Member Info for Jambo813

The common thread from the political commentators is Russia is leaning to China, so if we have interest from there I cannot see any problem for EUA unless Putin starts to grab / freeze all Western Companies Russian/assets.

84m sold and 127m bought. Regardless of a few miss reported trades either way still about net 40m buys.Could they have been the carry positions of the MMs or have they gone short Expect them to take the SP down so they can start fishing for profit if short or to replenish positions on the cheap before hiking sp again.

Ok, got that so is the average oz per ton looking to be around 0.75 as I think read that some months back to be the consensus on here?

Finally decided to stick the EUA shares in the bottom drawer in the file titled Bored-Do not open until 2023
GLA

Nope lost the image half way through. If you get time this weekend Bamps I will finance the bucket and spade if you could kindly find your nearest beach and recreate this to scale. (1:1) LOL

Agree with all you say but no need to educate the BOD.
God help us if they had not included this all in their prep.

I think the few mentions SD made of 5 years is a clue to how far ahead they are looking to give a ball park figure of resource expectations and therefor apply to the fair value,

Always possible and a Special Div for GGP shareholders

Am I correct in thinking that the first mention of EUA2 in the RNS was AFTER posts on this board coined the term EUA2
If that is correct then it is not beyond possibility the much quoted STRATEGY could just be to create a spin off ie we end up holding shares in 2 companies EUA1 and EUA2 .
If that happened today what would be the argument that the combined sp value between the 2 would be no more than todays SP

Assuming evaluation is in favour of NCM of course.

NCM put in a low ball offer compared to ours and goes to arbitration.
I take it the outcome is communicated and sentiment here is that it ( rightly or wrongly) is indeed low ball.
NCM have 30 days to exercise if not already done immediately.
Could happen!

“ Following agreement or determination of the fair market value option exercise price, Newcrest has 30 business days to exercise its option to acquire the additional 5% interest”
If this does go to arbitration they can lapse after 30 days if they reckon they are paying too much but No mention if ggp can back out post arbitration

GAZZA
As an opening bid it is probably what you can expect if they were looking to eventually go as high as 250m
That is what any pm is worth in the ground IMO

Is there any sites which give historic daily gross buys and gross sells.?
There used to be one I visited but they now only show volumes

My guess is our remaining 25% ( of a lot ) may push NCM into a bid if they have ever been considering a buy out.
We all seem to agree we are way undervalued so must be a no brainer for any potential bidder

Incoming

Has set the bar and tone for the next one and all the others after that. What a year to look forward to.

Look, GGP is no longer a typical AIM punt. The vast majority on here and any other AIM stock would be in fir the quick buck or to trade the highs & lows.
GGP is now an investment which can play out in multiple ways with HAVERION alongside any new discoveries.
Simple strategy should be , hang on to your shares, enjoy the ride as it all plays out.

Would be extremely dissatisfied at any buy out in the near future.
I am sure the board would push back until at least we have completed the 2022 drilling campaign and bring so close to NCM if they(NCM) have had any informal talks to sound GGP out ( would not be surprised) then GGP would I hope politely said come back later- - otherwise we will put our 25% up to the highest bidder.
Don’t think NCM would fancy RIO even as a junior partner getting close insight to them.

Any savvy shorter will have a hedge long CFD or equivalent at a cost that is a fraction of the short capital. If there trades in anyway do impact the sp they have been closing and reopening both ends when it suits on multiple occasions.