Member Info for Dip666

Who wants to tell the Moon Squad all about the amazing invention called the mobile telephone... albeit the notion of public telephone booths on ski slopes being used by his gang members to furtively spy on Hydro is comedy gold lol

I wish you all the best for your health and peace of mind CP, hope you feel better soon.

Moony, most of the companies you have been pumping across the boards last few years have been obliterated and/or delisted. Facts.

Enjoy your weekend all and don't let the FUDsters get to you :-))

The little losers are bound to be revelling in their FUD filth at the moment - they called every dip for the last 6 times as a big one but it reversed in short order and finally got it right - not exactly an indicator of any true predictive abilities - just utter BS.

Now they're stating what most of us already expect after some kind of large reversal in that we'll see new ATH's in PM's and GGP at some point when the sentiment returns. Hard to make short term predictions currently but general consensus is still red red hot for this sector :-)

They're just hoping to get in cheap to enjoy a mere portion of the growth many have already enjoyed and what others will feast on in future.

This company is solid - it's not going anywhere like some fragile junior explorer - this is a producer with a solid foundation now - even if the market has turned against the sector at the minute.

As Shaun often remarks the company will be robust through the cycle, the data and reporting to prove that the production profile and revenue should increase is being delivered as the months roll by and hopefully we'll have the EPA approvals in by H2 to see the officialFID/DTM on Havieron.

The resource related updates in H1 may not have the desired short term effects in this current market environment but just as with the ASX100 and GDX inclusions - they WILL come to bear fruit in the correct market conditions IMO - but DYOR and MYOD as always.

Let them have their fun for now, they now acknowledge the future is bright for GGP but impossible now they'll see more than a small portion of the gains most LTH have or will be doing in future ;-))

Well... it is what it is- seems as if greater events have conspired to nullify any potential short term blast off for SP as was enjoyed with GDXJ - but we shouldn't lose sight of the significance of joining the ASX100 and GDX as TMT reminded us over the longer term.

Have a good weekend - and unless you were planning on slicing soon it's not the end of the world and doesn't change the fact that joining ASX100 and GDX aren't monumental achievements that should have a great deal of positive impact in the future.

Link below is to a summary table of key benefits.

https://ibb.co/Y4mXBKV7

1. The Case for ASX 100 (The "Stability" Play)

- Inclusion in the ASX 100 is often the more significant structural change.

- The "Mandate" Effect: Many large Australian superannuation funds are restricted from owning stocks outside the top 100 or 200. Moving into the ASX 100 opens the door to billions of dollars in "sticky" capital that isn't just looking for a quick trade.

- Long-Term Floor: This creates a permanent base of shareholders, which can protect the share price during market downturns.

2. The Case for GDX (The "Beta" Play)

- The GDX (VanEck Gold Miners ETF) is the global benchmark for the sector.

- Global Liquidity: The GDX has significantly more Assets Under Management (AUM) than most domestic Australian index funds. When global investors want exposure to gold, they buy the GDX.

- Magnified Moves: Because GDX is a sector-specific ETF, it will drive the share price much harder during a gold rally. If gold goes up 10%, the GDX often goes up 20%+, dragging GGP along with it.

The Verdict

- For "Peace of Mind": ASX 100 is more impactful. It cements Greatland as a legitimate, permanent fixture of the Australian economy, attracting conservative, long-term institutional wealth.

- For "Price Appreciation": GDX is likely to provide more "rocket fuel." It connects GGP's share price directly to the global gold trade, ensuring that when the sector moves, GGP is at the forefront of global fund flows.

Key takeaway:

- The ASX 100 builds the foundation, while the GDX builds the skyscraper. Most investors view the ASX 100 as the "de-risking" event and the GDX as the "growth-acceleration" event.

GGP is being affected by the same factors as all the other mining stocks and markets - it's not some special case that has immunity as was proved in early 2021 when the sector fell out of favour. Perhaps any front running has given us a better floor than we might have had.

And it won't be immune in future any more than Newmont is or other majors are- this is a very very volatile sector. No stock is ever untouchable and GGP has been anything but last time I checked? An investor needs to constantly gauge and reassess their entire portfolio - especially a stock that might hold a large chunk of their net worth in it.

Not quite what we envisaged going into end of March with the additions to ASX100/GDX and still to come resource related updates but bigger factors are pushing and pulling at the market like it or not.

One thinks it was the cross ramping nature of the OP that lead to that thread being deleted my little Pepperpot 😁

Which is why The Moon Squad has been buying every dip calling it the bottom of course.

