Member Info for Dip666

@Walkley - use link below to find info. collated to help understand the company and acquisition.

https://www.ggpchat.co.uk/viewtopic.php?t=969

Https://s24.q4cdn.com/382246808/files/doc_presentations/2024/Nov/10/Newmont-Fourth-Quarter-2024-Investor-Presentation.pdf

30m 13secs for GGP ;-)

Hi Ace - manic these days so not posting much plus not much at mo to talk about... albeit gladly as beats waiting for GGP to get going :-))

I've just accepted that I could have played this much better but we had some real curve balls alongside the Orphan Period and IMO the most important thing with those 'spanners' being thrown into the mix was getting to a point where we were going to be safe from a cheap takeover.

We're a completely different investment now is my mindset and old SP numbers mean nothing now, that 38p ATH was a different company altogether and this is now a new investment in many ways and I'll see where we are after ASX listing, Telfer Reserve and Resource updates and Hav DFS confirming the revised numbers to gauge what the upside will be to work out my strategy beyond Hav first pour.

A lot can change in next 12-18 months - let's see what these guys can deliver with full control :-))

HU MFU as per reply in TG posted below*** to Tim, just don't feel we have visibility to knwo what options were apparent and overall - it's just a different investment now than than what we initially dived into in 2020 for many of us. I just think we need to have a bit of a mind shift now and adjust collectively :-))

***I wasn't expecting GGP to structure a deal in the manner they did for Hav/Teler and in fact no one I recall was expecting something without an element with debt for Hav/Telfer. From a corporate POV it seems excellent long term with the added incentive for those who came in as new investors with a potentially non-dilutive pathway for production at Havieron.

But only time will show how optimal it was for existing retail investors now IMO and likely to be a longer period of time than many of us hoped for to see the gains we wanted- but there were so many twists and turns since 2020 that it did leave the company in a precarious position.

Maybe the raise could have been done at a higher price point with less incentive to take quick profits for insto's, maybe not, we just don't have the visibility to know this as was a very large amount of funds for GGP to try and secure. I do feel that part of the appeal of this deal was to bring in more insto stability too, can't fault GGP for that although again do feel my ROI will now be longer than I'd hoped a few years ago.

My biggest learning point is simply don't stay invested during Orphan Period ever again with a junior and it was my decision to stay invested so I can't place blame elsewhere. Now hopefully what I feel was a mistake in not folowing my initial plan of exit at maiden MRE when I first invested in Jan 2020 can be rectified in the next couple of years or so is my mindset as I'd never intended to invest for decades.

But you have to adapt and change and GGP is now a very different company with Telfer now in forefront initially and an extended lifetime whilst Havieron is brought into production in a much more optimal and structured manner.

HI Ace, better to explain things in detail at times as pretty clear many haven't read the admission doc or other info. shared by GGP around the acquisition, and perhaps some struggle to understand some of the content. It is what this board used to be godo at in teh past although now reverted to a more typical LSE board so why many have stop posting.

It's also why I've put the info. linked below* together where I'd listed useful sections to admission doc such as the tailings :-)

*Useful links for research about the Acquisition and EGM

https://www.ggpchat.co.uk/viewtopic.php?t=969

You can read about the Tailings Storage Facilities conditions and plans on page 67 of the AIM Admission doc, section 3.4

https://greatlandgold.com/wp-content/uploads/2024/09/AIM-Admission-Document-10-Sep-2024.pdf

Newmont Q3 2024 Earnings Call Transcript

https://www.ggpchat.co.uk/viewtopic.php?t=985

Hi Doozer, I don't know shinybits personally, I would just ask him in the GGPChat forum mate :-)

It will be a cross listing if no IPO and you can read about how it works below:

Notes and threads

https://www.ggpchat.co.uk/search.php?keywords=cross+listing

https://www.ggpchat.co.uk/search.php?keywords=tophat

Cross listing

https://www.ggpchat.co.uk/viewtopic.php?t=434

Yep Liam did hear it has and Shinybits also said it would only take a few days to resolve too when he brought it up.

The Lassonde Curve is per project and Havieron's future may be non dilutive but the timing's have been moved back to develop in a more moderate and optimised approach while using Telfer ore and extending it's mine life and in meantime it is providing it's own partial Lassonde Curve as such with the Pre Production phase by turning into a producer overnight once deal fully concluded.

Alongside Q1 revenue figures and ASX listing by Q2 next year adding momentum with mandated investment by pension funds etc. Hopefully this move from explorer/developer to producer will prove a catalyst as Telfer's reserve/resources are updated in Q1 andQ2in 2025 turning the current general perception of Telfer being End Of Life to a much longer future alongside adding considerable additional mine life with West Domes Deep etc. in further Telfer updates while Havieron DFS is progressed and the production and financing timings and pathway confirmed.

