Member Info for Dip666

Lol Ace, finally finished that house I was refurbing so was looking forward to Tuesday results as more free time again at mo but wish I'd still been busy ;-)

Anyway I'll leave the freaks to their moaning than clog up the board, not a pleasant week for shareholders but plenty of time left this year to get back to glory but some work to do for sure for the team.

Good to see u back here mate :-))

Nothing wrong with bullying bullies Freddo u freak.

And stop bringing my colour into it weirdo.

I was born here and not remotely religious, nothing cultural in my dislike for little freaks like you and handing them their backsides. Hinduism would discourage it actually lol

As I've told you before, I have mixed race nephews and nieces, the world is moving on and mixing and it's a beautiful thing.

@BeContrarian - Couldn't agree more on both counts.

@CP - Maybe you should take up Chess as a hobby so no one has to read your useless and repetitive rubbish mate ;-))

Fair enough Hydro should have checked the AI output - but his use case of aiding his dyslexia is a good one as he is knowledgable about the sector and mining so his use of AI is less likely to cause misinformation - as long as you check the output mate but we all make mistakes :-))

I don't mind any intel from anyone as long as it can be verified - if it can't and in this case might be tough - then if you trust the source it is fine to build some theories but we should try not to get too invested in those until the intel can be verified by H or someone else - just applying common sense.

As a general comment and not aimed at anyone - far too much AI output being bandied about here and TG though - it is very flawed currently and you really really need to be an expert to understand the output if something complex.

Useful cases I have tried are just something like shareholder rights where I know enough to pick up on any quirks and cross check against relevant sources that I would have used myself without cheating with AI. Ask it something like is GGP undervalued and it utilises otehr AI cr*p like Simply Wall Street which is pathetic IMO - so you do need to be careful.

What I wouldn't do though is rely on it to try and understand the JORC or VALMIN code and explain it to me - better to do the hard work yourself for now until AI models improve.

We saw the sorry ass output some twitter trader used to come here a year or so ago for some new offering they intended folks to subscribe too 'analysing' GGP and I had no issue ripping it apart as the guy was a bit of an arrogant idiot and the 'analysis' was riddled with errors. AI is useful but lots of work required.

I write a lot for certain parts of my work and I can identify AI output in my chosen fields of specialism with ease, same goes for others I know.

Deffo avoid any Orphan Period mate :-)

The Orphan period stays in place for a project until the DFS/DTM mate and then the duration of the second wave will depend on the duration of any development required which tends to vary project by project of course - especially between Greenfield and Brownfield projects.

Also, one mine build may hit more or less financial and/or technical hurdles than another - so it is just a very rough guide in what is really a very wide range of potential timeframes and outcomes.

Also important to remember that if dilution has occurred (which is usually the case to for an explorer to help fund projects) then achieving 3p now means a much larger mcap than it did before.

Also - with EH we own less now - not the entire project so has to be factored in.

In terms of the 2nd wave and what Lobo Tiggre calls the Pre Production Sweet Spot and potential ROI from DFS/DTM toCommercial Production, I analysed his data at the link below :-)

https://www.ggpchat.co.uk/viewtopic.php?p=4786#p4786

... in terms of assurances of actual ROI as their alignment to your own interests might not be what you think it is. This is AIM after all.

As I said, money to be made here but this is very much your typical AIM fare now than some long term investment as a company that will mature with the current incumbents on the BOD.

There seems to be a lot of debate on TG and here about the leadership team on UFO, longer term holders especially don't rate them by and large and the newbies think there are no issues.

My thoughts are as below in reply to a TG member:

1/

The BOD have been anything but impressive and they are still there so that will cap ROI to some extent

Also, let's not forget the interesting set up with Richard S and WCE and not pretend that isn't a potential risk in future.

But averages define your comfort level and payback but I'm querying the quality and motivations of the BOD are not exemplary and by and large the different iterations of the leadership team have appeared to be ineffective at times Vs mining being slow.

2/

Personally I'm not moaning, UFO didn't meet the criteria for me to take a heavy position here and frankly still doesn't due to the absence of a committed and reputable team I trust.

I'll make money here albeit not as much as could have done but I still don't respect how the company has been run by various iterations of so called management and don't like seeing folk shafted.

Poor management teams don't make for long term investments no matter how good the assets and ROI will be capped with this lot in place, kid yourselves not whether new or old holders.

It's interesting in how good assets haven't been able to secure a stable world class team around the company, I believe Richard S is the issue.

3/

A strong and stable team in place would have made much more progress in last 5 years and managed and run the portfolio better too.

The company would also have rerated better but has a poor reputation for those who consider researching the management of a company over say a 5 year period before investing.

Assets are good enough to make some money despite the team and dodgy set up with Richard S and WCE*** if you don't mind high risk for those with lower averages.

It's not just the assets that define a company, it's the people and some red flags there with this company like it or not.

