Member Info for deserttrader

Although many of us believe the SP should be much higher, the most important thing is that the narrative continues to get better, especially after a fantastic RNS this week. I don't think many of us believed on Monday morning what an update we were going to have this week. Of course lots more work to be done, there will be ups and downs. But at least we can end the week, knowing that Avacta continues to navigate the clinical trials with the utmost professionalism. Have weekend folks!

MM - thanks for your message. As someone who has held GGP dating back over 13 years, I must commend SD for all his work especially recently where I have been very impressed how he has navigated the extra 5%, governance and the recent funding facility of Wyloo. The only thing which frustrated me a little with his presentation was when he was asked why he hasn't bought share on the open market. Yes there will be many blackout periods, but you can't tell me there has not been one opportunity for him to purchase some shares on the market. That annoys me, he knows and explains how Hav is getting bigger and better yet he doesn't make a buy. I am a big fan of him, just that one thing stands out for me.

One final point, just as well they have Cadia firing on all cyclinders. $720 million in free cash flow, lovely!

Some interesting takeaways from Teller - AISC for the year up to $1633 from $1388. Free cashflow down to $9million from $103million. Although hedge losses of $75million doesn't help. All in all lower grade and lower gold sales. Time for Hav and a fresh start to get the giant back up and running.

Fantastic RNS, lots of hard work ahead, and time for the new CBO (once they have started) to draw up the contracts. Fingers crossed.

Hang on Sujood is Alan!

Alan to his EA this morning- "send for Sujood, we have a job for him"

Although not specifically mentioned under the use of funds apart from working capital. It is a great sign of confidence that Wyloo has in GGP. Does Wyloo believe that upcoming assays from GGP's other assets and JVs will be good? We can but dream!

As much as a $10,000 gold price would provide a bonkers margin for us, I would fear the world would be in a very sorry state of affairs. Am not sure I would want that. Just my opinion.

Paddy, is it fair to assume, this "Rio" campaign is using one drilling rig?

Best of luck to the crew attending the AGM. A look at the agenda once more just now, it really is IMHO a very confident and bullish meeting. Defined by 3 Q&A sessions and meet the team over lunch. They want to engage! Hope the attendees get to submit some great questions and receive some nuggets to take away.

Hope the bourbon creams are just as good too!

Thornogson, you may go on about its costing money, of course it is. Nothing is free, but at least acknowledge the work that is being done by Avacta to try and help these brave patients take part in the trials. If you cannot support this, then this is extremely sad. All of us have been affected by this disease is some way. Be good for once and acknowledge what Avacta is trying to achieve - put your funding agenda to one side for once.

Afternoon all, its been a while.

Are Newcrest only reporting drill results on a quarterly basis from now on, as I didn't receive my usual Newcrest investor relations email.

So next quarterly update, end of July then, correct?

A company with $6.8million in revenues for 2022 with good clinical results sells for $10.8billion! Unless am missing something we are surely missing out being on AIM and not Nasdaq! Views welcome.

Thanks BB - appreciate the feedback. I for one have been here for a long long time, happy to wait to extract max. value.

if you were offered 30p a share tomorrow, would you take it?

Wyn, have a day off or two. Take a holiday, you're absolutely obsessed with this board.

Was an analyst yesterday not talking in the region of NCM's stake of Havand Telfer being worth $1.9billion, and we see that as being undervalued. In my opinion that is a stretch to far to finance, no? We grow through an organic approach and more importantly the "drill bit." (Possible smaller acquisitions maybe available)

Absolutely, sooner rather later, hopefully.

Thanks to Paddy and one of his tweets earlier today, referring to an article behind a paywall. An analyst was sharing that if Newcrest was to fight off this advance, it may look to off load some non core assets. He valued Telfer and Hav maybe worth upto $1.9billion. I would be hoping their 70% stake and the plant is worth a lot more than that. Maybe Newcrest will start releasing more unto date info to boast how large HAV really is.