Member Info for Dip666

A growing number of PI's pursue ESG responsibility focused opportunities I am sure but ideally this focus will particularly appeal to II's and Shaun with his experience is very aware of the advantages of embracing this.
A couple of useful links linked to studies showing the trends , even back a few years it was a very appealing strategy and certainly some of the market and business intelligence research I have conducted has been in this area.
https://www.iisd.org/system/files/publications/sustainable-investing.pdf
http://www.gsi-alliance.org/wp-content/uploads/2019/03/GSIR_Review2018.3.28.pdf

https://www.youtube.com/watch?v=c23Vn5eJDzY

- The gold and the copper held in our tenements is a beautiful combination with 20 to 25% of value held in the copper which he feels is the best way to play the Electric Vehicle cycle, ‘green’ gold and copper as such. Green in the sense that Hav is an underground ore body taking advantage of existing infrastructure, the carbon footprint of development and operation of an underground ore body in comparison to open pit is very low. This is part of the narrative he is building in the market, promoting the sustainability and virtue of these factors and the diversified exposure in holding gold and copper.
- This also provides a competitive advantage especially in the Australian gold Space where very few mid-cap gold players have copper exposure and remarks that Australian II’s seem very attracted by this.
- In reply to challenges to face before production he again talks about the intention to build the team and company but the advantage in having a low risk pathway to cash flow through the JV with NCM making this effectively a brownfield investment opportunity.
- Thinks NCM will focus the PFS on the existing 4.2 Moz ore resource and look to get into production rapidly i.e decline is already underway. GGP will continue to reap benefits of the growth drilling and over time get to understand the full size of this ore body and again emphasises being good partners with NCM, to keep up with them and be able to contribute.
- In terms of what is exciting Shaun, it is going into production at Hav, the decline reaching into the ore body and then setting up the in-mine infrastructure which will continue to build value as the time frame to free cash flow gets shorter and shorter.
- In regards to catalysts for value, first and foremost by showing the full magnitude of the ore body at Hav but in addition to this by increasing the level of activity of exploration both in and out of the Paterson region to find the next prize in our portfolio.
- Key pillars of strategy are going into production with Hav as the flag ship and growing the company with exploration, and adds that GGP is planning to invest more in exploration in the next 12 months than in the entire history of the company.

Sending out an email about the last interview from Shaun to reassure friends/family invested in GGP , so might be useful to others here as there was a lot of information in the 15 minutes to take in :-)
https://www.youtube.com/watch?v=1e4U_LA3sx0
- What attracted him to GGP is the confluence of a world class discovery in Haverion (Hav) that is unique to the sector and to be developing it next to the existing infrastructure of Telfer with a tier 1operator and JV partner in Newcrest (NCM), not just factors such as the processing plant, airstrip, village etc. but also the people infrastructure and their experience in processing similar ore for over three decades just 45km down the road.
- Additionally GGP provides a unique, low risk and expedited pathway to production along with the fact that the growth in Hav is just at the start of the discovery cycle. His aim is to develop the existing successful explorer into a miner and to be a good partner to NCM and leverage this platform for the benefit of all shareholders.
- Intends to maintain connectivity and engagement with retail investors and augment with institutional demand by using his background as CFO at Northern Star Resources (Australia’s second largest gold miner) and experience of engaging with Institution Investors (II’s) to increase demand, stability and support to share price while maintaining retail upside.
- Shaun believes that the current valuation is tied in to our initial 4.2 Moz MRE but still has tremendous potential to grow, with a 65,000 feet drilling campaign underway where every single hole has hit meaningful mineralisation with 75 and 125 metre type long intercepts.
- Augmenting the above is an increased focus on exploration in Patterson region such as the Juri JV and 100% owned tenements to find another Hav. GGP have similar targets to Hav in geological terms and want to put effort and energy into drilling these.
- Finding even just another half Hav would still create tremendous value to share holders.
- When comparing GGP to other companies as a potential template, Shaun points to Telfer down the road as a top 5 gold/copper mine for 35 years that really set NCM up for success where some parallels can be drawn and also Northern Star for corporate strategy, where they took advantage of the assets they owned and the opportunities in their portfolio.
- He feels GGP can reflect Northern Star’s growth by becoming another really good miner by expanding the amazing exploration team of geologists with the other elements of operational infrastructure (mining, engineering etc.) required to become a complete mining company. Hav is an extraordinary ‘launch asset’ to build a company from just as Telfer was for NCM.
***Continued***

Not a huge fan of that site as a Vanda somebody (one of the writers )wrote a very poorly researched article on GGP in 2020, still I suppose they are a step up from Motley Fool lol

Good job we're around Mush, I guess no one but us spotted Sandeep using sign language ever so subtlety in the last webinar..... I believe the message was - 'Fair dinkum Shauney, as you're gonna let us pick GGP up cheap as chips, you can have Gerard's CFO role when he does the Harry'.

LOL Glittertip, I guess some of us are just more mathematically inclined so drawn to TA but I don't ever consider anything as an absolute outcome - more as a probability that it 'may' do this or that.
My reasons for investing in stocks I am holding for the long term are always based on the fundamentals first and foremost and as we all know.......AIM is quite simply - bat sh@t crazy.
As an example, somebody might post that they deciphered Shaun Day's eye flickering from side to side as morse code in the last interview and he was spelling ' TO on July 30' and it might cause a stampede lol

Zak Mir's latest prediction at 3m 30secs
24p possible over the next moth or so in his opinion
https://www.youtube.com/watch?v=HCGIvvxjbOY

LOLI left my bag of bones at the sacred burial ground last night 5x5!
Definitely an interesting period ahead, seems to be sentiment returning to the sector, hasn't been as much fun in 2021 compared to 2020 but expecting a strong end to the year.
As with your earlier comment on Berkshire Hathaway being 30% in cash, I guess Warren and co. are expecting a market correction to pick up some bargains.

