Member Info for Dip666

Awwww Freddo, I'm sorry mate but if I were you I'd use AI in your case - as total cr@p , did you stop attending school at 8 or something?!

I only use AI to create the notebook assets and a few posters - with the assets I selectively feed in sources, add some tailored info at times and use prompts vs a lazy'press and see' approach which is a better approach for how AI should be used. Forget about the vids, it would take a day just for the slides and infographics even if conversant with Adobe and creating content.

I can assure you that all the ridiculing of the likes of you and stories over the years were crafted with love and no AI used - I've got a GCSE in English Lit don't ya know!

Now if you wanna do a poem-off... I'm out all morning but can kick your ass tomorrow and no AI required, you'd be easy work given you have all the linguistic capabilities of your typical primate, albeit a well trained one used in a TV show or film perhaps lol

A dividend isn't a certainty of course, they may go for share buybacks instead for example which would also be highly beneficial. Of course we don't know whether full divestment or another kind of deal will be closed eventually and then what/if there is some kind of shareholder return and for what amount - but nothing wrong with discussing potential outcomes as 3rd party talks have been mentioned by SD.

And in the meantime we can read Freddie's poems which appear to be the level of those crafted by primary school kids lol

I wasn't saying a div might be paid of 50 to 55p, just that in one specific scenario there might be those kind of net proceeds i.e. a pot to be able to consider a special divi from but that GGP might want to retain some of the net proceeds.

Point of investing is speculation on future scenarios and valuations after all, it's how you decide your investing strategy.

@Wanabe - I've put together some information on dividends in general using notebook to help me put together some slides and a video to help explain the process of paying them out to shareholders and looking into the pro's and con's of Dividends for anyone looking for a bit of general information. As GGPThruandtru has done, you could look at typical peer payout levels for divs as a guide of what might be paid by GGP in future.

https://app.mediafire.com/folder/331e2wt7sszfe/Dividends+Guide

In terms of a special dividend my estimate a while back was if they sold the OC asset for example for A$1bn (lower end of range apparently as there are analysts looking at A$1-2bn according to Element1) , net proceeds allowing for tax implications etc. might allow a dividend in GBP of circa 50-55p based on a A$1bn sale price (perhaps up to double based on analyst's range perhaps) - but GGP might also decide to keep some of the proceeds back for other purposes too such as M&A, development at Hav/Telfer, CapEX etc.

Counter argument is the existing cashflow and cash they are already sat on inc. corporate debt facility - but if they want to keep some of the net proceeds back, then an actual payout might be more in Zoro's range perhaps although not sure what sale value his special divi guess is calculated on(Can you share Zoro?). As you can see the 'experts' are also working within a huge range of A$1-2bn themselves (par for the course with this sector!) and again a lot depends on any tax implications and how much of any net proceeds GGP actually want to pay out.

I wouldn't spend too much energy on estimating a div from a potential sale of OC until we see what happens and if a divestment then at what price, as such a theoretical exercise with huge variables. I don't think GGP are too far away from communicating a divs plan for the future if gold price doesn't give any shocks and operational matters continue as they are based on comms from Shaun if you check transcripts on GGPchat.co.uk and/or watch latest presentations/interviews.

Timed link:

https://youtu.be/pZMb5s0g78o?t=2469

LOL Ace - your eaglehawk spirit got a cameo at the end of The Saga Of Greatland I penned over xMas - it's on GGPChat as you might have missed it if on hols :-)

Interesting mention there mate, so that's A$150m awarded as the biggest ever Native Title payout in history against their A$1.8bn claim I just read for Twiggy - pocket change for him no doubt - but as you say might encourage other cases.

Updated 12th May with an AI podcast:

May 2026 Pinnacles Exploration Update:

Notebook Assets summarising potential implications for Greatland and Telfer mine profile from the stand-out drill results from the Pinnacles prospect.