A point for debate is that could a more stable, focused, aligned and skilled team have made better progress and diluted previous holders far less?

I believe the answer is a strong yes and I'll repeat again, with this team in plan and Richard S, ROI will be capped and IMO this is not a long term investment but one to take your spoils if you get some on meaningful progress while this group of individuals are involved.

_____

Actual research and ability to assess potential value doesn't seem to be a strong suit with some of the more vocal newbies - AI and cut and past from RNS's and presentations is not analysis. Learn about the sector and valuations and then you'll understand howf intrinsic value comes from actual progress and how proven up any assets is. You'd also understand the importance of researching the last 5 years or so and assessing management and it being more important than the asset in terms of assurances

Very speculative press article firstly and while some of the Oz press industry might identify good leaks now and again, they also seem to do the usual of much speculation as any in their industry to gain audience.

Secondly, much too soon to judge the ASX listing yet and we need to see if the assumed benefits kick in after the mandated fund buy in's occur, if not then a huge assumed catalyst for ASX in short term will have failed.

Mid to long term benefits being measured from an ASX listing such as inorganic growth, funding if needed etc. means staying invested for a few years but in reality if GGP is deemed undervalued in 9 to 12 months against peers, the management will be failing IMO and will be better vehicles for my money.

I don't understand why you're looking for opinions Southern when you don't seem to respect anyone else's vs your own from what I've seen from you? Have you ever tried contacting the company, attended a Town Hall or submitted questions to webinars to grill Shaun on anything?

I have used all of these avenues and been able to get responses via all these channels constantly Vs forever moaning about how the company could be run better and how any LTH disagreeing with you is disingenuous on here.

As a retail shareholder with little power like the rest of us, I suggest you set some targets and timelines and if the company fails to meet your expectations then you should sell. I deem this year in its entirety to be the minimum period of assessment personally after all the events that have transpired.

One thing is for certain however and Shaun has voiced it himself in past, a quality company can't keep running cheap in the market. From my own experience, somehow it will be snapped up and at times that can be orchestrated by aggrieved major shareholders, good luck to anyone trying to predict Twiggy on these boards unless you know what expectations and targets his team have for GGP personally...

Shaun and co. do need to ensure that the company stands out Vs peers in whatever timelines likes of Wyloo are setting them. As investors we should all have the same set, but judging the ASX listing this early is a mistake IMO, we need more data and time to make conclusions on short term benefits as that is all that can be measured for now.

Nothing more substantial than a speculative article seems to have shaken some?

Also, if a takeover scenario ever happens in the years ahead it will be akin to Newcrest where PI's won't have a say in it.

AS LTH we all had the option to see in 30's and if we didn't then only ourselves to blame whether the reasons were good or bad - I've always held that opinion as nothing is ever certain even in main indexes and in all areas of life a person mush hold themselves accountable.

There are reasons that firm outlooks in business beyond a year don't really hold much accuracy and why constant assessment is a principle in many areas of management. What I'm saying to those planning to hold for their children etc. blindly is that you are taking an inordinate amount of risk with that kind of 'strategy' moving forward.

The market didn't favour us whether we like or not - but nothing that can't be rectified in time but the longer you hold a stock, the more risk you assume as with anything where you can make or lose a vast amount of money in mere minutes as with stocks so best to have targets for growth at a minimum for returns you expect at least on an annual basis IMO.

If you don't measure performance with some metrics in place for what is now a proper company - how exactly are you going to be judging the company as surely without divs in play - for now it is strictly the amount your holding grows or not.

There are periods over the years ahead that it may not make sense to hold mining stocks or any stocks for all we know - keep that in mind IMO vs listening to any board experts saying there are no risks moving forward - who probably don't have much commercial experience in the real world.

When you have shareholders such as Twiggy on the books, it has it's plus points in the way Wyloo have supported us with their firepower - but also not a great person to be not impressing.

I like this factor personally- ensures no slackness in rectifying and strengthening the company position on ASX. Personally once the Hav DFS is delivered and indexation bedded in to where it will or should have had an impact I'll have no longer horizons than quarterly moving forward. If the stock deserves to stay in my portfolio it will remain - but it will need to deserve to stay.

Best time to evaluate SP as covered many times in the current time IMO is at year end and see if the potential catalysts have kicked in or not...

This year IS a foundational year and the best chance in current circumstances for rapid SP growth post a deal done at a very cheap price you might think.

NOT day by day but during the year in it's entirety and studying the data weekly, monthly than being glued to the SP minute by minute probably better - especially for those affected emotionally - which seems to be the case for many of the current frequent posters in the chat groups.

