Member Info for HaveTelfer

That’s mean binning Bamps 🤣🤣🤣

Nah surely that’s too late. He’ll need to do an Ozzie analyst meeting post RNS.

Think next week is nailed on now 🤞🤞🤞🤞

Hydro’s gone all conservative on us.

Only a 20 year mine life…..

Next you’ll be saying ONLY 20m oz’s…… 😎

Thank you for all your efforts in organising the meet. The venue was well located and whilst cosy, it was still perfect for the number of people.

Carvery gets top marks and the after dinner speech was perfect.

Cheers

If the TH is moved we’ll need a new pub 🥲

Everyone knows that £28.80 is where all the LTH would sell. That’s folk law

Hi Scott,

Sorry if I didn’t make the point clearly on the release.

You’re correct in that ASX had circa 15% of the shares on the listing. I was trying to say if ASX wants say 50% or even more that only happens once the transfer process happens through the clearance process.

It’s not just an ASX issue. In the bigger picture the Kangeroo clan can only buy shares which are available after being released from AIM. Folks in blighty are still happy to sell at 20, 21 and 22p. That’s understandable for people who invested at high teens and upwards as they recovered their underwater positions down to 4.8p to now being positive , so take a small positive saying thank god for that then bailout.

Until it gets to the stubborn LTH who understand the value proposition having done their research many years ago there will always be a small pool of shares available until the early 30’s.

Once they start wanting a material number shares…..

Patience is a virtue, or as Warren Buffet says…..

Easy answer

When people stop selling at these low discounted rates.

To quote Paddy from 5 years ago …….. (if you’re a true LTH you don’t need the quote)

PE Equity (benchmark gold miners) ASX 2025

Evolution 18.5x

Ramelius 13.3x

Genesis 19.5x

Capricorn 21x

Regis 12.5x

Average PE for 5 Benchmark Australian Producers 16.96

Greatland Resources 7.2

236% of current GGP PE

Just saying....... 236% x £4 = £9.42

🔥⚒️🤯📡👏😂

Agreed on the re rate, but this awaits 2 things for certainty, before that’s it requires belief.

DFS / DTM @ Havieron with circa 10m oz 15 year life (yes there’s more than that)

Telfer LOM published with the MRE and say 5-10 years of mine life.

That then creates ability for investment companies to say earnings x price earnings ratio = bingo

SD has already laid out the play book

A question for the mining experts out there.

If train 2 at Telfer is used for Havieron processing, what the downtime/cost of switching it back n forth with processing Telfer ore?

Thank you in advance for any feedback

OMG

Greatland stole Andy’s photo 😎😎😎

Just a little more sitting on hands. It’s coming home.

If folks are coming from Portugal to listen to Bamps, then from Maidstone or Lands End is nothing.

You’ll probably even get a Scrumpy in Bristol to be able to understand the presentation.

Bottom line is hold those golden tickets, our time is coming. Paddy will turn out to be correct, ok his timeframe is probably exceeded. Mickey will be provided right by a factor of 10 or so.

Try £28.80…… @ MM mates rates I’ll make that £28.50 too you

They can have my tickets @ £1.44 in new money

Don’t get speedie excited, he’ll get very aroused

Dubs

I think you’re being too optimistic as it’s closer to 200 in my view. I suggest you do the same as me and sell up on the bell on Monday A.M.

Best blatant FUD I’ve seen in a while

Surely if something moves into the ASX 100, something moves out and that will take part of the release from NST. Overall probably no real effect for GGP in terms of ASX 200 inclusion

PMSL