Member Info for JungleBabbler

Please get the basics right it's 20km from Havieron not 12.

Not too shabby - for a free strike.!!
Go north next please less cover just saying. Scallywag anyone.

Mrs Babbler and I have 5 pots with HL.........
Each having ISA, SIPP & CGT and a shared CGT.
Annual trade £ - significant
The CGT pots are being "reduced" due to tax muppetry

Thanks Myles. Unfortunately my laptop won't allow me to open your file as it says its a security risk....Um..
That said, I'm sure its full of top info given the papers I've seen of yours from another share.
GLA
JB

Thankyou for your reply Corryvreckan1 - it looks like an apology, so I should accept it.
Please make sure that if you are going to correct another poster's comments that you are 100% sure otherwise it's very irksome to say the least.
I was wrong to use the word arrogant, I mis-read your intentions.

corryvreckan1@ 08:32 Thursday. You "corrected" my earlier post stating DEC wasn't an American company; when a cursory glance of ther website would have shown you that IS in fact an American company. It was founded by Rusty Hutson, a graduate of Fairmont State College (WV - that's West Virginia for your information) in 2001. It is headquartered in Brmingham, Alabama - not Birmingham, West Midlands. It subsequentally listed on AIM in (ONLY) 2017....

If you are going to correct other posters then it behoves you to double-check your facts before you do. Reading your other posts, you appear to come across as if you don't know the answer then nobody else should.

Arrogant. Much. I do wonder how many of your other posts are factually correct?

My understanding is that W8-BEN forms work for Canadian companies exactly as they do for American (USA) companies. I've been led to believe, by HL, you only need to fill one in.

Where the shares are listed is a secondary concern.
I hold DEC an American company listed in London.
I have completed the w8-ben form and receive dividends exactly as your figures suggest VistaMan.

Your assertion about info NOT being passed to GGP but to Newmont is nonsense.

Well, what a smorgasbord of views we have on whether SD should or does withhold information. I'm 100% in the camp that he should and must play his cards carefully. He has inadvertently played one already when he offered $85m for the 5% - that really is a stake in the ground (and infers several other things...). Obviously he didn't know Newmount were going to bid for NCM, or did he?

My personal view is that the deal to takeover NCM will be announced just after Easter. Why? because these corporate types like to get on and do things, i.e. deliver, get the NCM profits on their books....
Secondly I really do think Newmont will dispose of the Hav70% - why? as others have noted, it's too small for them to have to worry about, or is it?

If I remember correctly didn't one of the directors & their family put their ISA monies into this in '22 ?
A very good sign of confidence of all is well.

...well if they're buying so am I. Confidence is everything (well quite a bit anyway). Small top up from me this am. At this price seems too good an opportunity to miss.

If you're going to malign a poster, sab, you REALLY should get the name right.
Here's a clue - it wasn't Redirons. Close but no cigar.
Perhaps you haven't actually read the posts -there's a thought.....

Apparently the LME have discovered that the Nickel they thought they had in one of their metal warehouses is just a bag of stones. No really.
The story is behind a paywall so can't see full details yet.

My 08:28 Buy of 20,000 is shown as a Sell and as usual I suspect a lot of the red sells early doors aren't all sells.

Thanks CJM & everyone else - seems we're slowly but surely making progress.
GLA

100% would be a top result!

FWIW I think Nayor's earlier post re share price is bang on the money. Before the huge 15.5% share placement last August we had broken the down trend and we're headed back towards the 10's. Since then we've been stuck in the 7's . It's simple Cause and Effect nothing complicated but seemingly not covered in 11 yr old maths.

Goodness me we seem have a whole smorgasbord of views on whats going to happen next. FWIW I dont agree with CB and think that Newmont are after Cadia and the Indonesia bits and not Telfer (after all Hav is shown as Tier2 i saw somewhere recently - NC?).
So how much would you pay for Telfer if you couldn't guarantee it workload for the next umpty years?
How about we start the bidding at $100m ? Is it worth more than that as a scrap value? I don't know my figure is just a first guess.
What about Hav then - how much for the 70% we don't own?
Newcrest didn't want to pay $60m wasn't it - but I think that was SB playing silly buggers TBH.
SD would have paid $85m if I remember correctly. But you don't pay 85m if you think its ONLY worth $85m he must think (longer term) its a fair bit more. Minimum margin has to be 30% so lets start off with say $120m for the 5%.
So if we could get Hav70% plus Telfer for $100m plus (14 x 60) ie $940m then we've bagged ourselves a "non-dilutive" bargain asset of $1,680m ( hopefully my maths is good here - but you get the idea). Of course you can process 3rd party material from Winu or wherever to offset the costs of running Telfer etc etc etc.

The slight complication in my theory is that the $85m is common knowledge.....

Whether or not that I'm anywhere right you can see the possibilities of thinking outside the box. It's quite clear that SD is one such person who thinks outside the box based on what we've seen so far. I know where my money is.
Interesting times for sure.
JB - a GGP stockholder since August 2011.
( it was the greenstones that first peaked my interest )

HL are excellent at answering the question you didn't quite ask ie the wrong question. I've had DEC in my SIPP for a while now and the divis appear in GBP and I can't say I've seen a 1% charge ie it all seems to add up correctly given the w8-ben having been signed.