Member Info for HaveTelfer

It’s been a pleasure to read the board this morning. All the green coffins are running out of ammo and Bamps providing more insight as usual.

Looking forwards to seeing how this all plays out in chapter 1 of the sequel next week.

Onwards and upwards

LuxP

Cheers Jiffy

You highlighted another poster for the green coffin

Or look at the stars aligning in 2027/28 if you have patience

Havieron up and running, please great grades from new Telfer discoveries. Maybe just maybe 600 or 700 k ounces a year.

Then factor in Speedy’s gold view taken no with a pinch of salt

The math on those numbers are whacky

I think you’ll get away with it. They’ll be no Fudsters in the room

Yes a top draw contribution from Bamps, who I had the pleasure of meeting at the last TH.

His insights are amazing and I believe he’s helped numerous people on here over the years to gain a better understanding of what is here now and might be there in the future 🤞🤞🤞🤞

Back in the day its was Callum’s balls on the presentation “inadvertently” left on the screen while he was being interviewed.

I hope Bamps doesn’t make a similar mistake during his 55 slides 😎

Spot on Hydro

Sandgrounded

Sandgrounded

Hi Soundground

I have run calculations backwards looking at potential profits with a 600-700k oz outputs. As the I’m a dividend kind of guy says, I think 70% pay outs of PAT come 2030 could become a norm unless M&A targets appear.

Trying working that back against @ 4% yield which low on the ASX. Current ASX average yield is 4.5%.

The SP will be 😱🚀🥂

Don’t feed the trolls . Lots of green coffins today

He said 19m of the low grade stockpile will still be there at end of FY27.

No decisions have yet been made on FY28 as it all depends upon the DFS for Hav.

Hi Speedy,

I had the same hopes as you that the 20m capacity may not be enough. With 6 mtpa from Telfer underground, 4mtpa from Hav and the open pits, plus potential satellites to come.

I asked SD the question and his response was along Bamps feedback that it’s already the 3rd largest mill in Australia. He did say as a follow up however that it would be a good problem to have though.

Yeah after consolidation

Green bin

He wasn’t being negative. He expressed a view albeit badly.

My point you need to be more balanced.

Yes it’s a good investment hopefully you’ll make some money in a few months

Said the attention speaking Irish 24A. 30 posts in 5 weeks and probably owns 50 shares.

Give Liam a break… yes he f’d up in the way he communicated , but so do a lot of people at some stage in their lives.

I’m in the same boat as most people on here that I appreciate the TG group and all of Liams hard work, but respect the views of others shared on this board as well.

I think Liam may have burnt his bridges with SD due to his way of communicating the message, but he has raised a valid point which SD will now need to address in some way.

The question will surely be raised at the TH if not before so an answer will be required.

Hmm NEM, Wyloo, Tembo and Firetrail own 40%.

Stupid question posed. These guys ain’t here for pocket change.

Love the FUD though

Or 325k oz from 4 to 4.5 @ Havieron

Happy days.

First time I’ve ever been happy that you were wrong.

Keep up the Sterling work. Your insights help everyone in this community

I’ve been in this camp for quite a while now.

There’s already too many tonnes and that’s before any other discoveries or acquisitions

Feet up and relaxed