Member Info for Hopefullygold

Newsafe Coach - Telfer

Job no: RR10006756

Work type: Permanent - Full Time

Location: Telfer Operation

https://au.jora.com/job/Coach-25ac1b46f2e7b2dbc6500807ece81f90?alert_id=email-alert-daily-40393225-20230929&qd=eyJxIjoiVGVsZmVyIiwibCI6IiIsImxpZCI6bnVsbH0&sp=alert&sponsored=false&sr=1&alid=6dVt8u5Pfx8MVDXK77aB&hu=1&recommended_only=false&utm_campaign=job_alerts&utm_medium=email&utm_source=jobseeker_emails

Have experience working on maintenance teams including scheduled shutdowns.

https://au.jora.com/job/Scaffolder-9c445a00e4de1bd351e0fde3ea0075a4?alert_id=email-alert-daily-40393225-20230929&qd=eyJxIjoiVGVsZmVyIiwibCI6IiIsImxpZCI6bnVsbH0&sp=alert&sponsored=false&sr=3&alid=6dVt8u5Pfx8MVDXK77aB&hu=1&recommended_only=false&utm_campaign=job_alerts&utm_medium=email&utm_source=jobseeker_emails

Telfer

You can draw your own conclusions from the posts from the primate on here but before you decide to buy or sell GGP shares take a moment to look at this Newmont slide posted by Chris K on (X) formerly twitter

https://twitter.com/blz8u8/status/1704218964862042563?s=46&t=69TXu4NNwwif-M9q6Zgw6Q

It amazes me how someone can read a speculative article in a red top or web release and deduce facts from someone’s opinion.

Such is the drivel on here I suspect some of the posters read horoscopes, have palm readings and tea leaves etc. T :-)

https://www.afr.com/street-talk/local-investors-wrestle-with-how-much-they-ll-love-newmont-cdis-20230921-p5e6jc

I would guess Shaun Day wouldn’t subscribe to some of the views (drivel) expressed here and is focused on the future. Some are clearly reading horoscopes T :-)

https://email.s.seek.com.au/uni/ss/c/UurKQmhNt2bG60V6ur09EXlwRPmBwJpNfeMQiLzwCskba6Q9FF6zrsmoHeazBfo5fj1zMp2e_c1OaT8x3EH_VGSH0-zsXVhGN4dd6cbWLbeWI_9HRR_sJUY9WIEpBMZCjE-TJvcdoB2QpMqwuvwEwkR6mL0wkrMN2wwfdpZLJJ92ebgiFfrJTwjAyEKvqS1S/3zx/AYk1GJS9RjixlPI9orXxKQ/h1/HEC3vyOw5WVJy91grGFLyPU0qWAPyB24KaVxxJfHPWQ

Reading the clarity posts - many good points and theories but no one knows.

The one thing that could change all of this, is the price of gold. I’ve been listening to Rick Rule and his like for the best part of four years now waxing lyrical how gold will take off or at least hold its mean against fiat currencies. …….It hasn’t happened yet.

If, and it is a if, the spot price goes north of 2500 up to 3000 US$ the heavy lifting in GGP share price will happen independently of what happens with either Newmont or Wyloo.

So potentially what they could have is a turnkey project with GGP management in place to run it on their behalf but with 70% of the profits

I was unable to attend the TH meeting but have had a few coms with people that did. It prompted me to check whether Newmont are into JV’s. This from their website.

Newmont assets are comprised of established gold and copper operations, value-accretive growth projects and a world-class exploration portfolio spanning five continents.

https://www.newmont.com/operations-and-projects/global-presence/default.aspx

This is their latest video. For those with an attention to detail deficit problem, Greatland gets a mention in the first 5 minutes and Trav is blown away with the PI’s passion for a Australian company. Also Liam’s invitation for a joint collaboration is on the cards.

youtu.be/iPmXWQPYHTY?si…

In reference to Grant Samuel’s Telfer/Havieron combined valuation. Rick Rule states that the purpose of M&A activity is to save money by reducing staff and overhead costs.

New management (whoever that will be) will look at the headcount and efficiency of the operation. Certainly 1500 staff for what was a 22million ton per annum 2 train processing facility will not be needed for Havieron’s 3 million tons per annum.

