Member Info for Dip666

Hi Speedy - it's not difficult or demanding at all - especially if you know what they should be doing and how and whom to address it with.

As an example, multiple complaints to Ofcom from users here in general terms of the standard of moderation towards very questionable content could initiate an investigation into the sub standard moderation - which in turn could result in a substantial fine and forced improvement of the tech and procedures used.

You can't have a sensible forum when it isn't moderated properly mate - amusing that any posts suggesting the site being held to account are immediately removed :-)

Perhaps it's time to look at:

- talking to the organisations responsible for regulatory and legal oversight of harmful and abusive online content generally

- various other bodies involved in combatting some of the absolutely disgusting content allowed to fester on this board frequently using the screenshots

- and where it will really impact... talking to the companies using the site for advertising and directly to the brands being shown alongside such posts

Wake up moderators and take a more proactive approach and clean these forums up.

Https://x.com/shaun_day_/status/2030862875192180958

#Greatland pleased to deploy its new #Caterpillar 6060 shovel. Part of the #Telfer open pit fleet renewal. The Cat 6060 was deployed efficiently working with #WesTrac and is a significant milestone as we seek to better define mine life extension opportunities

Some interesting stats to consider given current events:

https://www.lpl.com/research/blog/iran-escalation-how-markets-have-reacted-to-geopolitical-events.html

Thanks TMT, great to see you posting here again :-))

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-acceleration" event.

Shaun's articulated that inorganic M&A isn't a priority albeit if something too good to pass on came by etc.

Should be pretty obvious why to anyone with some meaningful commercial experience why at this stage if the company, especially a guy who claims to run 4 businesses Tymers.

Seems like Victor Tymers has found two new playmates with fanciful imaginations to play with - I can see them all frolicking together at the industrial complex housing his world famous collection of Wendy Houses from around the globe.

How cute ;-))

@Punter1234 - not by buying into explorers before the Orphan Period probably - painful lesson that one I can assure you - but you'll learn kid :-))

Let's not forget longer term benefits not associated to short term SP action from ASX100/GDX inclusion... it's not just about where the SP ends up a week or two after inclusion as SP moves can go up or down acutely in such times as we have at present for all kinds of reasons.

For example, becoming a top 100 ASX stock and a constituent in one of the world's largest goldie ETF's increases visibility on a global level through analysis coverage, prestige and the organisations reputation is strengthened which can give advantages such as wider debt access with lower costs through better credit ratings etc. and make GGP more and more an insto stock, a serious player with global recognition over time.

@Punter1234 - you seem as popular on OMI as you are here buddy.

You don't seem to 'get it' - GGP has already done the 'multibagging' thing when retail see insane returns from a high risk/high gain play that actually works out, more than a few of the LTH here are sat on considerable profits if not sliced or exited.

Many of the better informed new investors coming here are doing so for still very decent growth but with a company that has revenue stream and plenty of organic growth built in with the funding capability through abundant FCF and a corporate debt facility with tier 1 banks to fund it. I'm loosely expecting a minimum growth of my money parked here in real terms (taking into account potential fiat devaluation) of 2-3 times over the next few years should I choose to hold (my position is always agile and fluid in such uncertain times) at a considerably REDUCED risk profile from before the acquisition.

Get it? Less potential multiples of growth than OMI if both companies deliver - but at a vastly reduced risk profile.

IMO GGP is medium risk/medium growth now in a company I am obviously very familiar with unlike yourself with OMI, and a mining company to me is always at least medium risk due to the nature and volatility of the sector. OMI may well return a 10 bagger from where you are eventually- but it's very much still in high risk/high gain junior explorer territory - you can not compare these two companies like for like as the possibility of losing it all also holds tru for any high risk/high gain position. Can't have it both ways.

Of course I'm assuming you can actually interpret drill results, MRE's, financial reports and other useful areas for investing in mining stocks - seems doubtful somehow reading your posting history as all you do is argue childishly on these forums. Go and read my post on OMI again, stop stressing out about 'true value' assumed by LSE posters whether positive or negative. If a company and assets deliver, you have ethical and skilled management teams and sentiment is behind the company and the market sector - nowt to worry about.

Has somebody lost a little child by the name of Punter1234 as he seems to have got himself lost on the GGP board :-))

Too much is made of what valuations Retail chat board posters think junior exploration projects are worth, simply - the price of your shares at any time is what 'the market' thinks - it cares not for when you might need or want to sell or buy. Brokers covering stocks are often at varying opinions too for all kinds of reasons aren't they... amongst the so called industry experts, so I doubt any LSE poster is going to be accurate by anything but accident :-)

E1 seems to have upset some here with his opinions so just filter him if unable or unwilling to debate his opinions than bother those on other boards he frequents or you'll end up with others returning the favour. No one wants a silly 'turf war' I'm sure upsetting posters on both boards?

