Member Info for Jerryspaniel

Speedy, I will try and make it too. Been a while.

Ace, perhaps some folks will now contact IR instead of making assumptions. Thats what they are for. Its in the name!

Just received confirmation from Newmont IR that Telfer was in the five and Wafi wasnt.

Hope that helps.

A lot of assumptions there.....

I would think that there is one big reason for the delay. Newcrest cant make the decision as they dont expect to be in existence when the mine starts producing and Newmont want to be the company that makes the decision after reviewing the Newcrest work.

It doesnt delay the mine development, nor first ore, not free cash flow though.

Hear hear TomE. Lets get after FredDobbs with lots of reporting....

GGPT, there are trading halts in the UK, just not as often. Then there will be an RNS saying trading in the shares is suspended pending an announcement. Personally, I dont like them.

My guess is that timing a visit to talk about the ASX listing is quite complicated. It appears that the prospectus for the ASX listing is a full prospectus, as if you were doing an initial listing. So it has to include everything and with GGP being a company with lots of material news on a regular basis, each piece of news has to be included in the prospectus.

Shaun cant talk about the listing until the prospectus is published and if he is negotiating any other corporate event or waiting on drill results etc etc, that just delays things. The danger is that as we get closer to August and a potential MRE update, that will need to be in the prospectus too.

I am sure its frustrating for all concerned, but I think we would all prefer lots of imminent news than an inactive company. Patience.

Silverfoil. Uncosted and unfunded.

Nice dream though.

Two pieces of potentially excellent news overnight. A haul shaft could double production to 6m tons, and a big merger of 1 and 4 in GDXJ could mean substantial additional buying by Van Eck. Neither should affect the sp today, but more good news for the pipeline.

You want the sp to rise, but are going to vote against the ASX listing, that is going to allow the Aussie institutions to buy. That’s completely illogical.

So glad I didnt bother. Wish that was the case with my purchases too.

MattyBoy, in my experience Shaun deals with all PI emails in one go, often at weekends. Sometimes not for a few weeks. So dont expect him to be looking at his inbox just waiting for your email.

What drilling has there been Fred? Newcrest said that they had completed surface drilling at last announcement.

I think that there is a lot of misunderstanding about listing on the ASX. Assuming that its a compliance listing which creates no shares, there will only be one place to buy shares and that is on AIM in London. Australia is the 4th biggest pool of capital for investment in the world. Funds looking to buy will be very pro mining as that is one of the main industries in Australia. My understanding is that there will (in time) be 500 million to a billion shares of potential demand for a company like GGP. So who wouldnt want that door opened?

If there is a modest placing, its up to Shaun and his advisors to make sure that goes into sticky hands. If it doesnt then we could have a tiny bit of liquidity develop on the ASX, but if that flipper sells into sticky hands, then that liquidity is gone.

We need institutional support and it wont come from the UK, now its lost its position as the leading market for mine finance.

There is a lot of fear amongst some PIs as evidenced by this board. Buffett says its time to be greedy. I agree.

Yep, it was 4.2 on a fully diluted basis.

I have same information as MH01.

Todays RNS was irrelevant to the sp. It’s at best a few million Aussie, vs Ggp mkt cap of A$735m. It’s material to the suite of assets but immaterial financially.

DG1. Many thanks for the update. Although the Colonel won’t like me bringing this up, GGP have an excellent reputation for engaging with shareholders. This is done in various ways.

1. Town Hall meetings in London, hosted by Donald Leggatt of LSE, when the MD is in town.

2. Q&A webinars again hosted by Donald.

3. Webinars hosted by the team at Sunday Roast.

4. Webinar Q&A hosted by Liam at aim on air

5. Proactive interviews with the team in London or Sydney.

Plus a few other ad hoc chats.

So if Solgold don’t know how to do it, they haven’t been trying too hard!

All the very best to you Archways in your prognosis and treatment. I look forward to meeting you and your good wife again, in 2025, if not before.