Member Info for Dip666

Not certain at all a merger with NSR would be wholly advantageous at this juncture for GGP on a few fronts - but the CEO and BOD are best placed to consider these things, feel it might be more advantageous for NSR than GGP in some ways. Might be more preferable to see if they try and lean up and let some decent assets go instead that might be of interest.

Https://discoveryalert.com.au/havieron-fid-greatland-debt-facility-paterson-gold-copper/

My dad at 70 and with English not being his first language was fine with a normal smartphone and using apps after a bit of help initially - so don't let your age put you off as you're all comfortable enough to use the internet already.

There are phones made specifically for seniors for all budgets - some good links:

https://trading.ageuk.org.uk/useful-articles/money/the-best-mobile-phones-for-the-elderly/

https://www.expertreviews.co.uk/technology/phones/best-simple-mobile-phone-for-older-people-senior-pensioner

I would pick a 4G or 5G phone nowadays and also check the coverage maps on websites for each mobile phone service provider to ensure you get good signals in your area if not living in a major city.

https://www.ofcom.org.uk/mobile-coverage-checker

Thank you for your Bloomberg updates over the years and great meeting you at previous town halls JSP and perhaps see you in future at others - I've recently been watching the 'action' far more closely than I have for years and agree that what I've also been seeing is insto accumulation - exactly what you would expect at this stage.

Ditto to Paddy alongside Bamps initially starting my own journey into a more collaborative approach to investing with what were many strangers and far less so after many town halls and then many others such as Hydro and Magictrades also adding to the combined knowledge base and research amongst us.

Been a hell of a journey full of drama and twist and turns to put Game of Thrones to shame but it has now worked out well for all LTH with plenty of potential for growth at far less risk, best of both worlds.

And here we are with the FID for Havieron finally too. Posted elsewhere how I feel less excited and more satisfied by the news today and am putting it down to the fact that the transformation deal for Telfer/Hav followed by the unveiling of Telfer's continuing potential and a rerate that was faster than I expected since the deal have me just as excited already.

Alas the chat groups are as expected much much quieter now (albeit nosier in the wrong ways in some cases) as some retail have moved on and many just less concerned so more detached - but plenty of us are no doubt still chatting in smaller groups around friendships formed through this very unique investment and investor community.

I'd encourage folk to chill out a bit and enjoy the journey now and switch off a bit - obviously diligence is required in such volatile times but no need any more to be hooked to the screen watching every micro movement in the share price and living it. The company is solid as a rock and not some explorer that could crash and burn - so even in the most difficult environment it would remain extremely robust now.

There are and will be other success stories on AIM BUT I doubt we ever see the kind of collaboration and research amongst PI's as we have seen here, it's been amazing to be part of a very very unique experience alongside the obvious financial rewards for many of us.

Again - enjoy the journey - whatever and wherever your destination lies :-))

No surprise about the FID or tapping into Corporate Debt facilities as some of us suggested was likely as debt is a very useful tool - especially when not required for companies of this scope - the treasury is packed to the brim for the all the Telfer/Hav development plans that will further increase production and provide abundant ROI :-)

External events are casting their influence heavily at moment on the sector and general markets obviously, but the benefits of today's announcement will also build up into the journey into commercial production from Havieron as technical milestones are met as per the PPSS (Pre Production Sweet Spot).

I'm sentimental in personal life but not so much in business /investing but it has been a heck of a journey and the company has added massively to many of our financial and/or retirement plans - so it's good to see in writing what we knew was due soon - and what I am excited for is the future potential.

Feels good to stick it to all the naysayers over the years out there too - some of whom are now hoping for large temporary blips so they can get a slice of the cake too...

To put it in the most simple of terms - you can't argue with success :-))

@E1 - good job Tymers has a bank account he can easily replenish ... anytime he runs low he just pops along to his nearest Toy Store and picks up a new Monopoly set lol

Old Vic Tymers getting caught again on the wrong end of a trade...

Pretty sure Shaun said FID/DTM would be within a week or two of EPAs in a previous interview last year, you can check transcripts on GGPChat to be certain.

@SuspiciousMind

See below a link to download some assets created in Google Notebook that cover O'Callaghans that might help you understand more about the potential:

https://app.mediafire.com/folder/frppwkvmdltt9

Timeline for potential growth estimate in my previous post is next few years BTW, as someone who works in business and marketing strategy I know full well you can't predict accurately over long term too far out, especially in such uncertain times so as investors you always stay agile and open minded to good and bad outcomes and perform constant due diligence.

