Member Info for GGPThruandtru

Yeah. Think that £1 comment has left the station with the 20/1 consolidation. We’re looking at opening way over A$4.00 when we list in June…and as others have mentioned, I can’t imagine the news on Monday will be anything but stellar (and over-delivered)…I mean who would pre-empt the quarterlies RNS, with an RNS stating when it’s being released if it’s bad?!? That would just be crazy…

We just went too high, too fast again today and got the day traders interested. Much better if we fly under the “high risers” radar every day. Let them play elsewhere.

“70% institution holdings already”

Didn’t know we were up to that amount already…now that’s a good sign 👍

Hmm…yeah, not sure I agree with that sentiment Speedy…Northern Star started paying Divis in 2015 @ 0.035c per share and in 2025 that’s gone up to 0.40c…and during that ten year period the share price went from $3 to $18…both better divis and higher share price! Divis are just another way to gain investors and keep them happy…doesn’t always stunt growth, especially in the mining sector.

I personally think we’re worth more than De Grey as we’re producing and we have the 10moz total. I was just trying to gauge production numbers. That’s surely the best comparison metric. Maybe even profit after production too. Our low costs will help with that especially the Havieron AISC.

Production amounts are probably her best way to compare. A Quick Look in the last ten minutes and I found these numbers. (Per annum unless stated)

Northern Star - approx. 1.7moz - mcap 20bn (AUD)

Evolution - 700koz - mcap 13.7bn (AUD)

Perseus Mining - 500k - 4.39bn (AUD)

Genesis Minerals - 60koz latest quarter only - mcap 4bn (AUD)

Don’t quote me on them as it was a quick google but the discrepancy between Evolution and Perseus is massive. If I had to guess I’d say down to AISC. So in theory we’d be somewhere between them two in the next year or two. Where between is anyone’s guess but the potential of the ASX listing is like going to sleep as a kid the night before Santa arrives…

O'Callaghans sounds very interesting. Might have to change our name again after we start there…

“Greatland Gold, Guns & Ammo”

Leave off Culpepper. The Return on investment relates to everything. Getting only 2% back is not good sense if you have large sums of money invested, in ANY walk of life, when there’s better “guaranteed returns” elsewhere. A simple bond will give you more. But you get no possible upside from that, so as I said, it all depends on the individuals ‘current value’ and risk profile.

In terms of Havieron, I’m gonna go back to something I said a few years ago. If Havieron, and it’s looking likely, is indeed a 20m+ oz mine…then I stand by my belief that it needs its own processing plant! The costs of moving that ore 40km+ for 20-40 years seems stupid to me. It made sense when GGP was a minnow explorer with only 30% ownership and no revenue. Now that GGP could in theory produce 3/4/500.000ozs per year with just Telfer, then I go back to the idea of building Hav it’s own plant. The cost savings of doing this over the timeline it would take to “empty” Hav by trawling it 50km everyday would be decades. What a waste of a 20moz ore body. Telfer is set for the next 10 years minimum, without Hav, so why the hell not go all out attack and use those Telfer proceeds to build another ‘streamlined to suit’ processing plant at Havieron?!? Permits/license/timing etc will all be similar due to haulage road etc to Telfer anyway. It just needs a simple road to link the staff infrastructure from Telfer to Havieron, so the workers get there and back. Build a perfect plant to process Hav ore right there, including the bulk mining X years down the line.

Now GGP owns two mines, running hell for leather producing anything between 400koz-1moz per annum!!!

Food for thought…?

Haha, this is where your middle of the road posting falls down Culpepper. As much as you like bombarding us with random grey comments, this one misses the mark.

The idea is fine, you invest early, so your return with dividends is higher in terms of the percentage of what you invested, but the percentages remain the same. Say if you have 100k and are getting 2% divis, it’s still 2% of your total. You could find a basic account somewhere with higher percentage return for your 100k, so your theory loses you money. The only upside of having dividends in a company as opposed to the basic 3-5% guaranteed return in other mediums, is that you also get all the potential upside of the company. 2% plus the chance of share price rising. But basic guaranteed return for your money would be better in many other places. Personally, I’ll take the 2% plus possible company growth over say a guaranteed 3-5%. But again, that depends on each persons goals/needs/risk etc

I think it will be quite fun to be fair. I don’t know how they’re going to work it, but the ASX has ‘Trading Halts’ for any RNS that’s considered “highly material to the market” in a good way or bad way (how this is decided I don’t know), but I would have expected Halts for the Telfer update and for the April Quarterly if we were listed by then.

I remember it happening with Artemis a couple of times. Halt on the ASX for 1-3 days, whilst trading continued on AIM. Never saw any massive discrepancies or leaks, but then again, I don’t think they ever put out a really good or really bad RNS to see the fallout of it. Will be interesting either way 😎

Or make sure you get out as soon as he finishes the pump….🤭

Lenigas?!?!?!? 😱🤣🤣🤣🤣 stay away….

Nice pernickety. Didn’t think of that. Antipa scratches our back and we scratch theirs. That could work 👍

So this means we might have to pay Antipa for using their land as a thoroughfare to Telfer from Havieron? Was kinda hoping we’d keep a little percentage and get that transit route for free.

We should get a full quarters information for the months of January - March before we head into the ASX listing quarter of April - June.

I’m hoping SD releases the quarterly before ASX listing, or at least at the same time. I expect the quarterly pretty quickly in April…the ASX stuff is anyone’s guess.

Will be nice to have a full quarters production numbers from a ‘producing Greatland’ for the first time ever 😉

Something’s seems to be finally stirring the sleeping beast…let’s hope he awakes…

Strange no comments after yesterdays RNS. I just want to confirm if it’s how I understand it.

Looks as though they are asking for permission to basically cancel the ‘mandatory takeover offer’ that comes with a 30% shareholding? As in the mentioned ‘concert party’ will have over 30% ownership but don’t want to pursue a takeover? So we agree with this and things carry on as normal with them as just a large shareholder and nothing more?

At least that’s how is sounds to me…

“Fan Drill baby…Fan Drill”

It’s the Hub & Spoke model we need to look at when researching neighbours, it’s not about buying any other company out for the their ground. It’s about finding out how much ore is in the Paterson and how, if possible, that company will get it to Telfer. Extra profit for being the middle man basically 👍

Seems like the board has been infested with ‘Jack bottoms’ - there’s plenty of sayings about “remembering your roots” “don’t forget where you come from” “if you become big, respect your humble beginnings”

When GGP found Havieron, we were nothing. The reason we became big and had the potential to become a producer was BECAUSE OF OUR NEIGHBOURS!!! The research led to finding Telfer and the fact it had no ore and needed Havieron.

Don’t lose sight of your origin guys…our neighbours are our ‘ORIGIN STORY’.

Haha not that important Z. I’m sure they got better stuff to do than explain processes to people like me. By the sounds of this board over the years, they must receive hundreds of emails a day with questions. I’ll let them get on with it and I’ll find out in due course when it happens. Could be as simple as you guys say, but doesn’t make sense to me when Telfer ore would have been going through the mill for a couple of years anyway.