The HAV DFS will be a catalysts over the development of the mine in entirety not on publication of a DFS and immediately see all the benefits as many risks in financing and building mines of course. See my analysis on the PPSS (Pre Production Sweet Spot) albeit we're not an explorer any more but does offer insights to rerates for explorers becoming producers.

https://www.ggpchat.co.uk/viewtopic.php?p=4786#p4786

The Lassonde Curve is per project IMO so each project has it's own LC - things have got a bit complicated here due to the acquisition of Telfer in directly correlating everything from the Hav discovery now as we've rerated based on Telfer already from the deal.

The indexation will hopefully help more than claw back the recent loss in SP. I hope some have managed ot enjoy their summer than be glued to the SP here any more - no longer any need as the company is no longer an explorer. Personally, I suggest seeing how the company does in 2025 and then taking it quarterly from 2026 onwards as many would usually with a producer.

The chat groups are low on research now (bar Bamps and a couple of others here and such as Nitram on TG) and high on arguments vs any useful debate nowadays - times have changed and so has the company. Unfortunately the market didn't like tihs quarters report based on SP - sure if this continues quarter by quarter then you'd think it is time to move on with your money.

But IMO - best to see how the rest of the year goes and go from there - early days yet in GGP Mark 2 and I suspect as long as macro doesn't turn against us - we'll be in a better mood at year-end :-))

Setting realistic expectations was the correct move in a corporate sense - but some effort on PR via mainstream channels needs to be a bit of a focus to ensure a better understanding of the results and ensure that given this is a growth stock that the market understands the viable path to growth ahead alongside positive updates into the next few quarters.

Worth remembering with any exploration project looking for something that most fail - that includes GGP and any other company and any nearology play as we saw with some of our own efforts on the border with Artemis.

More likely than not you are throwing your money away with any explorer as they take years to progress anything, lots of raises and some use very dodgy metrics to make it appear that something might have economic value.

This is an undeniable fact about exploration from my last few years following dozens of projects - cross ramping is useless if you can't provide some breakdown of current research. Just shows a lack of knowledge IMO when you can't at least explain what is promising and in a meaningful way - not cut/paste of RNS's...

As for retirement riches from GGP - well it is for some of us who have larger holdings and/or bought in cheap and new investors are looking for decent growth with much more moderate risk.

You can't compare WSBN/GEO type plays with GGP - different investment prospects now.

The GGP chat boards were always going to get quieter once the company matured into a producer so the biggest reason for this board and TG group being quieter is that is just a normal organic part of the journey.

Tends to happen once a more speculative PI heavy company joins the big boys and starts getting more institutional ownership however - what has been interesting is how certain uber critical trollish types such as my old mucker CP who are always going on about certain LTH 'ramping' aren't able to really make for an interesting board mostly left to their own devices, less and less to say if less to criticise?

Seems their own 'opinions' and 'research' (not that I've seen anything meaningful posted) doesn't really make for enticing or interesting reading - are you guys as boring in real life? You have the board now as no moderation that can be evidenced, many have just green binned you and this is what you have managed to cultivate?!

The evidence seems to suggest you lot are just trolls with nothing meaningful to impart yourselves. If the majority of someones posting history is just criticism of what others post - then well - says it all really doesn't it. :-))

Https://hotcopper.com.au/threads/ann-high-grade-silver-intercepts-near-surface-at-elizabeth-hill.8668052/

Ann: High-Grade Silver Intercepts Near Surface at Elizabeth Hill

Helx2 continues to astound with his low level of intellect by asking LTH to filter... actual LTH who have contributed more to this BB than he ever has...

The empty vessel who uses AI for everything, can't handle losing debates and then filters folk while somehow still being able to read their posts.

The reality is that despite the good assets - the last 5 years has seen unstable and poor management of company and the projects and that any decent rerate will be as much reliant on the macro than the current management and progress. Smart LTH will be sure to make the best of any macro related spike if UFO continue to fail to capitalise on the key projects.

I've never filtered anyone, I can use debate to counter them - just as I did with Helx2 and the same way I would never avoid any kind of confrontation in real life.

Too many with poor debating skills and mindsets using the filters to shut out dissenting opinions vs actual trolls .

We need to wait until the end of year to better assess what impact the ASX listing has had - not a couple of weeks.

That really goes for assessing the ROI since the deal - a lot can happen in 6 months as we've only hit H2 2025 today and the SP has done well since the deal.

Apparently this volatility is normal in this scenario and it might be a while until things settle down but does show that 'games' are just a part and parcel of investing/trading and not just AIM as many of us were trying to say.

I'd just let everything settle over a few weeks rather than waste energy tracking all the changes in SP and even ASX movements overnight for some as not much logic to it at the minute and probably various factors playing into this that we just don't have the insight or access to understand fully.

Was always going to be volatile at first and we really need to see this all play out for a while until the 'norm' begins to form, certainly not within the first few days I am sure.

You need to judge the ASX cross listing success into end of year not the first week or even month IMO.

Good to hear from you and glad you're keeping well and ramp away - your presence is sorely missed lol

We need you back to let us know how these ozzies operate mate and one rascal always knows another :-))