Member Info for Culpepper

And he didn’t see Paddy’s. Makes you think, don’t it?

The point, if you’re following, is that the MRE may be published before anybody may be able to effectively make any bid for any part of H.

Yes. It is how it works. The conversation, I thought, was consequent upon thought surrounding the Newmont bid, and it was you who mentioned the prospect of NCM holding back the publication of the MRE. There is only so long that can logically be done. It seems Newcrest will have the say on that. My posts, I think reasonably, go to timing.

There’s no way of knowing how long a NCM sale may take to completion following a successful bid, so where a MRE and so on might fall within the overall process is debatable.

The MRE will come out, after all the additional progress made, hopefully according to plan, and that’ll put a factor contributing to overall discussion at an end.

I don’t intend to resurrect yesterday either. But, finally - Newcrest will know what is under ‘their’ dirt. Done.

And the sell-out option may seem at odds to Ggp’s previous intentions with recent board appointments.
Newcrest/Newmont have the ball.

It’s repeating both ends of the spectrum, ignoring a buyout of Ggp. The brief article gives a choice of going mining with H, or cashing H in and putting cash to exploration, and maybe some returned to shareholders. I’ve not noticed, but perhaps missed, the Telfer factor featuring in any detail anywhere.
An authors view, perhaps ignoring other possibilities.

I get all that Dip. All I’m saying really is what holds good for Ggp holds good. for Ncm or whoever. It’s not a complicated thought.

So might Newcrest, or a new owner, before there’s any prospect of a Ggp bid for anything.

I just cannot see any advantage to anybody as a result of sharing the same data. Neither will be price giver or price taker, it seems to me.

And Newmont - you know, “it’s been ages since the last published stuff, our experts will need to see updated data. That sort of reasonable thing. And dependent where we get to it can all form part of a non-binding offer subject to full due diligence”
But I never been part of any big mining deal at all. I should imagine it’s more complicated than most, but I don’t know.

You don’t rate NCM negotiators much then.

I very much doubt Ggp has better information on Havieron than NCM, who like Ggp will seek to extract value - whatever that is from each party’s standpoint - a process which Ncm/Newmont will go through with Hav featuring.

I get your argument. I just don’t buy it myself when it comes to negotiating a price. But it is your right to buy it.
But what you appear to be saying is Ggp will be able to demonstrate value on 30%, and Ncm or whoever will not on the 70%.

You and blinking. What’s it mean, really. And now it’s wordplay. That the best you can do? It’s very weak.

Dip. How on earth does a lower Ggp benefit the company. It’s nonsense. So is the thought that Ggp will get Hav cheaper because of an unpublished MRE in my opinion.

As opposed to will not is the point. You can use could, would, should. Please yourself.

Panama says the low sp, playing into Mr. Day’s hands, will require a lower premium on a bid for Ggp.
Everyone can agree that might be the case.

It is talking in riddles between you - so I dismiss it as bull ****.