One company has moved through to becoming a producer and increasingly less of a retail stock by the day as LTH seem to be selling or slicing allowing the insto's as usual to gobble up shares and enjoy further growth in future as is the usual way of things once a company 'makes it'. I think we can all agree OMI has it's own journey to take still, one still to be shaped as it proves up its projects and hopefully builds it's own platform to prosper from.

As for what OMI is 'worth' or GGP, go and familiarise yourselves on various valuation methodologies and you'll see the vast range of 'value' that can be applied to assets that are in production - never mind exploration projects still being drilled out. A SP is made up of many different factors both company specific or otherwise than any perceived 'true value' - sentiment about the company and the wider market is what a SP indicates at any time.

Sure it can be manipulated such as by shorting or other devious tricks available to the big boys but ultimately a good and honest management team will usually ensure shareholders are looked after. So, as long as you feel the assets will prove to be of commercial value and the management are trustworthy, then you'll be fine and any arguing on these boards is a waste of time.

I'm so nice Ace that I'm going to pop over onto OMI and help Punter out :-))

Poor lad is like an innocent little lamb bleating away in fear, while peeing his fleece lined thermal pants while the wolves gather - and now we understand that he struggles to 'reed and rite' :-(

I feel it my civic duty to help a fellow LSE citizen out - see you over on OMI soon Punter - I've got your back buddy!

Punter - I've asked you to explain your 'theory' and pointed you to a library of content and analysis in a usable and categorised format to answer all the questions you might ever have.

You're now asking very simplistic questions you could easily answer by looking at the latest financials and quarterly reporting but I'll help direct you to the info :-)

https://www.lse.co.uk/rns/GGP/half-year-financial-results-xj838gn1hiqun93.html

https://www.lse.co.uk/rns/GGP/december-quarter-2025-activities-report-xoi1gwcvhi6zuyj.html

How are you able to articulate an opinion on GGP being unworthy of your investment when you can't answer your own basic questions?

It's in a high growth stage since a certain very transformational deal you might have heard mention of (?) having become a producer and shedding retail steadily as it increases insto holdings as many LTH are enjoying their rewards if not of a mind to hold. It's moved on from the kiddy table mate - nothing posted here means anything any more hence the quieter teh chat groups have got.

Sure - you might see a multi bagger from where you are with OMI (with high explorer risks0 but many LTH have already experienced that and more here and moved onto their reward stage while intso's move in increasingly to replace them. If you want official estimates and not E1's - why not read the extensive broker reports shared in posts here and contact their anaysts if you disagree , I'm sure they'll be interested in your views:-))

Punter - explain your theory again???

A very basic approach with 'I think GGP is due a downturn' - based on what... TA, commercial analysis of business, industry sector analysis, the technical details in the producing and near term production assets?

Here's a website many of us who can actually research and perform DD have populated with content you can go and educate yourself on.

It contains much content around all of the areas above all nicely categorised for you.

https://www.ggpchat.co.uk/

RC Drilling to Expand High-Grade Elizabeth Hill Silver System

https://hotcopper.com.au/threads/ann-drilling-to-expand-high-grade-elizabeth-hill-silver-system.9047833/?source=email

He probably has a lot of money invested here Pinguser TBF to him - you put serious money into active investments of this nature - you need to treat it like a second job and do your DD constantly - especially with AIM stocks as you might need to pull them immediately sometimes.

Good even great assets or services mean nothing in growth companies with no meaningful revenue, or even with extensive revenue - it can all go pear-shaped veeeery quickly. Nearly happened on GGP without the most researched of us realising how financially weak the company had got when Shaun Day had replaced Gervais Heddle - or the 5% option exercise going against them would have been fatal. On the other hand not one of us worked out how much potential Telfer still had, despite plenty of old but publicly availble info!

I've yet to see any combined PI research as strong as what GGP had on any AIM investment and an element of luck was certainly required there despite this. A tech company I had massively bagged on, going from strength to strength collapsed in no time due to dodgy major shareholders... you never know.

You can either spread smaller amounts on 100 different AIM companies and get some minor meaningless wins - or do the hard work and take a more risky and less diverse approach and try for the big 6/7 figure wins - very rare but they do happen - but it takes a lot of work for those taking DD and research seriously - some are just lucky gamblers full stop of course.

But for me, I don't consider anyone well researched just because they tell me - I like to see the proof in their posting history. Hard work usually pays off - but it takes sacrifice and usually of your private time with loved ones like most endeavours if younger. Good for him as he'll experience more success than your usual AIM punter if he hasn't already that is :-))

Hi Red, wishing you the best with your health mate and you've certainly played your part in the community over the years as a steadfast and always very classy human being ;-))

1hr 5 mins in on GGP from Charles Archer

https://youtu.be/p2rnOmUm-KY?t=3922

Https://archive.ph/20260301104134/https://www.theaustralian.com.au/business/mining-energy/andrew-forrestbacked-greatland-eyes-gold-expansion-and-sale-of-minerals-project/news-story/797bd62f1b055b95a08aabb3f3e1fc91