Member Info for Culpepper

Name the naysayers, Spades, there aren’t any. You’re a sort of mischief maker. A board supremo. Is all.

Just my view, youre daft on liquidity.

It can go up with pressure, on AIM or ASX.

Say why you think otherwise.

Though Inremain a Ggp investors- company substantiating itself.

Amrq and the like ( there is none) may be the future.

There you go then, Dafty.

‘You suggesting you know what your on about most the time?”

Yes.

One of a number. Might cut it for you. Not for me.

Neither him nor Liam seemed to know what they were on about.

‘Spread better?’

And, if you like, you can think about ‘satellites’ to own or simply process.

Management made it clear they will consider acquisitions - long term accretion.

If you ‘worry’ too much about shares, you cant afford to be in them.

Corporates look long term, Wyloo, main one to watch, and the rest.

Lots of talk before about accretion - some less informed thought it related to share price.

It doesn’t - it relates to revenue and profit.

In due course, the reason for all this,Hav will come on board.

I doubt anyone would put more to Telfer than Hav, though for about the next 4 years it’s a means to an end.

A bridge, plus whatever ‘extra’ can be found.

You wanted GGP to have control. Now they have.

As did Newmont. Who always wanted out, preferring cash, but the deal was good for both.

Their remaining shares are subject to Wyloo call. Eventually, they will. At 7p plus. Good business. The cornerstone of Ggp investors.

Deals done.

Accept, revel in it, it and move on.

On that ( I think it’s a diversion)

Charles Archer reckons the US is looking for domestic. I dunno.

Here’s the thing.

The US wants DOMESTIC tungsten production.

Not Canadian (sorry Fireweed)

Not Australian (sorry Greatland)

Not British (sorry Tungsten West)

Some of you lot seem over stressed, about green binning and youre alleged derampers……And disrupt.

I don’t read anybody criticising Ggp.

We’re all just waiting on past results. They’re somewhat anticipated.

It seems, to me, what may not be known is the extent to which future proximate mining, grades, may effect over next 12 months, and so on upto commercial Hav, and prior to Hav FS.

A set of results is one thing, the future is another, for pension funds, though passive funds may, and probably will have to, buy.

I think you, Trip, are fast becoming out of kilter.

Something to which, this board, is, very gradually, coming around.

You should desist from extremism.

A more nuanced view, is what I have repeatedly advocated.

As just one, amongst the combined masses,

. Thankyou Cheeky Boy

See? Narrative changing. Results don’t matter, apart from money in bank, to pay down Hav.

I go with that, as must be right,

On my reading, I don't think they'll be there yet. Olafssons cautious outlook. First thing for him, is to make sure everything operating as they hope to go on. Outlook on grade, last, is as reflected I think in my earlier post. Guidance awaited for 2026.

It's said to be 'world class' grade per ton, well it is,non what's published, reducing AISC, with ore being stockpiled.

For what it’s worth, on my very basic look at that, there’s a lot of buyers here. Some will be off book, person to person trades.It just doesn’t make headway on sp - for now.

So, you know, all according to plan, but seller(s) for whatever reason, knocking the edge off the share price. If I’m right, there’ll be an end to that.

My answer, is to wait it out.

Just my view, of course.

And then, take into account insider and institutional buying at 85 - 86p, as against the known sellers - JLE to finance Suliaq, and a bank - the latter I seem to recall coincidental with their own share buyback.

All the best.