Member Info for Dip666

Apparently it's £2500 plus 41 percent of the amount applied for up to a max of 15k according to what one guys broker told him on TG and the guy is well connected and usually shares good info.

it seems pretty clear that the han**** resource has to be increased to get a decent deal so it's going to take time to deliver on that front - so hopefully the new guy will be a bit more effective than his predecessors but i can't see anything soon.

ufo has a poor reputation on aim now like it or not hence the mcap, no new investor looking in with a fully functioning brain researching the last few years back is going to be impressed at the history. perhaps a macro related spike help helps here at some point with our remaining stake in eh - get some fomo going to combat the poor reputation caused by the last few iterations of management.

results speak in business and that means progress not waffle in interviews - so the onus is on chris to deliver moving forward as charles asked some tough questions, chris did well generally but he also imo came across a bit wishy washy at times where he was trying to explain the last few years.

good assets also require good management else it just doesn't work out well - alien is a shining example of what happens when you can't build a stable and talented team to drive the business forward to tackle hurdles and set and achieve realistic targets and the lack of focus has been astonishing as they've swerved from one strategy to another.

Lol freddo, just catching up on posts and the issue I think is as you ask some silly questions at times so some folk took ure joke seriously ;-))

All seems to have worked out well with SP despite the discounted Bookbuild and those retail buying still get a deal albeit bound to be oversubscribed too.

Certainly seems to be getting a 2020 type rerate with macro tailwinds back in play on top of the teams excellent work so we seem to have struck gold whether new or old holders.

Makes me happy to see many LTH with higher averages being able to enjoy the journey, rare opportunity at a second chance in the market!

I would say however that it's good to remember to be humble and remember the last few years than start convincing ourselves how we were all geniuses holding through this.

All it would have taken is an idiotic decision to favour Newcrest valuation in arbitration during option exercise and we'd have truly been effed up, or we can kid yourselves that we haven't ridden our luck to some extent.

Never wise in AIM and since when is it smart for a LTH who could have had a multi bagger in 10.montbs from Havieron to then need over half a decade to get back near that point... I didn't need the money but in hindsight not my best investment decision but it's been a crazy journey :-(

But here we are back with the same potential and certainly as long as the mining sector is looking attractive this should be one of the prime growth opportunities with all we still have due by year end :-))

We'll have a DFS delivered before end of year - which will provide guidance for at least the SLOS starter mine, so everything is a guess at this point from either chat boards, MoM or broker notes based on their own thoughts.

I don't have an issue with Element, Podcasters or broker note estimates as up to each of us to factor into our own analysis dependent on how much we weight we give to each source.

Even with the DFS when it comes, tolerances will be detailed as final costs and schedules may well differ - as they often seem to end up doing with mining projects from my own research and observance the last few years.

From AFR:

https://archive.ph/4qL9v

Those type of articles are purposeful click bait to gain more views of the site and the true intent of the articles and sharing the links is just doing their job for the site in making folk clock and read the article.

They aren't going to influence the SP in any way so just ignore IMO.

*Guy = you and be a member = able

Personally don't chase rises and I buy in early on and rarely buy more so not bothering me but the cross listing has it's pros and cons for those with a more active trading approach.

His post is poorly worded, what he is saying is that if a positive market release comes out in ASX hours that guy won't be a member to buy on AIM until it opens in the morning.

CP - you were very negative about ROI since the deal so the current SP has gone against your predictions in truth, it has against my expectations early this year too as didn't think we'd manage this level of rerate without already being listed on ASX.

Bookbuilds tend to be completed at a discount more usually than not in my experience - but so what of we do end up with a slight discount from near the current SP after a decent rise in to the Bookbuild? Conversely, the recent rise might be a good sign that demand is high for the shares leading to a premium, hard to predict really IMO but if we end up at a slight discount from these current levels and the bookbuild and listing has aided the recent SP rise, we've still ended up better off as such going into the ASX listing with a higher mCap.

It's what the SP is after a few months on ASX, especially after some of the funds are able to buy in in Q3 given the timing of our entry on ASX which will be a more accurate reflection of how effective the strategy to make it the primary listing was. Hard to argue that we've been aided by some very good tailwinds on top of first class execution by the team into a very good rerate this year since the deal.

I'm sticking to waiting till the end of year before deciding my next steps after all of these key catalysts have played out more and we have more Telfer and Hav data to consider - and to date I'd say it's played out pretty well :-))

Broker targets are marketing and also forward looking, loon at the research at how accurate they end up being anyhow.

