Member Info for GGPThruandtru

VW Beach 😎

Last nights news was really nothing new…we’d been give the important production numbers a while back and have risen accordingly after a stellar result. Last night just told us we stayed between the estimates, so kind of uneventful to the market really.

You can sense it wants to go higher…keeps sticking for some reason…just need the next catalyst to break the trend 💪

Do not be buying Alba for the Gold in Wales. That’s been a non-event for the past 5/6/7 years…Alba has a percentage stake in Groc which could be end up being its saviour…or the new license in Greenland too (still don’t know why we divested the Grok area if we were going to apply for another Greenland license but go figure 🤷‍♂️)

The Gold in Wales is a pipe dream.

Good to see us holding above 0.5 for a change…Group Eleven’s 17% drop yesterday was a bit strange though.

Element…I like your production numbers (not to keen on the £83 SP though - try and hold back the crazy numbers yeah 🙄😂), but in terms of the 450koz Telfer production number, wasn’t that with two trains running Telfer ore?

Is this number possible with one train only running that Telfer Ore coz the other one will be running Havieron Ore?

Haha if we read it again, it’s not actually a dig at Shaun or the packages he’s earned.

I think Zoros just got a bit carried away and made the question at the end…sound like a threat! 🤣

Shaun deserves all the packages he gets and I think Zoros appreciates that.

The gold coins that we did sell were actually at a massive premium to the actual gold price (probably even by today’s live price). That was never the issue. We know ‘Welsh Gold’ always sells at a massive premium. Problem was it took like ten years to get those three coins out 😂

I was needing 1000% too, till the last week or so. Now it’s only 800% 💪 C’mon George, get the finger out and stop booking those Holidays to Greece!!

Only another 800% to go and Clogau Fracking Gold can be a distant memory 💪😂

Surely, if ALL the walls of Fort Knox have mirrors, then the count could be endless…

II also have the cheaper package of £5.99pm if under 100k investments or £14.99pm if over 100k.

Be careful with the free ISA providers as they make their money on the spread and are nearly always more expensive to buy and cheaper to sell than the larger brokers. That’s how they make their money. Like others have said, the changes seem to be happening with all brokers, so it’s more than likely a result of some new government tax on them. If you buy and sell quite often, you’ll be saving money, but if you don’t, you might lose out a little. But be wary of the free ISA providers.

100% spot on Doc! People need to be aware of posters like 400 now…he/she has shown their colours and everything they post should be discarded. When someone bashes a stock like that for ages and then does a rapid 180…keep an eye on them in future.

I think it was a little more complicated than that. Without them we couldn’t have cheese grated Havieron or started the decline, which is where our SP increase came from. The issues came later as I think Newcrest knew that Newmont were coming. The talks of that merger would have started years before it actually took place. I think if that merger had never been the cards, we would have slowly progressed to production with Newcrest.

There were so many factors that came into play and still do with GGP, that you’d have been called crazy even writing a fiction book on it. No one would believe you.

I agree the big boys generally tend to wanna screw the up and comers, but if the contract is watertight, I feel good relationships can form. As I’ve said before, regardless of how much metal OMI find, jurisdiction is the biggest factor. I’m here till that first (which should be pretty quick) production, then I’m out. I feel once production is started, then a lot of the negative factors might start to come into play. Time will tell.

Surprised at that comment Jerry…without a JV for us at GGP we would have been bought out cheaply or gone broke trying to build a standalone mine. As long as the terms protect the smaller partner, then it’s a good thing. Plus it opens the door for a quick buy out if the board don’t fancy going mining.

I meant forgotten in terms of the massive metal bull run we are currently in. We could be at the start or the middle of this crazy bull run, but it could also end abruptly at some point. If we make hay while the bull run is on, it would leave us in a very very strong position going forwards. We have to take advantage of the markets at the minute.

Ah…the beauty of AI. Now google “Nuggety” and “outliers” and you’ll find that this is only done later on in a drill campaign, to confirm certain things. It’s not done on a first or second pass. And usually the retesting will come after people have queried the results due to them being seen as ‘dodgy’ as it says.

Nuggety results are actually very good to learn about and calculate. If you like the metals market and especially Gold, then learning about ‘nuggety’ results will assist you in picking out the genuine results from the smeared results.

What a load of Hogwash Watford. Doesn’t work that way. Show your sources if you say that you’ve done the research. It’s just as easy to release the assays and then say, “we’re getting them rechecked due to the high results.”

After GGP drilling assays yesterday from Telfer, that capacity is pretty much gone…at this rate GGP won’t even have room for Havieron Ore at Telfer.

Doesn’t mean WSBN won’t jump on good assays, but we still need those assays 🙄 Time is not on WSBN side though…multiple other companies have sent off drills and received assays all in between the time it has taken here. Not a good look.

Great info as always Shipwreck.

The only issue Cobra has ever had is the pace of all these works. Comparatively to other companies, we are very very slow. I’ve lost count on how many years this Rare Earth project has been going. It tends to put people off. I think that’s the only disadvantage of being ‘main market’ (the limit on capital raises). It’s detrimental to the pace of a project, regardless of how good it is. On the flip side of that is the lack of dilution.

The potential here just keeps improving, but it needs to start showing real progress this year otherwise I can see us being ‘forgotten about’ and just falling by the wayside. Most of the requirements are done…now we really need to start seeing numbers and that all important “pathway to production” and “free cash flow”.

If and when it moves though, I can see it being very very rapid. We need those catalysts. Even a semi decent hit at Blue Rose could double us pretty quick, but that’s currently still pot luck. We need the Rare Earth numbers.

Haha let’s temper expectations on the SP. All this still needs to be collated and proven up to get the production numbers. Until it’s “officially out there”, it still probably won’t be digested by most.

As Element keeps saying, as a collective on this board for a while now, we have been ahead of the ‘curve’ 😉

Even better , it’s all about longevity though. Can we do 300-400koz for the next 10-15 years?

If so, then Havieron is perfect for it’s own plant. There is no need to bring it to Telfer anymore…! Shaun has so many options at his disposal…I bet he’s loving it! If Telfer can guarantee those numbers, the possibilities would be endless