Video Overview: May 2026 Pinnacles Exploration Update

AI Podcast: Greatland Resources and the Telfer resurrection

https://app.mediafire.com/folder/ci82ppqu9jo0g

Link to Market Release:

https://app.sharelinktechnologies.com/announcement-preview/asx/eb6061defcbe0fce68a426825aed4752

I think it might be good to see BG pick up a substantial holding in Alien (working within the regs of course in relation to director purchases) to help put aside some of the scepticism that he might favour WCE in any dealings between UFO and WCE in regards to EH.

An argument being made by some is that with WCE holding 70% of the asset and his holding shares in WCE that he would benefit more from upside through WCE by some when/if it comes closer towards production. Of course there are legal ramifications in abusing his position in either of the companies through his respective roles but do wonder if that is partly holding back the SP progress here.

May 2026 Pinnacles Exploration Update - Video Overview:

Video Overview created in Notebook summarising potential implications for Greatland and Telfer mine profile from the stand-out drill results from the Pinnacles prospect.

https://www.mediafire.com/file/fcyl3uynlcz0htk/5_-_Video_-_May_2026_Pinnacles_Exploration_Update.mp4/file

Link to Market Release:

https://app.sharelinktechnologies.com/announcement-preview/asx/eb6061defcbe0fce68a426825aed4752

We are a significant producer valued in billions now and it's more about the overarching narrative being built up during the growth phase steadily building the investment case to keep building institutional interys than expecting us to react like a junior on exploration updates.

Even as a junior plenty of us came onboard after HAD005 cheaply enough to build large stakes. Obviously plenty of volatility still in SP around asset prices and geo political events and will always be the case, but all great building blocks in various ways for the periods when sentiment shifts towards miners to attract the interest.

Just a crazy and unsettled time at present with wild swings in markets caused by social media posts, the benefits of the stream of good updates and news are still showing in SP over longer term and will firm up once things settle down you would think for the sector.

I'm certainly more focused on the wider picture at mo to ensure my money here is safe, this isn't a retail led company any more or a junior, don't expect it to act like one IMO ;-)

Updated 9th May with a PDF summary of the OC market opportunity.

Greatland Resources - Unlocking O'Callaghans - Notebook Assets

Link to download some Notebook assets I've created while researching Greatland's O'Callaghans tungsten asset:

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

1 - Short Video overview of Tungsten market dynamics and O'Callaghans feasibility and optionality for GGP

2 - Longer AI podcast covering the above

3 - Slides overview

4 - PDF summary of the O'Callaghans Market Opportunity covered in Podcast

As always not investment advice, please always DYOR :-)

Also for shareholders looking for long term value and ROI - it does occur to me thinking through the options weighed against timeframes/risk exposure that given the market usually applies a 'premium' to a more singular focus that a spin-off strategy might perhaps present the best option for longer timeframes for retaining upside. This being where both GGP and a spin-off would be valued accordingly on their primary focus - avoiding scenario's such as where GGP currently doesn't seem to be having the OC bonus priced in.

The table in slide number 10 from the 3rd notebook asset compares the divestment/development options against the considerations of cash generation, CapEx burden, retaining upside and focus. As investors we'll all have our own idea of what we prefer and Shaun was also pretty clear on keeping GGP focused on Hav/Telfer as a primary factor making certain options more likely than others and internal development really doesn't seem likely compared to the others.

Guys don't forget to account for:

1/ exchange rate i.e. aud to GBP

2/ tax implications for the company on any divestment

3/ if a special dividend is paid from full or partial proceeds of a sale with some retained for considerations such as operations, m&a related growth focus and s strong argument Havieron development is not an issue of course

4/ Other options such as share buybacks that also benefit shareholders.

As an example a $1bn aud divestment after tax IF proceeds fully paid out to shareholders could approximate a circa £0.55 div at mo I think.

That's a tough one to guess for an outright sale as any negotiated price is dictated by so many factors and you do see quite a range in general for this industry across assets - but I personally had a loose upper range of A$750m-1bn (£399-532m) in mind a while back as the max...

