Member Info for Jerryspaniel

Spot on Hydro. Who would be daft enough to sell it here? Upside 20p, downside 2p, but the odds arent 10-1 against this development going ahead. Probably 10-1 on.
Great risk/reward.

I voted for NM to remain as I like CGP even less. When there is an EGM, cos there will be one this year, I will be voting for the break up of the company to realise value. I have belatedly come to the conclusion that one shouldnt hold shares in a company where there is a CEO that you cant trust. Mistakenly I thought that the value argument was more persuasive. It isnt. So tata NM and thanks for the past but you arent the future. Roll on a quid.

Wow, not even a presentation. When was the last time anyone attended an AGM without a CEO presentation. If that doesnt stick a nail in the coffin, I am not sure what does.

Bit like Maggie Thatcher in 90s. His position is untenable.

Its appropriately as exciting as the share price and NMs voice.....

We need to learn the lessons of Rio and not have the arrogance to think that our mining knowledge is superior. Surely even blind Quady can see the ridiculous risk this would involve.

Just a quick point on the Aussie/Chinese spat. Its entirely political and will just end up meaning that commodities will be shipped on less economically prudent routes thats all.
So if China takes no commodities from Australia, and lets say its copper, and they take it all from say Ecuador, that just means that the previous buyers of Ecuadorean copper will have to get it from somewhere else, say Australia. No effect on supply and demand and probably means that ships will pass each other going in the opposite direction on longer and less economic routes. Pretty much all copper (and most commodities) is the same. Its all of a standard, deliverable into the LME (or other exchange warehouse). The slight grade differentials between a high grade and a standard grade would probably account for less than 1% of the price.
So the Chinese can say no to Aussie wheat, iron ore, copper, gold, whatever. It wont make much difference at all. The Chinese may pay a bit more, the Aussies may get a bit less and more ships will be transporting goods on sub economic routes that will mean more pollution etc. If you want to take advantage of this perceived trade shift, then buy the Baltic Dry freight index....

Strudel, CB has exercise options and sold some shares but not as many as GH had done. I guess now we know why! He holds more shares than GH and of course he has a major stake in SVE which holds another 80+m.

Everyonesawinner, if I was to guess I would say the opposite.
Holla, I have said that before, but as always the analysis of why is important. I am choosing to trust GH and will certainly give SD the benefit of any doubt as he comes with the approval of GH.
I am not selling.

We have all loved what GH has done for GGP and we all trust GH. He has made our lives so much richer in so many ways.
So I prefer to continue to trust what he says. It takes class to know that you are not the right person to lead the company as it matures. GH has that class. He has given us enough hints over the past year. He is delighted with the choice of SD.
As we now transition into a asset holder (not a miner as in mining staff and operatorship) and a developer/explorer in the Paterson, its right that we have the team suited to the challenges. Its great that SD knows NC and is Perth based. I hope that CB is as excited by the appointment as I am and lets not forget that it was CB who found and secured most of these assets. Their new relationship will still be very important.
I will be fascinated by where GH goes next and it may well answer some peoples questions as to why he has moved on. It wont be MC or Rio, thats just ridiculous. I think GH will know that the chances of replicating GGP are pretty much nil, so I would doubt mining management. Go out on a high.
GH was the right person at the right time and I doubt that ANYONE could have done a better job.
At the moment I would like to get to know SD better and so I would be in favour of a hour long Q&A hosted by one of our brokers.

HG, anyone who knows me will tell you that you couldn’t be further from the truth...
But I do know that when talking strayan, every statement is a question, which is really annoying...

When has Mickey been wrong?....
Not yet.....!

Hmm you might want to look at the recent fraud on expat transfers. Think it involved transferwise.

Hi zoros. I hope that you will agree with me that we don’t need ggp doing anything remotely like that shower over at Solgold. Being a junior partner in each and every discovery is about as close to a miner as I would want to go.

Coin collector. Thanks for your reply. So maybe less than 20 years! But cbdc would mean Bitcoin is toast. Not for me.

The worst scally will be will be low grade. You don’t send sampled cores for assay if you haven’t found anything with xrf/truscan.

Ha speedy we are of one mind here! By the way the negative yielding bonds are trillion not billion.....

Crypto is a question of supply and demand. Bitcoin has limited supply. Crypto has infinite supply. I wouldn’t touch any of it with a pole for barging. Not proven and if it became the currency of choice the world with create a universal one - in 20 years or more....
Bitcoin = tulips.

Redknight, I totally agree but it’s just this boards taste of what the mirage man did over there. No shares, no idea, unwelcome, unwanted, total idiot.
Hopefully this is the end of it, but somehow I doubt it as old mirage is about as green as the grass with jealousy.
It would never occur to me to post on a bb where i didn’t have a shareholding.

They're alright I suppose. ;-)