Silly boys ;-))

Shaun and the team no doubt though geopolitical tensions increasing globally was very likely as a large factor in considering PUT strategy along the lines of many businesses looking at their business planning at the time - so well played - but BAU :-)

One benefit of the PUTS is to help keep producing at decent margins surely and plenty of spending to do as development work picks up pace this year once EPA's gained for Havieron etc. by H2 hopefully - so I would keep assume they would deem it best to keep revenue flowing while CAPEX increases and potentially pressure on costs increases too the longer the Iran situ goes on. You could take a gamble one way or other but I'd be surprised if they decided to do this... but then again I've never run a mining company ;-)

I'm assuming most of us who are invested with more flexibility or longer fixed periods are forecasting new ATH's for Gold by year-end currently and expecting the same for the SP in future. There are more downbeat scenarios IMO short term where POG drops below $4000 if the next support level is breached but to me that is a point I would actually be interested in picking up more GGP - very much against my policy of taking the risk in early days and avoiding averaging up though and I prefer to retain discipline as saved my butt many a time.

You just need to be sure of your own investing strategies and forecasts - not other peoples and that entails building your own knowledge base. Why i don't rare;y waste time arguing about TA or strategy etc .on chat forums for the most part. The company has a full war chest and plenty of organic in-built growth - you just need to weigh this up against your own projections for the markets and your personal financial needs and/or goals and timeframes mapped against each other.

One thing I'm not worried about is Shaun and especially the BOD have seen all kinds of cycles and volatility in their careers and have the knowledge and skills to steer GGP through the stormy seas into a more calmer waters in future. Business planning isn't about Crystal Ball gazing but planning for contingencies whether or not they emerge - this is what we're seeing here with responsible leadership and management IMO ;-))

You still here Nine?

Surprised looking at this post at the end of last year from you:

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Timber, no need to wait...

Obvious trend spotted some time ago by proper investors.

Like I said before - at least a year of decline in SP - 2026 will be punishing.

Can't understand why nobody is discussing the incoming capex increase?

Scraping the barrel for ore now.

All will be good in future but the push back on Hav is the real issue.

Where is the budget for all the sites Bamps is extolling on GGPCHAT

Bezant for a few days has served well - a day or 2 more should do me nicely.

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Spineless is a more accurate description for the deceptive and anonymous trolls I am mocking with your attempted manipulation.

You are them - they are you Nine - don't you recognise yourself?

As for me, always happy to settle things in the real world, last troll I offered this choice to disappeared as soon as he realised I knew who he was - never heard from again ;-)

Now that my boy is spineless - just like you and your friends.

Says the adult male living in a Wendy House...

Remarkable how such deluded fellows such as Tymers and Punter1234 living in fantasy realities are so convinced everyone else is as deluded :-))

Poor Punter is riding a pink unicorn stuffed toy while uttering that maniacal laugh aha aha ha ha somewhere no doubt too lol

@Acechaser - smoking... I think the chicken squad are all shacked up in Tymer Victor's rickety Wendy House Crack Den passing the crack pipe around 😵‍💫

As covered before Ben Richards is a Portfolio Mgr at Seneca who hold Antipa as one of their top 5 holdings in one of their funds.

So understandably, a takeover would suit them very well to deliver quick returns vs the forced deviation the firm has had to navigate lately trying to prove they can realistically look at other avenues such as production - as the case for GGP experiencing a 'gap' has become weaker.

Hence the firm are constantly pumping a takeover by GGP being on the cards...

Below is their latest update on the fund to verify the above:

https://senecafs.com.au/wp-content/uploads/2026/02/Seneca-Australian-Small-Co-Fund-January-2026.pdf

@Droverman - That is an AI generated video mate.

Hi Sageman - I was commenting on there being other factors to consider in regards to ASX100/GDX than some of our co-investors spending the next week overly fixated on potential front running and where the SP closes on Friday evening than commentating on the individual factors feeding into a SP slump or that macro focused posts were an issue. The reality is we could see a huge spike next week and then for a variety of reasons a huge slump in short term with volatility being the prevailing weather condition at mo.

Having looked into the situ with Q1 reporting , had I been privy to the information Bamps and others were at the time, I too would have been very concerned about the quarterlies. But it appears that there were other factors they were all unaware of that would mitigate those very valid concerns so things worked out well.

And there is a lesson to be learned there yet again for all of us - that for all the combined effort we make as Retail investors in this community - we are sat outside the company and we'll always be behind the curve in some regards and get the odd shock - sometimes good such as last quarterlies, sometimes bad such as when we had an unexpected guidance miss.

The POG has helped GGP out immensely since the deal and of course there are still valid questions about GGP's ability to provide stable production and revenue until the data and reporting to support this has been delivered to the market and analysed. And of course any development work to increase production from Telfer or Havieron while providing speculative upside also carries risks in areas such as cost overruns and delays (very common in this sector from my own observations).

Geopolitical events causing negative factors such as POG dropping are all possible scenarios that can't be ruled out completely unless one is a blinkered fool. There are valid reasons we aren't yet being rated as our peers yet - the market needs to see both the team through performance and management of the assets, and the assets through R&R and reporting updates support a stable and increasing production profile.

