Member Info for Dip666

LOL Moonie - so where were your gang at the last TH?

Hiding in the mens room perhaps?

https://www.mediafire.com/view/j74njufqnmo6ttv/Moon_Crew_hittin%2527_the_Town_Hall.png/file

A moving target is definitely my mantra in terms of momentum and macro being my main considerations in speculative growth plays - especially in very volatile times. You can't have rigid plans in the midst of chaos, I feel you need a range of plans in accordance to different scenarios that may come to pass.

A free ride is part of the plan for myself - but will be a real time decision when certain parameters are met - alongside assessing consistent quarterly performance now we're a 'proper' company with revenue. GGP has plenty of growth prospects and in the best way organically BUT we're also now a big boy and execution and performance are a huge part of how we are measured every quarter as sentiment based on performance will shape the SP as much as any potential moving forward.

This is why I personally think a more measured approach with OC with a JV is optimal at this stage for GGP for an asset and market place that is very complex but very compelling - keep that see saw firmly sloped closer towards opportunity than risk sentiment in the market. Concerns about Telfer and 'gaps' are being mostly put to bed, no need to raise new ones with major development work to conduct on Telfer and Hav. An assumed budget/timeline in this sector tends to veer towards upwards pressure from my observations :-)

The varied replies as always to such posts show how everyone has to consider different needs and/or has different desires but as TMT says - you should set some clear strategies based on your individual circumstances. It's much like some keep putting off sitting down and have certain difficult chats and make difficult decisions when it comes to their post-life planning. It's incumbent upon us to try and leave things as clearly defined and clear and prudent in our will/trust for our benefactors.

If others are reliant on you to ease life's burdens and GGP is the primary or only vehicle for you to help them and you're also nearer time to saying goodbye to loved ones - then my advice is to remember these kind of opportunities are rare and fragile. Make the best out of them and do ensure you measure further risk against attainable gains wisely against your own wealth.

There is always the chance of 'more' but sometimes 'enough' may be a better choice for some in an approach that secures what is needed at some point and leaves some upside. TMT's laddered approach at your own tailored levels is sensible for this and something I often suggest if someone is not sure what to do.

Everyones needs and desires differ - we need to remember there is no one right approach :-)

I see Punter is being a pain on GGP due to Jerry posting opinions here now and not just E1 - a company JS has invested in I understand, so surely voicing an opinion about how material, price sensitive and impactful to the business something discussed by a CEO is can hardly be considered trolling?

RNS's are only required for material news so not sure what was discussed or not at this mining conference but IMO very general mention of a JV wouldn't require one, such as him generally stating they are exploring a JV amongst the options for a project/s. Getting much more specific than that may well be in a grey area where sound judgement is required and no doubt may entice some debate amongst PI's.

It's a good idea to practice some accountability and discernment towards the leadership teams of junior explorers vs outright worship given the opportunities for playing loose with the rules afforded by the nature of exploration. I'm sure we've all learnt a few lessons by now in this sector :-)

I don't always post 'positively' on my investments, IMO you are supposed to test your own and others opinions including valuations and predictions. Any valuations are just subjective opinions, why get upset on a lower valuation when dealing with exploration projects which by their nature are very hard to pin down. Study the different valuation methodologies and see how wide the ranges can be the less proven any asset.

There isn't really any definitive value bar what one may be willing to pay for any mining asset at the end of the day...

Hardly material news requiring an RNS Punter.

Grown up investors should be able to discern what does or does not require a market release.

@acechaser - it's tragic mate... at times I'm overtaken by these bouts of extreme common sense and lucid thinking - no fun at all and I'm hoping I grow out of this or science finds a cure :-(

Yep you are right to remind us - we can't forget old Uncle Twiggy, he seems to have his own sudden turns so always an influential and unpredictable force to keep in mind? And keep on the right side of as a major investor via Wyloo of course - I can't see any reason for displeasure currently so pretty sure he's a stable White Knight vs White Shark for us :-)

Fairly good chance that Wyloo might have a (guiding?) hand in both OC and other opportunities pursued in future with Greatland - alongside that impressive syndicate of banks. They'll be keen for promising investment opportunities in this space I'm sure, so funding capability alongside the treasury is strong if anything does come up that is as they say - too good to pass up :-))

There is quite a cash bonanza but plenty of outgoings on it with Hav soon and plenty of development at Telfer to also cover. Of course there is revenue coming in and OC throws up some interesting opportunities dependent on what might be happening or not and what path they follow.

They're in a good position with risks and opportunities weighed up on a see saw as such with the market favouring the balance currently. Perhaps an inorganic opportunity too good to miss comes up but I'd still like to see Havieron development in full flow past major potential hurdles, OC potential mapped out so we know if a JV, sale or self.development before they take any more significant steps.

Too much risk may turn the market against GGP and it's also very volatile currently of course. While I see long term gold price significantly higher and stagflation more likely, can also see scenarios where gold might still dip for a while before continuing bull run.

So given the amount of organic growth to fund and potential OC deal, I think no rush unless an unbelievably good opportunity comes along. As for regional opportunities... no rush as the juniors can fund and dilute themselves proving up the projects increasing ROI making the potential assets more feasible.

Can't see any pressing need any more either given how Telfer updates are shaping up ;-)

Congrats mate, I know what a tumultuous journey Greatland has been for your family, have fun today!

