Member Info for DaffyPicker

Only 1 mm on 50 now , then 55s.

Perhaps a tick up with some more chunky buys??

At least we will have an interest in some Gold and Copper.............. eventually.

So we leave it on say, 7.80 today and then the ASX leaves us with 8.50 tomorrow and we take it up to 9.00 ish on Friday ??

So perhaps tomorrow, the ASX leaves us on 650 and we proceed to take it back up to 7.03 !!??!!

It did this the other day and went down to 551 or something.

We all know where this is heading eventually, when the Gold price gets back to $5000.

This is when it goes back into the 700s in April.

2:40:02 691.63332 1,167,926 8m

Nice high volume on Thursday.

It is like the market had a delayed reaction to the RNS and has now realised the value of being granted the U.S. patent!

Another 75 million tomorrow would be good.

Very encouraging. Let's hope it continues on Tuesday.

End of the week today.

End of the month and pretty much end of the year.

I think it will be the second or third week of April.

Now we have a few buys coming in!!!

If spot gold drops to $3,750 USD/oz (~A$5,700), GGP remains fully covered with substantial profit:

Puts in-the-money: Each protected ounce locks the floor at A$3,905, so downside protection exceeds the strike by ~46% buffer.

Upside uncapped: Remaining production (100% of Telfer output beyond 150k oz) captures the full $3,750 spot price.

Strong free cash flow even at this level, as Telfer all-in-sustaining costs (AISC) run ~A$1,800-2,200/oz—leaving A$1,700-2,100 margin per oz on hedged volumes alone.

Hopefully the ASX leaves us on about $13.77 AUD about £7.17 - then onwards and upwards.

Depends what Trump says tonight perhaps.

"By the time they get anything out of Tanz "

What about Pinon Canyon? The plant achieved first gas in December 2025, helium is now being loaded into tube trailers for sale, and the project is moving toward 24/7 operations with additional tie-ins and drilling planned to scale output through 2026.

"what makes you think anything differnet this time!"

Major Supply/Demand issues this year. All the AI companies need Helium for the chips.

" Linde are knocking on the door."

Actually it's Air Liquide who have first shout..

It needs to get to 6.80 to catch up with the ASX. Then tomorrow they can take it up to 7.30 for us.

" it is guaranteed to start an arguement."

No it's not!! 🤪

After lunch, this bounces right up to 0.75 and stays there.

Global shortage and high demand.

I can dream!