Member Info for HaveTelfer

Sorry no offence meant. I was trying to be funny.

You were 100% correct with your first comment.

Bring on the FID, price of gold increase and the new Havieron investment case update

Max19 the deramper 😎😜😂

Suffering from weak hands here…… not

It was 4.8p a few moons ago when SD played a blinder…..

Orange boy will need to solve in the near future, well before the mid term elections. After that debt and interest will reduce rates, leading to increased gold prices

Middle East will calm down or it’s WW III, so I’d suggest option 1 more likely 🤞

Traders may panic, well researched LTH will yawn and say oh well just another 6 months to wait.

Bring on EPA approval

Reserve update

Havieron and Telfer joint AISC

Patience will be virtuous

The Q4 combined mining plan should be very interesting. The AISC for both Telfer and Havieron should reduce significantly with the next update.

As he said

“No need to mind the gap”

We’re gonna need a bigger …..

It’s very interesting that the Aussie super funds aren’t on the list yet. More buying pressure at some stage, especially if the dividend discussion comes to fruition

Hi Holt

Greeting from Portimão, used to live in Lagos for 3 years, but it’s too windy for me.

I’ve meet and been to listen to Bamps before so I don’t need to guess. The information before the meeting was the focus would be narrow, which just proves how much info is out there for “experts” to interpret.

All the best to all believers

Let me guess the presentation.

In the West dome open pit

There’s a lot of tonnes to come

There’s a potential increase in the grade per tonne

Not included tonight, but …..

The main dome will provide an increase

The main dome underground will provide an increase

The west dome underground will provide an increase

Oh and then there’s the satellites

Bamps is a legend, who gives his time and insights freely

Greeting from Portugal

Perhaps Monday will be a wake up call for the US paper banks. Chinese hard assets may buy the dip and leave them well and truly fecked.

Would love 1 of the big US banks to fail. It’ll start to correct the financial system

Or perhaps deal of the century 2 and buys Winu for $1…..

Buildyourdreams 😂😂😎😂😎

No we’re producing real bananas

So if the short is causing the rise. I’ve a very simple question. Answers on a postcard….

What happens when GDX want to buy in?

The exit price is either £1.44 or £13.65 in old money ( so £28.80 or £273) depending on whose advice you were listening to 5 or 6 years ago....

Who can say that either number is not achievable with the orangeman's pumping of the gold price.

Bring on those open pit and WDU drill results. In the words of Delia Smith let's be havin you.

This is a good thing for the share price, but …….

I think the impact in March of GDX could leave this looking like a small mole hill, with their Alpine or Everest size impact in 1 day. 🤞🤞🤞

What’s SD’s next move?

A set of drill results early next week?

Does he publish WDD separately for other drill results to emphasise this size of the prize?

So production in FY27 is only 270k oz per Argonaut’s broker note. FY28 is also a bit shabby.

Once they include the 2 underground feeds into the mill I wonder what effect that could have on these numbers 🧐🧐🧐

Roll on a few more months, let’s just get there BEFORE GDX need to load up.

Nice. And still 14k oz of production not sold, so that’s straight to the bank balance with no cost as that’s already come out of the bank account. So it’s a nice $1bn in the bank.

I’ll take the breadcrumbs left by SD that the ESC was passed to production.

Scott

You’re 100% correct in your Rio observation.

I would counsel however that Rotherby already knew this as he’s one of the good guys. He’s GGP through n through, which if you understood this share you’d already know.

Yes read his AI research, accept the mistakes of AI and take the learnings.

Tomorrow is another day, Orangeman will have an impact on the gold price as Venezuela is not as he foretold or spoke from his golfing retreat.

Wait for the drill results and production RNS’s this month.

Stay balanced and either sell, buy or hold whichever you think is right for you.

Thank you Dipsard for making the first few chapters of the story.

Looking forward to your future roll in replacing Jilly Cooper with more amazing and interesting stories of Sherry’s future life

Plus the upside from WDU. They’re modelling 1m when GGP could get up to 6m out, so there is potential room from upside on both grade and volume.

Hopefully we hear more on that from the TH