And of course this will need to occur in a positive macro environment - until then questions remain about the sector and the company as you say and volatility is in play - all over the markets and specifically for GGP and we can choose to weather the risks or derisk as always...

And the above is also why GGP still has plenty of potential upside too should the team and assets deliver the goods - currently I'm happy to ride the rollercoaster with the current expectation that both the macro and team/assets will come to favour a higher SP. But it's an ongoing, fluid and highly volatile situation - so I certainly am not under any illusion that success is a given and we shouldn't be constantly evaluating matters ;-))

Key takeaway:

- The ASX 100 builds the foundation, while the GDX builds the skyscraper. Most investors view the ASX 100 as the "de-risking" event and the GDX as the "growth-acceleration" event.

#CLARITY

I think some are getting lost in focusing somewhat on the recent share price slump caused by ongoing events vs anything specific to Greatland - and losing sight of where we are heading.

This is not aided by the usual suspects emerging out of the shadows as they love to do on any SP retrace to seed Fear, Uncertainty and Doubt - three dark forces can never be fully eradicated any more than you can eradicate negative traits in humanity.

Where there is light there is darkness as they say and where there is darkness there is light - as they also say :-)

The ASX100 and GDX inclusion represent a heck of a lot more than just a potential SP spike in the next week or two after all?

This is about GGP being anointed and emerging onto the big boy territory on a global level - there are far more important mid to long term aspects to consider than focusing on trying to predict where the SP might fall in a week or so if you intend to continue the GGP journey for a while longer yet.

A reminder below of how we might benefit over the longer term from making the grade :-))

I was looking into long term benefits of inclusion in ASX100 and GDX using AI to study past trends etc. about a fortnight ago and tends to reflect what Jerry and TMT are saying in some regards - so some may find the following useful, the link is to a summary table.

https://ibb.co/Y4mXBKV7

1. The Case for ASX 100 (The "Stability" Play)

- Inclusion in the ASX 100 is often the more significant structural change.

- The "Mandate" Effect: Many large Australian superannuation funds are restricted from owning stocks outside the top 100 or 200. Moving into the ASX 100 opens the door to billions of dollars in "sticky" capital that isn't just looking for a quick trade.

- Long-Term Floor: This creates a permanent base of shareholders, which can protect the share price during market downturns.

2. The Case for GDX (The "Beta" Play)

- The GDX (VanEck Gold Miners ETF) is the global benchmark for the sector.

- Global Liquidity: The GDX has significantly more Assets Under Management (AUM) than most domestic Australian index funds. When global investors want exposure to gold, they buy the GDX.

- Magnified Moves: Because GDX is a sector-specific ETF, it will drive the share price much harder during a gold rally. If gold goes up 10%, the GDX often goes up 20%+, dragging GGP along with it.

The Verdict

- For "Peace of Mind": ASX 100 is more impactful. It cements Greatland as a legitimate, permanent fixture of the Australian economy, attracting conservative, long-term institutional wealth.

- For "Price Appreciation": GDX is likely to provide more "rocket fuel." It connects GGP's share price directly to the global gold trade, ensuring that when the sector moves, GGP is at the forefront of global fund flows.

Key takeaway:

-The ASX 100 builds the foundation, while the GDX builds the skyscraper. Most investors view the ASX 100 as the "de-risking" event and the GDX as the "growth-a

@Culpepper- I see you've been pining for me again my little pom pom and being quite the nuisance today ;-))

Is there a reason you're more likely to be seen haunting this board whenever the SP is slumping?

Maybe yourself, Victor and Punter should become mom, pop and son and set up home in one of Vic's luxurious Wendy Houses!

I can picture it now in my mind - roaring fire going in the fireplace, classical music playing in the background while you knit Victor a nice cardigan to keep the chill spring at bay when he chops the firewood in his manly way - gazing fondly over at him as he sits on the floor playing lego with your prodigy Punter.

Such a sweet vision, it brings a tear to my eyes ;-))

@sageman - as they say the market is forward looking so at the minute the 'market' seems to think that prospects for miners are less promising than we might.

Definitely a range of factors affecting sentiment:

- such as you said with concerns about ASIC rising due to energy costs and that perhaps rising costs will temper any ongoing rise in gold

- NSR last night may momentarily shake confidence in some investors in sector generally that may assume this may be reflected by others

- the general market sell-off due to ongoing geopolitical events

- some think gold may have peaked for now and profit taking etc.

As we know, miners are a leveraged play and sentiment shifts us more acutely than the asset prices - in either direction.

Always good to have a bit of self awareness Victor, perhaps you're growing up finally!

Passion for Wendy Houses nonwithstanding... ;-))