As a reminder of early cashflow from Telfer and the new plan for Havieron below are links to mine and The Doors notes from the informal section of Town Hall and for the streamed webinar:

Notes from informal Town Hall held with Shaun Day on 24th September

- https://www.ggpchat.co.uk/viewtopic.php?t=964

- https://www.ggpchat.co.uk/viewtopic.php?t=965

Link to view Town Hall webinar held with Shaun Day on 24th September:

- https://streamyard.com/watch/XG8BPnSu4d8d

Https://audioboom.com/posts/8588319-sunday-roast-featuring-sean-wade-ceo-of-power-metal-resources-oliver-friesen-ceo-of-guardian-m

Https://audioboom.com/posts/8588319-sunday-roast-featuring-sean-wade-ceo-of-power-metal-resources-oliver-friesen-ceo-of-guardian-m

Abysmal is the word I'd use for the FA and this is an advertisement for your system.... back to the drawing board for now. I ran tests through some AI platforms and in seconds they created better summaries of the investment proposition that one could rewrite, correct some inaccuracies and supplement with more information that would absolutely eclipse this attempt.

Where are you pulling in the information from exactly... your developers really need to work on that and you also need to incorporate some checks and understand you need to supplement the AI driven content, pretty much where most are failing.

Forgetting about the ineffective and dangerously inaccurate compilation of so called market intelligence, did no one in the team think about bringing expertise in-house to copy edit text to make it seem less AI generated and also verify information is accurate?

It should be free as it holds no commercial value. You've been very insulting to many on here who actually operate in the real world, have met each other at shareholder events and obviously are much more competent in their fields than your lot are and then you provide this tat as proof of your expertise.

Lazy, incompetent and lacking any professionalism as a product in terms of accurate summary of the company, quality of writing and presentation of the information is also poor.

Forgetting about the AI generated content, 5 minutes research such as reading the investor presentation would have informed you that Newcrest was acquired by Newmont last year, who then went on to decide to divest Telfer and Havieron and GGP is now in the final stages of concluding aforesaid deal.

The very structure and nature of the deal will have immense effects on all aspects of the company and it's not even mentioned. The company has also radically amended it's entire corporate strategy due to the deal and shifted timelines for it's key and now solely owned Havieron project for a more optimised approach with the starter mine whilst now being able to complete DFS with a focus on considering increasing production profile.

While using Telfer in meantime to transition into a producer, not to mention that a key focus will be in informing and verifying to the market that Telfer has a viable extension of mine life whilst Havieron is brought into production. Also of critical importance to any potential investor is understanding how the deal has been structured with various stakeholders and also how they will finance Havieron through a potentially non dilutive pathway etc.

There is no JV with Newcrest, GGP will soon own Telfer, Havieron and other Paterson interests having acquired from Newmont, such a transformational and recent event and not even mentioned. The FA is seriously inaccurate, how can you keep reposting without amending... Telfer will be leading the fortunes for the company in the short term for now.

From page 41 of admission doc it does appear mandatory;

........ the Engineer of Record for TSF8:

• confirming that remediation works at TSF8 have been completed in accordance with the

remediation plan; and

• approving the recommencement of the deposition of tailings into TSF8,

and DEMIRS lifting any prohibition on the deposition of tailings into TSF8 (the “TSF8

Remediation Condition”); and

• the Sellers having restarted processing operations at Telfer and recommenced deposition of

tailings into TSF8 (as remediated in accordance with the TSF8 Remediation Condition) for a

period of 14 consecutive days (the “TSF8 Restart Condition”).

Certain of the Acquisition Conditions may be waived by the Buyers in their discretion.

The earliest date suggested for completion was early Nov so plenty of time to rerun as processing will just carry on once repaired very likely for more than 14 days longer anyway .

Guess it depends whether this was a critical or wear and tear type fault and what other stakeholders want to do but bound to end up processing for a few more weeks till completion from this point, so as long as fixed rapidly I can't see it being a big deal fingers crossed.

I have no idea mate, perhaps not but still not a bad thing if it is required given this instance if 100 percent verified but TBF shinybits seems to be in the know.

Still leaves early Nov potential date as realistic if only a couple of days to fix and need to rerun 14 days again and better now than under GGP stewardship.

@CAtchme

You can read mine and TheDoors Town Hall notes in link below (*), also look at the investor presentation and specifically the Go Forward slides from around page 21 (**) to understand Telfer wil be in the spotlight providing revenue whilst a more optimised approach for Havieron for better longer term steadt state production etc. will be pursued.

*https://www.ggpchat.co.uk/viewtopic.php?t=969

**https://greatlandgold.com/wp-content/uploads/2024/09/Transformational-Acquisition-of-Havieron-Telfer-Investor-Presentation.pdf