Those of us holding early have multibagged beyond belief albeit every now and again stocks come along that do so, unless this is the one and only time you have held a multibagger. I had plenty that multibagged in 2020 by ridiculous amounts as did many others by dint of the market bubble too.

Until we hit near 10 pounds here will I then think we're back to 2020 levels in real terms due to fiat devaluation etc. as you have to be realistic at all times in all areas assessing any success or failure in your investing. There will have been a decent amount of years and carried risk in having held all those years Vs the insane profit I could have had in less than a year, so IMO the price has been time, which is priceless in many regards.

But it's now an insto stock that is showing gold macro sensitivity Vs retail lead sentiment with a HUGE amount of risk removed and IMO we could see growth in REAL TERMS again of 2 to 3 times if gold etc. play out as most favouring this sector. Hope I'm wrong and it's more but that level of growth at much lowered level of risk for money assigned to GGP suits me now. My goals have changed as the investment matured.

I think most of us are no longer expecting 10 bags here in next 12 months as they might wish on OMI or the others being pumped here... and we sure as heck also don't have all their hurdles and immense risks either. Different propositions and investment cases, this is a still a decent growth opportunity at lowered risk compared to those, they need to get to this level and majority of them will fail.

What's done is done, much like life you look forward now and assess what might come in future and strategise based on your own position and goals. Some will be newer and therefore a different investment for them as not sat on large profits like LTHs.

I also think with likelihood of higher grade ore from Telfer coming in future before Hav, the more institutional held shareholder base will comprehend the benefits of a more optimised and steady approach for Havieron development with longer term benefits than it raise any concerns.

DYOR as always:-))

Mining companies are a leveraged play on the assets but also compete against each other for attention - there isn't an exact science to it and sentiment and a host of factors also influence share price at any one time. No one should be surprised by the volatility at the moment surely with everything going on... wrong sector to be invested in if you want to avoid volatility and swings.

But BROADLY speaking the movement and sentiment of the assets your mining company is leveraged against is going to influence a producer such as we are now. As an investor you should have a strong grasp of how you think all factors related to your investments will play out short, mid and long term acknowledging that the further out you look, the less you can 'see' accurately.

Tier 1 is subjective and loosely defined and a relevant question might be is GGP considered a Tier 1 level miner alongside the majors and does it own Tier 1 level assets.

While the asset/s might be attaining Tier 1 status under various 'Tier 1' specifications, I think GGP is too new a producer and too focused in one region to fully be considered a Tier 1 miner alongside the real big boys.

Victor Tymers - talking to sock puppets doesn't count.

Hi Chris - don't worry not a satanist, just an inside joke from an old late 70's horror film The Omen as first house I bought had the number 666, so some older guys at work started calling me Damien ;-)

Sadly plans to find a portal to hell and monetise it di9dn't work but was a great project to do up and sell a for a nice profit a few years later, not to satanists but a nice young couple lol

Alchemy resources recently finalised a deal with Newcam Minerals, so it can be done.

https://stockhead.com.au/resources/the-next-junior-iron-ore-opportunity-on-the-asx-takes-shape/

I think the latest plan was a site visit and then a new drill program in H2 to increase resource until the last CA interview when the iron ore was discussed more as if now non-core - which is usually a management team's way of setting lesser expectations for the outcome of a divestment/deal. Also possible they might be considering a 'mine to gate' type strategy as he also mentioned.

Pretty clear IMO if you rewatch or read transcript:

Https://thatstocksguy.substack.com/p/alien-metals-ca1?utm_source=podcast-email&publication_id=1504413&post_id=195022517&utm_campaign=email-play-on-substack&utm_content=watch_now_button&r=1qo2az&triedRedirect=true&utm_medium=email

Personally I don't think they'll be backed by PMs Doozer but always open to changing my mind if I see the evidence stacking up against my current position.

We shall find out eventually and can't argue with growing importance of exposure to gold and physical and 'real assets' in general :-)

Also do agree Speedy that official inflation figures are just ridiculously inaccurate and gold has increasing importance as does having some exposure in your portfolio to the likes of GGP - just in general think FIAT evolves towards CBDC form than becoming completely defunct :-)

Gold won't be replacing FIAT and FIAT won't disappear IMO - just evolve over time into CBDC's (Central Bank Digital Currency).

LOL MineralCity - more like Blackpool sipping from discarded beer cans ;-))