IMO a higher POG correlates to better sentiment for the sector, surely raising the potential for more investment Freddie.....

Hey now HH, don't be criticising my business partner Silver - his ESP powers are not to be underestimated, he makes Uri Geller look like an amateur, bending spoons is nothing, Silver is a real life Magneto from the X-men comics!
There are instances you can '10 bag' from miners in short timeframes such as with GGP, you could have invested early 2020 post fantastic drill results at Havieron and still be sitting on very decent gains and of course if you threw a large sum down you're sat on life changing gains despite the retrace from ALH's.
In fact this is something Willem Middlekoop has talked about and another expert I can't pin down in my head right now ...... probably Rule or Torbruk etc.

Ah I follow Ken too Max but not spotted that in my Twitter feed , hopefully that means we get our results back quicker moving forward :-)
Please keep being a contrarian and preaching patience HH as it is good to have someone who helps keep our feet on the ground as chat boards are too full of highly polarised opinions :-)

5x5 - we're old school on this mate - Hieromancy - so basically using entrails - we can't afford such a public disgrace of failure here!
I'm just prepping the ritual blood sacrifice .......Silver kidnapped Gary Lineker this morning using a heavily dosed packed of walkers crisps LOL

Getting an extension won't be difficult and may not even be our concern if sold - this is Nevada after all :-)

Where have you heard/seen the labs getting back up to speed evidenced Max out of interest, I've seen their ads looking for more personnel so perhaps they've already ramped up their speed.
HH is correct - it is going to take considerable time to formally build MRE's that prove up the actual extent of the iron ore, would it not be part of an ongoing process when already in production as with PM's perhaps?
The appeal of a JV partners funds and resources to speed up the path to productivity on our iron ore is high for me and perhaps we could then focus heavily on E.Hills with the advantage of cashflow......
And Silverhorse my friend and business partner under my Mystic Dip persona - here is a prediction fresh off the tea leaves........you will sell some of your shares before HH ever does - the Gods of AIM have spoken :-)

Safe - legal fees are a tiny consideration to a large corporation that might be interested in the CS project and perhaps they have a legal department internally. 'They' will apply full corporate governance and due diligence in all aspects of whatever deal is being considered - expect the CRMC to move slowly at their own pace and adjust your expectations accordingly.
Feel free to criticise PC and the BOD, as a shareholder you have the right and I've not been overly impressed with them either and certainly this will dictate my long term strategy if the CS Project is sold. You need to start thinking from the perspective of the CRMC, your dislike for PC basically blinds you......

Chris2 - your issue is you're emotional and you blame Max, Nap and god knows who else for your decision for a greed based buy high and a fear based sell low. You literally are the epitome of how not to trade as seen on your UFO history. You can claim otherwise but I've been watching this board for a long time before I invested as I do a lot of research before taking a position in a risky sector.
I'm not an 'alien' or anything such as if this is my fave footy team, while I feel UFO can make me money (still at a very healthy profit BTW) I'll happily stay invested and being an explorer I am thinking in terms of months and years and expecting severe volatility at times based on sentiment and not fundamentals.
What I need to stay invested is a continuation of the fundamentals strengthening just as they have for Hammersley and we'll soon have a MRE that can help entice a JV perhaps, E.Hills already has at least 3 Moz proven up still lying around. I'll say it again for you, the risk is still there but we are way ahead of many explorers now.
D2 was disappointing but hey we saved money by Capstone picking up the costs and workload and we will have their data to utilise to revisit the project. Neither my paper profit or loss of paper profit from not selling at the spike has been realised - happy to play the long game here - until it stops making sense.Remove the emotion, go and do some trading courses and improve your discipline.

I'm not on the MSQY board and judging you by your history and the content you have posted on this board.
I have seen zero evidence of a person who is an experienced and well informed individual on either this sector or trading in general. Why would I listen to you, because you say so?
You're angry and negative constantly arguing with others versus analysing or sharing all of that chart analysis you must surely perform to aid your trading......I can only correlate that to a lack of success. UFO is not assured of success as is any company, especially in this sector - yet they are far closer to it now than the vast majority of explorers.

Well - if you can't even remember what board this is you are posting on - rather explains a lot........ smarten up bud :-)

Yes Chris, we know what you did, bought into a spike not based on fundamentals but a P&D - very disingenuous to be misrepresenting your trading history and also explains your rather aggressive and emotionally charged campaign on this board ever since. ......
Plenty of ways to invest and profit from the stock market, buy promising or quality stocks and hold for a longer term and measure success against milestones has worked very very well for me and many others I know. However, those trading like you - I personally don't know anyone who has done particularly well from it and the boards seem full of people like you who have made massive profits apparently yet seem to post negatively and have a chip on their shoulders nonetheless - very odd if they are making so much money?
What is more likely is they/you feel cheated by life, the market etc. etc. and instead of working on improving their trading strategy prefer to wind up fellow PI's. If you keep on repeating the same mistakes - what wisdom do you truly have to share Christoper :-)