.

It’s only a thought, but I can see that Mr. Day has every reason to press ahead soonest. There may be less pressure on Newmont.

Nothing set is stone, is there, that can’t be changed by mutual agreement.

I was just wondering at what stage legally the ROLR runs out, and at what stage Newmont can say I put enough in this pending sale.

“The sale of Newmont's 70% of Havierion and Telfer should have nothing to do with this .”

I don’t think they will. And though I don’t go down the conspiracy route same as some on here in the past, I suppose there may be some sort of negotiating tactics.

I don’t know, but seems to me Newmont want rid of any involvement in things that don’t suit their portfolio. Transparency, take it as is, cash up front. If it’s good for you, it’s good for me.

And move on.

You’d think Mr Day wants the FS, with reason. Banks and the rest. I guess he’s having to play with Newmont, as he did with Newcrest.

Newcrest wanted the aquifer hydrological data in the FS. It may appear that is Newmont’s line.

Nothing wrong with that, at face value, as they derisk the project for investors, including access to Telfer.

It’s in the wash.

On the little known of it, it permits early works as listed, and seems to require Newmont to produce a feasibility study. I wonder at what point the existing JV and the terms of it can be said to have concluded.

Well, I suppose Mr Day, and others, maybe looking at existing and future discoveries also, and a ready made up and running fly in fly out resource.

Just can’t tell I suppose, who’s farsighted enough or not to want a controlling part of Telfer.

I leave it to others to mastermind the geographical prospects.

I ignore talk of ‘men in suits’ . There’s a few about though.

On rumoured valuation, and putting thoughts around the fairness of the process on one side, and there’s also Grant Samuel, the 5% adjudicator put 60m dollar US on it. Mr. Day said it was low, and “ didn’t represent a true market value for Havieron”. I think somewhere he said he would pay 80m or so for it. Correct me at will.

Telfer somewhat confuses the issue. Whether it’s seen as a prerequisite for Havieron, and a ready made permissions granted hub for future processing, or a dump with rehabilitation costs somewhere down the line.

Too late for your old flannel. You blown it.

I suppose you’re reduced to that. I feel you should take a look at the persona you portray. If you’re content with it, you are an idiot.

Some falll onside, some the other. Then you eat it. Nothing new in that.

Meaningless twaddle. It’s about judgements.

That comment rather puts you in a nutshell, doesn’t it.

Read the RNSs. No good denying them.

Anyway, the DFS is key, isn’t it. Without it, according to the RNS, the bank consortium won’t finalise existing areangements, let alone anything else.

MH can do what he likes. Same as me or anybody else.

From what has been published, old Mr. Days rowing back a bit, from 1 dollar for Telfer. He calls it optionality.

https://www.share-talk.com/greatland-gold-asx-listing-hinges-on-potentially-buying-back-in-havieron-from-jv-partner-newmont/

https://www.share-talk.com/greatland-gold-asx-listing-hinges-on-potentially-buying-back-in-havieron-from-jv-partner-newmont/

I like your explosion gif by the way. Don’t think the market is seeing it though. Perhaps they’re wrong, and this discussion board is right.

I mean. Ggp has 30%. And I imagine investors anticipate a DFS, whatever it shows, including processing, DTM and some sort of deal not reducing that 30%. And at some stage consideration of an ASX listing in the melting pot. Maybe a public offering.

What’s the micro catalysts. Until Ggp sells gold. Just interested, as things tootle along.

Https://bdcmagazine.com/2024/08/wickes-and-starbucks-seek-to-open-new-team-valley-stores/