Member Info for Dip666

Ace - we refuse your resignation so keep posting and well you know... didn't want to say anything... but you owe me a few pints too so don't forget your wallet when we meet at a TH :-))

Freddo, I swore I read 'throw some stories at me' not tiresome, sorry bud but in reply:

Dip , the problem is i have been correct all along .

- you bought in at the peak of the discovery hype in Jan 2021

There is a group of traders controlling this board

- no one here has to be ability to manipulate markets from the trolls to the influential posters you naive man

Bamps does get info from sd

- as have I and many many others when emailing him and just like Bamps none of it has been insider information, just clarification of topics he is able to share with investors. Your claim is libellous.

It was a Rubbish investment for 4 years

- It was challenging investment for 4 years as hurdles and issues abounded but fundamentals have always been sound which is why we're where we are now thanks to capable management thankfully.

It was not a good time to buy ( even at 25p some were advocating this )

- you could have bought at 25p and sold in mid 30's actually...

Things changed in December , that was a good time to buy (as i said )

- as many said once deal announced and ure more a chancer than an informed investor, you couldn't give a 5 minute presentation on GGP assets and potential if ure life depended on it!

I await your next story with baited breath

- I was really hoping I would continue to hold your breath till I replied.

There will continue to be volatility given the state of the world in short term but think we can all agree that this year should be a marvellous one for GGP nonetheless otherwise we wouldn't still be invested and I am so happy many are getting back into profit

Keep hating Freddo but remember many of those of us you most seem to dislike are going to do far better from GGP than you will having risked our money earlier than peak no of wave 1 in LC.

If we're dumb, you're dumber but we're all lucky enough to get a second chance here.

Cheer up and enjoy the journey and stop being a hater.

*Unless some urgent need to sell even :-))

A bit of perspective ... the closing price yesterday, today and tomorrow at this juncture of our journey mean little.

We have some dare I say with today's topic some potentially 'electric' updates and milestones coming up before year end, so unless some urgent need to see there is plenty to play out still - but as always - DYOR :-))

However - my best guess is that:

1/ Moonie will obtain a new electricity supplier via the Money savings expert web site and treble double bubble quadruple his holding

2/ CP will get another whisky bottle down him and get very very very angry with everyone

3/ Sullen Comfort will be whinging about everything and everyone under the sun

4/ Freddo will be posting more inane rubbish

5/ Tymers will be playing house.... in his Wendy House

Https://hotcopper.com.au/threads/ann-fieldwork-commences-at-elizabeth-hill-project.8519493/?source=email

CP - let's explore this 'wrong' as it's a good topic given the journey here.

I do feel I was wrong to hold on beyond 2020 and ignore the LC inertia - but with the benefit of hindsight and in reality we also had a rather crazy series of events that muddied the waters. Also, with a low average I was safer than some others and being fortunate in my financial security I wasn't overly worried , and even in a cheap takeover scenario I'd have done OK and a win is a win.

Much of my analysis and research or others in regards to fundamentals has been spot on and helped folk understand the investment case and the company (as it changed) BUT the market is driven by sentiment not fundamentals even when as strong as GGP had it seemsWhen an investment case changes - opinions and thoughts probably need to, so you're being smart in acknowledging this surely?

A learning point for me despite being at a developed stage as an investor - but I have no issue in being humbled at times, it drives improvements in me. It drove me to look at topics such as Valmin compliant valuations and structures of MRE's etc. and a major learning point also in that we just didn't have visibility to some very critical areas such as the metrics and conditions of the Option Exercise, so perhaps Risk Management approach should have veered more so to riding my luck less :-)

p.s Your main issue IMO with some of us is you try and be a knowledgable and respected poster on boards, but in the main end up getting ridiculed and ignored - that's on you - not me or anyone else buddy.

* should have read 'to avoid levelling up their holding'

No excuses this time Ace such as a half chopped off digit ;-))

CP - keep your fiddling to yourself... and get off the booze and find a hobby,perhaps you and Sullen Complainer, sorry Southern Comfort could both take up golf, or sailing or knitting or....

Anyway, certainly found the GDXJ info interesting too if Vaneck won't be able to exercise the loophole as such as they have done to date to level up their holding once ASX listed.

Time will tell and Charlie boy seems to have upped his target too as he seemed to think lower I'm sure earlier in year but TBF the last few weeks has certainly made me upgrade my expectations too for this year :-))

Was that to British Gas or EDF moon?

BG tend to be quite tardy about getting back to you and I'd recommend Martin Lewis's website as some good info. to get yourself switched over to a better supplier.

No need to thank me, we look after each other here :-))

Yep prime example Badger lol

And Y, that's what I said, from a marketing and PR aspect positive notes are fab but the specificity and accuracy of the targets veeeeery debatable IMO mate :-)

The actual content is rarely debated on forums, if the SP target is high it's 'good' in most folks minds already invested whatever the rat if the content says but hopefully does bring in new holders so all good with me.

Broker targets tend to be more marketing than accurate predictions, some studies I've read suggest they're no better than us lowlife retail at calling SP in general so not worth getting emotionally invested in but always good from that marketing and PR side for them to be looking positive.

The thought of you playing make believe in your Wendy Houses fills us all with much joy 🤣

Tymers - what is of more import my dear friend is how many more Wendy House's you bought?!

Freddo, Costa is a blooming genius when it comes to TA, he stopped posting in TG and here ages ago but he made some excellent TA calls since I was privy too.

