Member Info for elcobbledore

Ps for anyone who wants a chart here we go

https://www.gold.co.uk/gold-price/gold-price-history/

Interesting what happened in early 2000-2015 gold price £200.

C 5 x 2012 to around £1100.

Then pulled back to £750 ish 2014.

Then a substantial rise to today.

Not to say this will pullback will happen as I no expert, just pointing out a pattern. Probably lots of macro economic factors involved….would love to know other thoughts ie do we think there will be a pullback then another massive rise?

Great analysis thanks. Do you think it may well pullback sharply at same point, and when? That could be chunky top up time.. the impossible question I know..

The issue is their valuation. Was $15 Bn but $3 Bn investor never materialised. Hard to put a value on Napster tbh!

5x from here is £35, that would be unreal. I’m not expecting that but would be pleasantly surprised. It’s clear you do know your onions though element, I’ll give you that. I’m happy holding Ggp for a few years. It will be a ride and there will be bumps in the road for sure but with gold over $4k Ggp is a money making machine, and I’m only selling when I think gold will drop significantly. Simple maths really, profits are eye watering above $5k. So my view is why sell when we know what the AISC and profit levels are with a growing resource. But I like others have been burnt with stocks before, so understand the need to top slice etc…but I’m a long term investor and looking at a 3-5 year picture here and it’s looking pretty damn rosy!

But I do think if they do ship 15k now and another 10-15k in Feb/Mar the wording should have been instead of a second shipment, to say they plan to send another 20-30k

Yep agreed good points there George. Ultimately it’s clear there is a schedule in place to allow consistent flow of spod for Hainan. Just getting a bit sick of people spreading misinformation to investors. It’s all there in the RNS and looking very positive. I do agree that goldfields will be sold and we move onto the next target. Those goldfields will be worth rather a lot of money now that gold is c $5k..

Actually I’ve mis read that, 65k tonnes of ore which will need to go through DMS to produce spod. If the plant is shut down we would have to know of issues and problems. It’s clear there is a schedule so Hainan get spod every couple of months consistently.

It’s all clear in the RNS I really wish people can read. Basically 65k stockpile. 20-30k to be sent q1 2026. First shipment 15k as we know from news. Another shipment i would imagine similar volume either Feb or March. Stop making things up. They will be on a schedule with x tonnes being sent every couple of months to make 125k per year.

Mining continues at the Ngoualana open pit mine with pegmatite ore currently being blasted and mined from the middle level of the pit.

· Pegmatite ore is being hauled to the ROM stockpile with current stockpile levels of approximately 65,000 tonnes. The current mining plan provides for continued building of the stockpile with the aim of ensuring uninterrupted supply to the DMS processing plant throughout 2026.

· De-watering of the pit is continuing, and it is expected that access to the base of the pit for blasting and mining of the main pegmatite ores will soon be available. This is not impacting on mine access as pit de-watering is an ongoing standard operation required for mining activity.

· Transport of spodumene concentrate to the port of San Pedro is continuing and a second shipment of spodumene concentrate to China of 20,000-30,000 tonnes is planned for the first quarter of 2026.

The whole unknown thing does annoy me, wish the system could reports buys as buys and sells as sells! There is definitely a decent bit of consolidation at the moment around 0.5 ready for the next leg up with a positive RNS.

They could afford to buy Napster then! I still think it will get bought out by a bigger fish at some point albeit the valuation of $15 Bn does seem a bit ambitious with their revenues.

Yeah who knows if news is near, but it’s about blooming time as realisations must be close. I’ll be cheesed off if no news on realisations by end March as that would be 12 months with nothing.

Hi talkinto I think the RNS 20/02/25 is prob the best one to look at where it details all of the stuff hope that makes sense…will try to answer other qus as best I can!

Ps last realisation March 2025! Some must be coming soon…and when they do it will move quickly up. Last realisation was £2.6m in cash which is almost current market cap!!

The directors do have holdings as a result of share options, check the RNSs. Next tranche 2.5p so it’s in their interest to get it moving up. If I was them when the next realisation comes, do a share buy back and get to 2.5p so they get more shares.

I don’t but all trades are shown here as for some reason only 2 showing here

https://www.londonstockexchange.com/stock/MFAI/mindflair-plc/company-page

I love being a Ggp shareholder, and really is the jewel in the crown on AIM. Most aim companies are lifestyle companies where the bod don’t care. This is the opposite, Shaun cares for the shareholders…a rare gem I say!

Anyone toying with a chunky top up after those results? Would massively increase my average but those results are epic…

Roarrrrrrr

Hi guys I came across the below. Proper deep dive into SVV. Watched 29 mins in for a few mins. Mentions cameramatics (the one I’m excited for), everyangle, zenos and Napster. I think he’s alluding to news on cameramatics will land shortly. News re Napster must have been the workstation I think which looks cool.

https://m.youtube.com/watch?v=6Rl9fPEMeAc&pp=ygUSTWluZGZsYWlyIG9jdCAyMDI1

Everyone relax, you can’t expect a rise every single day! We’re up 100 per cent in 6 months which is mind blowing. I think any dip will be bought into as well as the latest results are unreal!