However, E1 said there are estimates in the A$1-2bn (£532m to £1.065bn) range floating out there amongst analysts who are supposed to be the experts after all so perhaps I was being too conservative :-)

Greatland Resources - Unlocking O'Callaghans - Notebook Assets

Link to download some Notebook assets I've created while researching Greatland's O'Callaghans tungsten asset:

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

1 - Short Video overview of Tungsten market dynamics and O'Callaghans feasibility and optionality for GGP

2 - Longer AI podcast covering the above

3 - Slides overview

As always not investment advice, please always DYOR :-)

I can see why some are seeing breaking the old ATH as a 'success' but I'm really not and never have been tied into numbers emotionally with investing (love the profits though in my portfolio of course!). I'm a level-headed type and know we we really do need nearer £10 to match the buying power of the old ATH in 2020 anyhow - so straight comparisons are worthless IMO as a lot has changed in the last 6 years in every sense.

I prefer to just treat everything since the deal as a new journey so while I took onboard some lessons learnt from the past 6 years I don't want to be making judgement calls based on numbers but against GGP Mark 2 in the here and now vs 2020 and a crazy stock market bubble.

I'm also with E1 and think that we'll see new ATH's in future, no doubt the psychological breaking of 800p will mean the insto's get an opportunity for some more stock from some PI's as whole numbers play a part in the psychology of investing but as long as no geopolitical shocks incoming... I think we might see a breakout above 800 finally as this really does feel like an insto stock now.

I very rarely spend much time nowadays watching markets closely but if I do as I was last few days I'm actually looking closely and analysing as I have plans for certain directions of movements and IMO seems plenty of insto accumulating going on, I'm certain we are seeing the fruits of ASX100 and GDX inclusions bearing fruit.

It's also great to see other LTH such as @jaguarflush be able to hit personal targets such as make long planned home purchases so 'winning' isn't always about some number on your screen growing, but folk also improving their and their loved ones lives in the here and now :-))

Https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2026/05/20260506-Allenby-Capital-Rome-Resources-plc-ROME.-L-Update.pdf?c5330=on

@Gingertom1 - the podcast was created using a default option from the quarterly report through AI (Google Notebook) so the 'hosts' aren't real, YouTube channel owners using AI should really make this clear :-)

I've created a more long form podcast and pother assets uusing Google Notebook in link below combining a few different sources including the recent town hall and quarterly call and providing some direction on focus areas and structure under option 4 :-))

https://app.mediafire.com/folder/nwkfhx2gvg9nr

1/ PDF of highlights of the latest Webinar

2/ A Strategic Blueprint for this year using slides

3/ A short video summarising the investment profile for the company

4/ Audio podcast (AI generated) covering 2026 Q1 Results, a strategic deep dive and investor analysis ending with a future outlook

Added 3rd May:

4/ Audio podcast (AI generated) covering 2026 Q1 Results, a strategic deep dive and investor analysis ending with a future outlook

I've put together a few assets utilising the aid of Notebook to look at the updated investment case for GGP in April 2026 after the latest town Hall and Webinar.

https://app.mediafire.com/folder/nwkfhx2gvg9nr

1/ PDF of highlights of the latest Webinar

2/ A Strategic Blueprint for this year using slides

3/ A short video summarising the investment profile for the company

4/ Audio podcast (AI generated) covering 2026 Q1 Results, a strategic deep dive and investor analysis ending with a future outlook

Hard to call anything short term at mo in a world where social media posts by world leaders are manipulating markets for their own gain - but mid to long term there are plenty of potential growth catalysts left Merc.

Notes from Greatland Resources March Quarter 2026 Results Call:

https://www.ggpchat.co.uk/viewtopic.php?t=1292

GGP April 2026 Investment Case:

I've put together a few assets utilising the aid of Notebook to look at the updated investment case for GGP in April 2026 after the latest town Hall and Webinar.

https://www.ggpchat.co.uk/viewtopic.php?t=1285

1/ PDF of highlights of the latest Webinar

2/ A Strategic Blueprint for this year using slides

3/ A short video summarising the investment profile for the company