Member Info for JiffyBag

Grok's take on the outlook for POG etc,

'Factors are net positive for gold miners in the short term, with the sector poised for outperformance if tensions persist—UBS and WGC project 10-15% further upside by year-end. However, de-escalation (e.g., US-China deals or Ukraine ceasefires) could cap gains, as seen in recent pullbacks. Miners should monitor central bank data, tariff implementations, and regional stability for operational planning. Long-term, the shift toward gold in multipolar finance favors diversified, low-cost producers in stable jurisdictions.'

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Buy

Price Target

9.66

Upside

+39.34%

https://www.investing.com/equities/greatland-resources

There are a few trades still as yet undisclosed, will maybe show up as a not so unknown unknown , but obviously with a brand new Ask & Bid just to confuse even more as always!

BlackRock says gold’s record run shows investors’ growing risk appetite

https://www.investing.com/news/stock-market-news/blackrock-says-golds-record-run-shows-investors-growing-risk-appetite-4314340

BofA says gold rally not extreme, next target $5,000 by 2026

https://www.investing.com/news/commodities-news/bofa-says-gold-rally-not-extreme-next-target-5000-by-2026-4313676

Been like a rabid Piranha feeding frenzy today, good entry point if you have some dry powder left. 😎

Https://www.investing.com/commodities/gold

FAKE Buffett AI: “DUMP GOLD!” – TIME TO BUY! They Want YOUR Money

https://www.youtube.com/watch?v=i1TZN_dWUtk

POG Futures is doing well,

https://www.investing.com/commodities/gold

Hang on !

Hi JSP,

Any chance of a B Berg update? last one was Mar 25 I think.

Thanks.

Sun, Oct 19, 2025 France debt downgraded.

Clive Thompson: Will we see a sovereign debt crisis. Why do debtors lie?

https://www.youtube.com/watch?v=eHji4S0m_dM

Read this, youre protected up to £85K

https://www.ig.com/uk/help-and-support/deposits-and-withdrawals-3f6cbe60/safety-of-clients-funds-d84f2dc8/what-happens-to-my-money-or-assets-if-ig-goes-into-liqui-228f7147

Same goes with Interactive Investor.

Good article on this very topic.

Experts explain how to decide if you should you take profits from investments - or let your winners run.

Eckel says: "We don’t panic-sell or walk away from the true superstars in a portfolio before they’ve had the chance to peak. The steady journeymen stocks keep you in the game, but it’s the occasional superstar that transforms performance.”

https://www.independent.co.uk/money/investing-stock-markets-shares-profits-expert-tips-b2840675.html

Grok's take.

Why the Disparity in a Cross-Listing?

In a cross-listing like GGP's, shares are fungible (identical securities traded on both venues), so prices should converge via arbitrage after adjusting for currency, the 20:1 ratio, and minor costs. Yet gaps endure, especially for mid-cap miners (~£2.9B market cap equivalent) in early post-listing phases. Drawing from market analyses, investor forums, and structural insights, here are the key drivers:

Liquidity and Volume Imbalances: ASX sees stronger institutional demand from Australian mining funds and commodity traders, with average daily volume ~3.4M shares vs. AIM's more retail-heavy ~1-2M (post-reorg). This can push ASX prices higher, as buy-side interest outpaces supply. AIM's thinner liquidity exacerbates downward pressure during sell-offs, creating a persistent "lag" where AIM closes 5-10p below ASX equivalents daily. The cross-listing's newness (only ~4 months old) means ASX hasn't fully integrated GGP into indices (e.g., pending GDXJ addition), limiting passive inflows there.

Just hang on , disparity will most probably reduce to about 5p by year end.

Https://www.asx.com.au/markets/company/GGP

https://www.investing.com/equities/greatland-resources

Date ASX Volume: Daily ASX Short Sales: Short Sale % : ASX Closing SP

16-Oct-25 3,275,951 8.78

15-Oct-25 1,580,000 718,683 45.49% 8.68

14-Oct-25 3,089,251 1,121,202 36.29% 8.69

13-Oct-25 2,803,627 1,137,240 40.56% 8.30

10-Oct-25 3,590,000 2,130,002 59.33% 8.08

09-Oct-25 3,594,360 405,325 11.28% 8.08

08-Oct-25 3,712,067 1,141,551 30.75% 8.30

07-Oct-25 6,881,655 3,222,857 46.83% 8.35

06-Oct-25 2,483,151 1,474,087 5 9.36% 7.62

03-Oct-25 5,938,833 1,474,087 24.82% 7.40

02-Oct-25 2,065,606 1,034,833 50.10% 7.43

The not so a mystery 'Unknown trades' will carry on until whomever wants them have filled their boots.

Maybe then and only then will price rise accordingly?

The Debate on Delayed Trades and Price Discovery

This tension is well-documented in market microstructure research. On one hand:

• The downside (your point exactly): Off-book or deferred trading delays the incorporation of trade data into the public quote, reducing overall price efficiency. For instance, studies on LSE fragmentation show that such delays slow the price discovery process, as the market doesn't immediately reflect the true balance of buying/selling pressure. In AIM's lower-liquidity environment, this effect is amplified—trades might not surface until 90 minutes (for large ones) or up to three days later, giving a skewed view of momentum during volatile sessions like GGP's recent gold-driven surges.

• The intended upside: LSE rules defer these to prevent "market impact" from big trades, where immediate disclosure could trigger front-running, panic selling, or artificial volatility. It's designed for orderly markets, especially in mid-caps like GGP, where a single institutional block (e.g., 100k+ shares) could otherwise swing the price wildly without broader context.

For AIM specifically, post-trade transparency is intentionally lighter than the main market to foster growth stocks without excessive scrutiny—trades must still be reported within three minutes, but publication lags for non-"touch" deals. Critics, including some regulators post-MiFID II, argue this trade-off favors liquidity over transparency, potentially hiding demand bursts that could validate upward trends.

If you want to better understand what it is going on with respect to Price Discovery versus liquidity ask Grok V 4

Q. Why are there so many delayed trades for GGP on the AIM market

'Yes, that's a spot-on critique—delayed (or deferred) trade publication on the LSE, including AIM, can indeed obscure real-time demand signals and impair efficient price discovery, which is the mechanism where market prices quickly incorporate all available information on supply, demand, and sentiment. By holding back details on large or off-book trades (like the block deals we discussed for GGP), the system creates a temporary veil over the full order flow, potentially leading to mispriced assets in the short term or uneven advantages for informed traders who anticipate these hidden volumes.'

POG (futures) US $4,215 = $6,472 !!! Oh Lordy Lordy !

https://www.investing.com/commodities/gold