Member Info for JiffyBag

Hi Firstmodern,

Where have you seen the GDXJ buy? thanks.

I usually check their website, but data was the same as yesterday, ie 192m GGP shares.

https://www.vaneck.com/us/en/investments/junior-gold-miners-etf-gdxj/holdings/

Only 6 months late :O)

Trippy,

You are quite correct in your assessment, the board has been infiltrated by a hoard of desperate Shorters . IMHO!

Bottom line, PI's hold approx 70_75% of this stock, any would be suitor will not be getting my stock for less than a £1.00.

Why, because I know what GGP will be worth over the next 10-15 years having a 30% stake in just Havieron alone!!!

All in IMHO, hang on in there cos the more desperate they get, the more Trolls and FUDsters appear on here, is always a direct correlation :O)

Jambo,

First and foremost, you haven't said...IMHO!

Your writings come across as Fact, when infact you do not know what the actual situation is with regards to finance.

There are many options open to SD such as a Royalty payment, even 1% of Havieron as it currently stands would raise a few bob IMHO:O)

Shaun and his team will no doubt have other options /avenues to raise the neccesary CAPEX so lets not be so negative.

Hi Bamps,
Fair enough, would be interesting just to get an answer to this question.

For clarification, maybe this is a question that Liam should put to SD at the next interview , ie, does the US$643 AISC include tolling charges?

Evening Spade,

Yes exactly, Re : 'But people need to spend a little time researching before coming here posting complete ball locks about things they have no idea about, instead of their blinkered view on what they have heard down the pub from other clueless folk. '

Since yesterday/today we have seen a plethora of Trolls/FUD activists plus complete idiots on here whom do not even bother to read GGP RNS's etc.

A perfect example being the 5% issue. I have made a note of some of their monikers just for fun.

1.Culpepper
2.Rosso123
3.Tall Dave
4.Gold4u

and lets not forget Daveri007 :O)

Exactly Spade, 100% agree, it's called the Fractional Reserve Banking system.

https://www.youtube.com/watch?v=vVZ48_V_dKQ

You do seem to be very 'C_O_C_K_**** Sure' of yourself.

@Rosso,

Re: 'Not at all. NCM will be back shortly to try to take us out. Don't say you weren't warned. Watch and wait.'

You do seem to be very '**** Sure' of yourself. I happen to think the very oppossite, NCM it would seem ....have more than enough issues to deal with at this moment in time, such as todays excellent post by Bamps 21, namely:

https://www.newcrest.com/sites/default/files/2022-08/2220819_Newcrest%202022%20Full%20Year%20Results%20%E2%80%93%20Appendix%204E_1.pdf
Page 18
Accidents up
Revenues down 8%
Profit down 25%
Gold production down 7%
Copper production down 17%
Free cash flow down 179%
AISC up 14%
AISC margin down 16%
Earnings per share down 27%
Dividend up 46%
Cash down 70%
Debt up 853%
Gearing up 653%

Think again, now is the time for alignment and moving forward, IMHO :O)

Hi Zoros,

Re: There’s usually a leak before results. What does that tell us then?

Well so far given the action of shorter increases over the last few days/weeks, and tonights NCM revelations re the 5% etc, it suggests to me in my honest opinion... that there is indeed a leak/source of inside INFO?

Anyway, not to worry we now own 30% of an Elephant.

Franco Nevada anyone?

Looks like the decsion has been made on an ability to increase NCM dividends????????? , who knows?

The world of corporate business is a strange world at the best of times, logic goes out of the window.

Rolyclan,

Let's hope so! can't say I ever trusted him implicitly :O)

Not meeting their Hurdles is ... well just pure BO ....LOCK...SSS

DYEL,

IMHO, NCM are trying to get all of Havieron on the cheap. Now the thing is, Shaun Day is no fool, and is already steps ahead of the game being played. I cannot for the life of me even begin to understand ,why NCM have not taken up the 5% based upon the mutually agreed JV agreement terms and conditions and after being offered more than $60m dollars!!!.

After all the takeup of the 5% was theoretically supposed to be at FMV, which when actually looked at in greater detail was an absolute joke, all was based on basic prescriptive basis and did NOT REPRESENT FMV. It therefore seems to me that NCM do not like to be challenged by the likes of SD, and this is the problem right now.

So NCM are trying to to put GGP into a position whereby they will not find it easy to gain finance or so they think in going forward etc.

I happen to think that SD has already thought about such a situation and irrespective of our $50m loan will utilise other avenues of funding , eg Royalty agreements etc.

Bottom line, there are many large miners out there looking for Elephants, and we now own 30% of an Elephant!

Antigus18,

Re: Sandgrounded, unless I’m wrong it seems quite a bit less than GGP’s resource update.

And the odd thing is, GGP used the same company to construct and validate their revised MRE as NCM, just shows you now ,that NCM are well lets face it ....Not to be trusted?????????

DYEL,

Trust me, I can 100% confirm that to be case, as will be supported by many others on here. I will trawl the RNS's and GGP Chat transcripts for you if you want and print off tomorrow. Not going to do it right now.

Sandgrounded,

Exactly my thoughts, I reckon SD will in the not too distant future issue a revised MRE in order to support our now 30% Valuation/Resources, looking forward to that.

DYEL,
Re: Where/ when did we hear about SD making an offer for the 5%?

Get yourself looking back into the RNS's and GGP Chat transcripts, it's all there in B&W.

Enter the Royalty Option, assuming NCM decide to go ahead and mine?

SD, will IMHO have thought about this , otherwise he would not have offered NCM to buy the 5% at a higher price than $60m, you dont do that if you haven't got the funding? Tie, term sheets on his desk?

Bottom line, Telfer need Havieron we all know that, otherwise Telfer cannot survive?