Member Info for Jerryspaniel

My new FY resolution is to filter at least one person per day. Its a lot of fun deciding who is for the chop today.

Well, a bit of fun....

For those of a more serious mind, you might want to have a look at Alistair McCleods comments on gold and the dollar.

Great work MF11. I hope Aegon have to pay a fortune in compensation. Useless organisation in my experience.

I filtered another 60 last week including the chump Vicky. Trouble is I now have to put up with replies to the idiot.

Please use the filter. It just might keep you sane.

Napth and others. I would caution about the date. GGP might choose to release some stuff in mid July but it isnt just a quarters numbers, its the whole financial year with year end being June 30th. So fin results might have to wit till August.

I think IP has had another margin call........

Taverham, I am not sure how many times I have to say this, but not every share on AIM is IHT free and GGP certainly isnt.

Since ydy I have filtered another 25 useless posters which takes me well over 100. I reckon there will be another 50 by the end of the week.

Taverham, you are not one of them, yet.

Rhodium, GGP never did qualify for BPR.

Grezzz, I think you need to take some financial advice re AIM and IHT. I am 99.9999% certain that GGP doesnt qualify, and I have taken advice as well as done my own research.

Actually what Shaun said was that he couldnt ask his team to do another exchange switch just after this significant body of work had been completed to get on ASX and reorganise. But he did agree that if London continues to be where the liquidity is in a year or so, he would consider moving to the main market.

Borelli confused him with some poor tax advice re AIM and Shaun hadnt appreciated that we still pay stamp in the UK.

So I dont think its imminent.

PWC is better than PKF.

Hope this isnt sign of things to come.

Ducky, HL have diddled me out of one share too. So I have told them to give it back.

Yours, Mr Pedant!

Tom/next is a phrase from the forex markets, not the metals markets.

This week Hannam updated their nav’s for some of the miners they cover based on higher gold and silver prices. The average increase was 42%. For 2026 they are using 3000 and for 2027 2800 for their gold price assumptions. While this may seem low to some people it should be noted that all major miners and analysts use conservative commodity price assumptions to remain consistent over the long term.

An increase in target prices will probably follow.

I am pretty sure that BHP are delighted at coming second in the bid for Noront. It’s surely a disaster for Wyloo.

Noront was clearly a one off deal, created by a unique situation. I don’t think it should be trotted out to justify each and every outlandish deal scenario.

Is there a well respected international research team that uses spot prices in any calculation?

Is there a well respected international mining company that uses spot prices in any calculation?

Grezz, they will affect the metals prices certainly. But they won’t be bidding for Ggp.

Fewer….

Newmont are effectively out of their investment in Ggp. They won’t be investing anything in Havieron. Their interest is entirely in their ten tier one mines. Given their actions of the last year, IMO I can’t see why they would want to be involved in Solgold.

Ggp will be a lot more complicated investment after the last few weeks news. Some of the more inexperienced investors will have to make the choice between just taking the macro view that owning a gold miner in the best territory, with low cost production in a rising gold price environment is all that they need to know, or getting their knowledge up to a much higher level. This will involve understanding the flows from Aussie supers, passive trackers, active specialist and generalist funds, Aussie retail, and UK retail. Plus the changes with GDX and GDXJ and what that means for flows. Then add in currency, metal prices, oil prices, drill success, production and processing, mining and metallurgy challenges, current and future expansion plans, free cash flows, hedging, potential deals and probably a load of unknown unknowns. To me it’s massively exciting, but I can see why it might make some peoples head explode.

This board may help with some of these questions but not all.