As the Telfer open pit is exhausted and underground grades dip below 0.5 would they maintain or shut the Telfer side down completely? If they did, the blending with Havieron ore wouldn’t be needed. The AISC for processing Havieron ore alone could be reduced dramatically. McMahon employs hundreds at Telfer surface operations. I believe Ausdrill provide Telfer underground assays for targeting the highest of the now low grade material. All this could be negated.

Otto Richter group mining engineer and Simon Tyrrell chief operating officer (both ex NCM) are well placed to identify savings and implement change.

At the time SD appointed the guys I was scratching my head as to why, when we had no cash flow and NCM already had people that could do this?

Could it be feasible to only use Telfer for its processing capacity and shelve open pit and underground operations?

Possibly the $680 AISC could be reduced further?

Just a thought- I know nothing about mining.

Quite a few inaccuracies there. Said 3.2 Au equivalent when it’s 6.5. Failed to mention athirdvMRE updat coming out December 2023 etc etc. Said GGP were financially strained and no mention made of the $200m support from the Australian Banks

Shaun’s Beaver Creek presentation. It would appear some of you may not of seen it regards some of the questions posted on this BB.

https://loom.ly/3zx6NWg

“We are proud to continue our support of Greatland through this loan facility. Havieron is an outstanding orebody that we are KEEN TO SEEN DEVELOPED TO ITS FULL POTENTIAL and we see tremendous exploration potential in the Paterson range as an emerging mineral belt,” said Wyloo Metals CEO Luca Giacovazzi.

https://m.miningweekly.com/article/greatland-secures-wyloo-funding-defers-asx-listing-2023-09-14

Tom Palmer Newmont CEO speech yesterday

“ further strengthening our position in Australia with the acquisition of Newcrest, creating a company that will set the clear standard for safe, world-class portfolio of top-tier operations – three of which will be here in Australia”

https://www.publicnow.com/view/7DC7C51F95EA9874C6B48CF96BACD05665AF7A41?1693953983#:~:text=We%20are%20very%20excited%20to,of%20which%20will%20be%20here

Newcrest Mining has completed electric vehicle studies for its Cadia and @GreatlandGold #Havieron goldmining operations, and begun a hybrid haul dump loader trial as a potential transition technology.

https://www.ggpchat.co.uk/viewtopic.php?t=778

This is a photograph of one of the evaporation ponds at Havieron taken recently and I can assure you is still being worked today. In difference with some of the negative posters here I believe that IF Newmont were to ditch Havieron then the board have enough knowledge and connections with the major Australian banks, and of course Wyloo to see this through to production. The likes of Shaun Day, Mark Barnaba, Elizabeth Gaines, Jimmy Wilson, Paul Hallam, Luca Giacovazzi and Twiggy Forest all have track records that are second to none. Of course DYOR. Incidentally for those that see people dancing but can’t or don’t want to here the music…..what’s your reasoning for being here?

https://www.ggpchat.co.uk/viewtopic.php?p=4568&hilit=Evaporation#p4568

Could be that Shaun has been shuddering at the FUD frequenting this BB. Certainly some could do with their mouth’s being washed with carbolic soap.

The Havieron Project is the primary target of the Newcrest-operated joint venture with Greatland Gold and forms a key focus of Newcrest’s growth strategy in the Paterson

https://www.newcrest.com/careers/current-opportunities?job=984333

Tremendous to have the #GreatlandGold geological team in the field on the Panorama licence. The tenement is considered by #GreatlandGold to be highly prospective for #gold, #nickel and #cobalt combined with some inspirational scenery

$GGP.L #GGP

https://twitter.com/shaun_day_/status/1697177592720396741?s=46&t=69TXu4NNwwif-M9q6Zgw6Q

@ Toffers I’m not getting into the FUD that you seem to enjoy but I can tell you that I have been buying GGP the last month to average down and all but two transactions were shown as sells here. The most recent was a buy 270000 @ 6.67.

“We think Havieron-Telfer is in a Tier-1 jurisdiction, high quality, good grade ore body. We think Newmont understands and sees the attraction of it,” Greatland MD Shaun Day said on the sidelines of the Diggers and Dealers forum in Kalgoorlie this week.

“Equally if there is opportunity, we hold a last right of refusal.

https://stockhead.com.au/resources/ground-breakers-massive-lithium-upgrade-makes-allkem-a-james-bay-be-newcrest-delivers-penultimate-dividend/?amp