RE: With no mm interference7 Nov 2022 22:57
My two penneth contribution, :O)
1) Our SP will begin to rise in line with the progress of the Hav decline? the nearer we get to the top of the Ore body, the sooner we start to mine and make some cash. Yes we have to stockpile some ore before moving on to Telfer etc?
2) Issue of BFS (brakes are off)
3) Issue of DTM (Think that decision has already been unofficially taken as a yes, whilst I also accept that NCM might wish to play around with that (For whatever reason) , the bottom line for now ...is that Telfer is a very Cost Hungry Beast, ie, Delay, Decommissioning, etc bears not thinking about does it? so it would therefore make no sense whatsoever to play undertable Footsie on that score IMO:O)
In the interim further potential SP catalysts would be provided via........excellent drill results received on a 100% owned GGP tenemant/ asset, eg:Scallywag/ EG (Next year) or even the Juri JV venture should theoretically add further impeteus and confidence to value to what GGP is all about and so be reflected in our SP.