Costa is a very smart and talented guy in general, and a lovely human being too as are many others in the community as not everyone is a stranger to each other in here.

Southern comfort , you were saying that we'd have no rise until ASX as we were being manipulated.

Traders were selling out to move into next trade this morning so just traders being traders IMO and weve seen new investors coming in during rise due to FOMO as many did during 2020 and eventually became LTH.

Hi Speedy - tend to agree as someone investing for growth in GGP type positions vs theortical divi's years ahed that Divs being paid is when naturally growth will have slown down , external tailwinds can still propel or stall an entire sector of course.

When considering Risk Management in general I would argue as a matter for debate that sentiment and money leaving the sector in future would also be a time to sell up any mining stock you hold based on what I saw play out post 2021 and had read about this sector.

You can't call everything perfectly and the markets have been crazy since 2020 - very unpredictable indeed, perhaps some of the rules we think we know are changing , something I plan to delve into later in year when free time allows.

We're seeing sentiment (which drives the market) playing out on this board with many new posters who have just invested or those sitting on profits from investing straight after the deal wondering about exit or slice strategy and how much upside GGP offers... just as when folk joined the 2020 journey - de ja vu in that regard :-)

But this time also many LTH getting back to even and into profit - which is lovely to see as the market rarely gives back what it snatches away!

And of course - GGP Mark 2 is a different beast - one that is still forming for those new to the company. We have a loose framework of what to expect the next few years in the roadmap. The ASX listing, Telfer and Hav updates this year will help define the short to mid term potential in more detail and I expect the market to be very happy with these updates.

Looking beyond the next 3-5 years with the two key assets, when you check the roadmap there are looser less defined (naturally) plans to secure and grow the position in the Paterson region. No doubt Inorganic opportunities may be considered but there seems to be enough in place either in our existing portfolio or regionally to continue growth.

Exciting times after some grim years for new and existing investors alike :-))

@Ace - better dust out some new predictions if this continues!

@Unimagnaitve - glad to see you like many of late are getting back in profit and IMO enjoy your wins without worrying about not getting perfect exits and learn from your losses mate. GGP humbled more than a few ego's of some of us who thought we had had enough time in markets to call everything with more accuracy. No such thing, every now and again it's gonna kick ure ass into touch :-)

@Tymers - A new Wendy House AND a toy car for you huh - well done you!

There was a bit of heated debate this morning on TG about how important the gold price was in the rise of late - but many of us agreed with Lenny in the end - who gives a fig as long as we're rising lol

Just wanted to share my thoughts on comparisons of 2020 and 2025 as I posted in TG this afternoon as really has been lovely too see many LTH are finally getting close too or back to profit and has got my philosophical side whirring away :-))

To me 2020 was a very different scenario in many regards outside the structure of the company now - many of us were just seeing profits on top of profits grow in our portfolio’s as the SP kept rising, albeit in spurts than a steady rise as we well remember.

Now in 2025… a lot of folk have been underwater and/or lost huge paper profits that could have paid for weddings, holidays of a lifetime, even houses we left on the table as they say. So for some perhaps, there is an element of releif mixed with excitement in starting to feel increasing confidence that the deal is starting to deliver ROI and the chances of getting back into profit are growing if still under.

Not everyone here had the advantage of a low average to cuddle up to, easy enough for me and other LTH to say be patient or relax when I’m not staring at a huge paper loss or having to find funds to try to average down in uncertain and challenging economic terms.

The reality is that the investment case in 2020 was a JV with a seemingly friendly and supportive partner and then as time went on, things got more uncertain and we ended up with NCM turning hostile... NEM buying them out... then divesting our key assets … fortunately Shaun securing both for us. A lot of uncertainty to live through indeed 🙂

And despite the huge amount of research and analysis in our community, not one of us had a clue that the new GGP would entail Telfer having a new lease of life perhaps for a few decades ... and Havieron being put on a ‘delayed’ roadmap that actually results in a more optimised and profitable mine life where we’ve all been seeing an accelerated development as the advantage when we thought Telfer was near end of life.

We’re bound to have more bumps along the road of course as such is life - but it’s good to see fellow passengers on the GGP Train being able to upgrade their train carriage and start enjoying the journey in more comfort. Nothing is guaranteed in life or investing but the signs are looking increasingly better for a very happy end to this year :-))

Shaun's stated that the planned consolidation isn't due to the 20 cents threshold (there is an option to apply for a waiver too for those who have checked the regs) - but to bring shares in issue to a more normalised number in relation to ASX peers in previous Town Halls and interviews.

Just search through the transcripts or watch recent interviews on YouTube :-)

https://www.ggpchat.co.uk/viewforum.php?f=54

Sry pepper, life a bit crazy for at least another couple of months to get my creative head on too often at mo :-(

Never been afraid to either admit I got something wrong or change my opinion about anything my little pepperpot or apologise when I've wronged someone.

The world is too full of folk who won't do the above and usually the root cause of too much strife. Don't get me wrong, I'm not Ghandi, there are times in life when being forceful is the right approach and I'm not shy of conflict as you know ;-))

You seem to be keeping off the sauce of late which is good as ure a bit of a nasty bugger when drunk and overindulgence is unwise the older one gets.

Perhaps you should try a less forceful approach to make your opinions come across better, i exchanged a difference if opinions earlier without falling out with anyone, it is possible you know...