I used Notebook to help me put together some slides and a video to help explain the process of paying them out to shareholders and look into the pro's and con's of Dividends for anyone looking for a bit of information.

https://www.ggpchat.co.uk/viewtopic.php?t=1237&sid=be8d282024df8edb42bac7b33d0d368d

Don's small team invest in numerous stocks and also have a more generalised funnel approach to how they select and review the stocks as he's discussed in interviews. His lack of detailed specific knowledge in individual companies does show at times including with GGP- but it's to be expected given the focus isn't on investing in a handful of companies.

Still likely to be a lot of volatility ahead, I wouldn't get too emotionally invested in short term movements until things are more stable unless trading/slicing etc.

A Stock price can always breach a new ATH or the opposite, there are never any absolutes with investing.

Astonishing footage taken from the moon flyby!

It appears that - We are NOT alone...!

https://www.mediafire.com/view/qrnce159jec304r/One_way_ticket....png/file

Things are a bit tricky in Punjab in India at mo after a convo I had with a family friend last week - usual canisters of LPG gas used for cooking by many usually costing circa 1000 rupees had shot up to 2500 rupees and food prices steeply up already in anticipation of shortages and many have been struggling to obtain fuel, due perhaps to panic buying. The region is a hugely important player in the agricultural sense too in India, second only to UP.

Use the link below ;-)

https://shorturl.at/CFK0Z

@Hopefullygold - I agree with Jerry mate in that we're on the final lap in many regards of an amazing investment journey.

GGPChat is best approached as an information hub and library - it never really took off as a chat site but it came to serve a better purpose IMO :-)

Anything I considered useful long term research I always posted there - useful stuff gets lost in the dross here.

This board was always going to revert back to a typical LSE board but it's devolvement into one of the worst has been a surprise nonetheless.

The chat boards and TG served their purpose when this was a retail stock and we mattered and things had gone awry.

Bamps can share his knowledge on GGPChat and at the meets with LTH thankfully for those of us who appreciate his selfless work - the countless many of us.

You've more than played your part too with your excellent work on X mate - just enjoy the rest of this journey and ignore the BS on this board.

FCK the haters - they'll always find some reason to be miserable and make others miserable.

Doing what is right and decent is more important than being appreciated for it at the end of the day :-))

Paul, I think we can all agree that being anti anything where you're tagging an entire group of people through their race, religion or colour with negative aspects is pretty stupid.

Hatred begets Hatred.

Very interesting interview - thanks HG and I might forgive you now for accusing me of being a pessimist the other day!

We all know the score with Seneca - Antipa is one of their core holdings in one of their funds and they've been trumpeting about a takeover for obvious reasons. Antipa has recently had to make a large narrative shift over to being more serious about a pathway to production that doesn't include a takeover by GGP. For their PI's and Seneca - it's now a case of reality biting hard as it did with us here on GGP where it is time to say - 'Hello Orphan Period' - I don't envy them after our own journey here.

The other guy made some interesting points even though he may seem to appear negative if you don't approach his critique with a more mature and less defensive approach. He gives a good look at the mindset into why some still doubt Greatland at this early stage in their Producer journey. One of my bugbears about this industry as I conducted my own journey in learning about the more technical aspects around resource estimates and valuations is also quite simply and I underline this - the variances that you have to navigate.

TBH I don't think brokers targets are particularly accurate across the entire markets and I don't waste much emotional energy on them - there are other factors that influence the forecasts that are less shall we say 'innocent' and more intentional.

But for myself when it comes to this sector - one risk is you are working with so many assumptions for obvious reasons when you're talking about trying to predict what might or might not be coming out of the ground. Codes such as JORC and VALMIN are simply sets of principles that mean that two world class teams using the same data can come to a very wide range of conclusions - and YET still be compliant to the codes.

It adds a lot of uncertainty in an already risky industry through the nature of the work involved in mining AND a lot of ammunition for less honest types to manipulate investors . But the most important point I think is that this is why we need to understand that it is only as Shaun and team release more data to the market with higher levels of confidence that we will be rerated increasingly in line with more established peers.

The analysts and insto's don't like uncertainty and unpredictability (the same way I was talking earlier in week about what many look for from income/div focused investments) and this will decrease as GGP releases this data to the market in forthcoming quarters - alongside positive production results. I expect over the course of 2026 we'll see a more unified and positive opinion of GGP amongst analysts etc. - an increasingly 'safe bet' as they say.

And after all - what would be the point of being here at the minute if there wasn't plenty more room for growth left ;-))

SaS, I have to ask, what makes someone a retriever type lol They are very cool too though, especially compared to you know what... :-)

There's no helping you Doozer, I bet you spend your evenings watching Steven Seagal Direct To Video hits :-))

Alas - only took me 5 minutes Nine, AI makes posters too damn easy!

I could have had an afternoon of fun making one up the old way - but one simply must move with the times as we can't let these young pups get ahead of us middle aged ninja's now can we and I very much blame Doozer...

Talking of pups @Doozer - come on mate, you show poor choice in martial arts and even poorer choice in dogs - there's just no hope for you - you could have had 2 lovely labs instead!

Use this URL guys ;-)

https://shorturl.at/CFK0Z

While the intrepid teams public telephone boxes continue to be installed across the globe, we had another big revelation from Moonie last night!

Easter is all about resurrection and it appears a familiar face is back as MoonBoy declared they've added a new member to the team... a guy we all thought we knew as a mild mannered scientist by the name of Bruce Spanner (or simply as 9 to his friends in the local Bridge club).

All is not as it seems though - for beneath that calm exterior lurks...

https://www.mediafire.com/view/6vce0umj5foprx6/The_Return_of_The_Incredible_Sulk%2521.png/file