For most investors, they don't look at anything but the target price in any detail and if it's really high it's good and vice versa.

I don't pay much attention to the target prices and just focus on any good analysis in the better ones. Share prices are influenced by many things Vs presumed valuations by brokers and retail ;-))

Forgot you can't spell Hanc*ck out fully so the caps filter also kicks in with their profanity filter... ;-))

max, many of us don't need you to do our research.

and research is best conducted with a balanced approach, not just looking for data and analysis that is positive or approach a critical approach in analysing any data for instance.

something you fail at, but you do at times find some interesting stuff but prefer to analyse for myself but thank you for that effort

specifics are required for me moving forward in understanding what kind of resource from han**** might be required to help achieve a deal. hh makes some good points about the economic feasibility too that should be considered.

Nap, getting ure reading glasses on and read my post properly mate, I'm taking the pee out of the idiot

@Tymers - for once you might have made a valid post calling greed one of the greatest motivators in driving stupid actions and beyond that... evil too?!

Let me explain bud... look at your entire life shaped by the desire to own Wendy Houses across the globe - and what it's driven you to do?

Pumping and dumping stocks all day on chat boards while banking those millions of pennies to fund this desire and all because mummy and daddy wouldn't give you a Wendy House for your 5th birthday and insisted you choose a Tonka Truck or Action Man like your BFF Dodge next door

Truly astounding that such a seemingly meaningless event shaped such dark deeds 50 years later and created a monster!

Should be noted with Don that he and his small team deal with a massive amount of stocks so use a funnel system to select them vs in-depth research on each and only revisit the key data they collect periodically - as detailed in the interview he did with Liam ages ago.

Nonetheless he does seem to understand the sector well (obviously) so still interesting and a good sign he has a very positive view on GGP.

LOL some other 'Dippy' on that forum I should clarify. I do have an account for ceo.ca but not logged in for years :-)

The site want the traffic for ad revenue - pointless looking for a change in moderation - this place and ADVFN are not going to change and HotCopper has plenty of idiots posting on those boards too alongside some good ones. I find it better nowadays to stick to smaller groups of more balanced posters or more general multi stock discussion groups that are happy to do a 360 degree approach of investments than spend much time on here or TG moving forward - just as many other former regular contributors have moved away.

More bored than anything of both poor moderation but also the ramper/deramper dynamics of these chat boards and dedicated stock TG groups. A reflection of life nowadays where everyone is constantly polarised and looking at topics from all angles and debate are not valued. I don't waste time in worrying if something isn't working and where I don't have any control... just find a better way or method with likeminded folk :-)

Pressed enter too soon!

... how the tailings issue played into things and the stockpile at Telfer.

Literally everything was changing, a more optimised, robust and ultimately more profitable mine life from the SLOS and increasingly at a later stage we now know to expect a conveyor in a few years too.

The entire investment case shifted both in terms of ownership of both assets Vs 30 percent in Havieron and an extended life for Telfer and we're supposed to have kept our old opinions you daft donkey?

Age has not brought wisdom in your case.

CP you really are a Muppet...

When we didn't know about the other potential zonations at Telfer then of course we were thinking as was being articulated that it was end of life so we thought the same sprint to get Hav online would be in play.

The AIM admission document gave us some surprises in Havieron being put ona more optimised development was checked because the GGP team were confident of Telfer being able to provide ore until and beyond it going into commercial development

Let's also not forget how the tailings issue p

The HC board for Antipa reminds me of many of us not seeing any issues in 2020 while Newcrest were still playing nice thinking everything would work out as planned, plenty of hurdles for them yet and no rush for GGP to buy them out.

Also, don't see a need to max out Telfer at a sprint, just keeping growing the production profile organically and strategically in alignment with asset prices and costs for mining as they develop in years ahead focusing on the 2 key assets for now.

Other opportunities regionally or otherwise may come up that are too good to miss, but no rush again.

The case for a buyout being urgent seems flawed and will increasingly become so as further updates are made abiut Telfer to extend mine life.

Plenty of spending ahead for GGP too, so it is key to deliver the Havieron DFS to understand potential timelines and costs alongside Telfer development to make more informed financial projections.

*I think patience is one aspect but another is being astute in timing too around orphan periods with AIM Juniors trying to become miners whether JV or solo especially.

Sry what meant, auto type on phone :-)