Member Info for Jerryspaniel

I dont know much about technicals but I would agree that the price has to go through 2300 before it gets to 2500.

Ziggy, is that a joke? If you have to ask, then you dont know what they do.

Never been a big conspiracy theorist. I would place my bet on GH continuing to sell down his holding to what we might regard as a ‘normal large position’ rather than a position that would be not unusual for a director to hold.
But like everyone, it’s just a guess.

Also there there may be a timing issue. The previous update was around mid March but we don’t know the cut off time for drilling info. The recent update was the official quarterly which was to 31st March. So it’s conceivable that the time period was shorter in the most recent update. None of April drilling was reported at the 29 April update.

Tymers, you been trading? You naughty naughty boy!

2021 - I think Havieron will be less than 60m ozs au eq. - Bamps, LSE BB

His involvement is limited to which day of the week the RNSs come out! Cant screw that up surely?

Tymers and TomE could have a fight to the death? I am hoping for a score draw.....

Paul, your conspiracy theory has plumbed a new low. Ridiculous!

T2. If anyone knew they couldnt tell you as that would be inside information. So you will have to put up with opinions, rumours and theories.
If you dont like that, maybe an MSCI world tracker fund?

Morning Tig. Brokers come and go. Rarely make the difference or bring something immediately. We have four, thats madness. Two is plenty. SI seem to be the first to go. Too small.
CG are very well introduced into the NA mining market, somewhat into the Aussie and UK markets. Probably the right appointment at this stage of GGPs development.
Maybe we will see something, not immediately obvious, in the near future. But as its not immediately obvious, I dont know what it is!
As Paddy has said, we should get a note in the next few weeks, cos thats what new house brokers do.

Jambo, I am not sure whether this answers your question but I think ggp will be valued on an asset value rather than income for a while yet. If it’s still around in say 2025, it might be on some kind of p/e.

There is bound to be a hen party on there. Easy tigger.......

Morning tigger. Re first line....Nothing wrong with your memory then?!

Napth, I have heard that they have a 'work around solution' though I dont know what that is. So hopefully a lot faster than the Scally fiasco.

Guys, Bloomberg are reporting that as at 31/3 GH is down to 40m. He has been the seller we have been looking for.

Sees higher inflation. Well speedy I bet that’s surprised you? I think we could have told old Jerome that a year ago! Buy gold!

TmT. I am not sure that NC would be overly pleased to find out that ggp was the consolidator in the Paterson. I think that they would think that is their job.
Unless of course it was an agreed plan and NC was going to take a stake in Ggp???? Ooh er....

I didn’t realise he had that much money. Ex presidents pensions must be better than I thought.

Just catching up with posts from last couple of days. Some thoughts/answers.
To oil monkey about assays. I have heard that they are planning a ‘work around’ to avoid the lab delays, though I don’t know what these might be, but can speculate.
Funding. In the oil biz with which I am familiar, the maxim was explore with equity, develop with debt, and I am sure that’s the same in the mining industry.
My views on a takeout of Hav or ggp, are that if there is any further success with the 65,000m drilling at Hav, it will be impossible to derive a fair price for the asset for quite a while. Similarly if there is any success at pre and/or Scally there will be zero appetite from SD to sell ggp at this stage. And there will not be a hostile bid from NC for ggp. If every single drill turns up nothing this year, which in my view would be extremely unlikely, then the situation might change.
So a bit more patience needed, and for some, a lot more patience needed.