Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
ID.IOT - one trick pony, SP SP, SP, SP. Give it a rest. Why not talk about the assets. Ah because that wouldn't sit well with your negative agenda.
Lm "we are no more than a blip on Newmonts radar and not a worthy of a discussion until perhaps next year when a decision whether to close Telfer is ratified".
You do know much it costs to decommission Telfer - it's mega. Not going to happen imo.
MH01 - re your 20 cents remark, I would expect Shaun is looking at the two cents waiver permitted in ASX Guidance Note 12.
Hi Dip. When the ID.IOT posts on here we THINK he's an ID.IOT. If he turns up in person at the TH and opens his mouth we will KNOW it for sure.
Thought for the day - at 31 December 2022 Greatland had over Aus£100m cash. They are certainly not short of funding. Any more must only needed for value accretive purposes imo. Top 3 on the list?
l-a
Lol Daveri - If you're gonna be a smartass, first you have to be smart. Otherwise, you're just an ass.
Antigua - I think what Bamps was alluding to is the Reserves figure not changing much from the 2.9m oz gold equivalent (which mainly concentrated on the SE Crescent) because the drilling in more recent times has been in the SW-NE direction and vice versa on their way to the link zone, Eastern Breccia and Deeps and not mature enough to convert to Reserves yet. But it will in time.
The MRE itself will have grown of course - Shaun Day has already said he expects the Resource overall to have increased by some 43% compound annual growth since the 3 March 2022 update ie we are looking at something like 9-10m oz Au equivalent in mid-August when reported. This increase will mostly fall into the Inferred and Indicated Resource categories.
I hope that helps allay your fears.
I am looking through the ASX listing particulars documents as in the attached.
So far all I have found is the following:
Chapter 1: Admission. Condition 12
"If the entity has options on issue the exercise price for each underlying security must be at least 20 cents in cash".
https://www2.asx.com.au/about/regulation/rules-guidance-notes-and-waivers/asx-listing-rules-guidance-notes-and-waivers
There are also Guidance Notes and Appendices. From a quick search - Ctrl F5 - nothing further found for the search term "20 cents". Anyone else had any luck?
Cheers l-a
The problem is StarBright you are either 100% negative or 100% argumentative and you flit between one or the other in the pursuit of your self-obsessed drive for superiority. Falls on deaf ears.
Now if you were to take a balanced approach to Greatland maybe you would start to have an audience. Until then people will remain sceptical as to your MO.
Liking the sound of all this today - whether it's preparing the ground for ASX listing, future discussions with Newmont or some other M&A activity. We will find out soon:
"1. Havieron is a Tier 1 high-grade gold/copper deposit located in a low-risk jurisdiction
2. Existing Telfer infrastructure de-risks future operations at Havieron
3. Havieron’s Mineral Resource of 6.5Moz AuEq underpins long mine life with extension opportunities
4. Significant exploration upside from highly prospective tenure across Western Australia
5. Strong platform with strengthened organisational capability to deliver growth"
StarBright - alternatively, all the attempts by sellers trying to get this lower today have failed. UT = 9p.
It works both ways you know.
Sureasblazes - I am glad you said it first - price and value are totally different things. It seems lost on some, but we keep plugging away and eventually the penny will drop.
There are a few mischievous voices on this website today, chief among them is StarBright who is doing his level best to dissuade you from your investment, or others investing for that matter.
Most LTHs are of course not put off by their rhetoric. The only fact you need to be aware of is that Shaun Day put a highly talented, knowledgeable and experienced board together, with many more years of business practice than the likes of Greatland's detractors. I will make own mind up when assessing who to put my money in with.
This will all play out in good time. Until then it's all just #speculation.
SB @10.39 - we don't the terms of the JVA. You are speculating on the negative side. One would imagine a clause is in the JVA referring to "undue delay". Remember Greatland know exactly what resource exists at Havieron. I think you are being very mischievous in your theory.
SB @0931 - I have not seen the term " a proceedable buyer" mentioned before. Do you have a link to the agreement you are referring to?
Looks like we got some 'King inspiration today. Couldn't resist!
ria20. I have asked LSE to take a look at your posting history, in particular your cross ramping of other shares on a daily basis. 783 posts or so in the last 30 days. Please return to posting on TRAC if that's your thing.
@ 10.05 - clear the clutter days are always fun. Far too much garbage is unwarranted. Much prefer quality to quantity.
James - I agree. You only have to look at what Shaun Day said in last week's interview with Liam and read between the lines in terms of growth opportunities. This is not a company that will be standing still for long imo.
"....... we continue to want to advance opportunities to increase our footprint and build on that technical team and the credibility of that team to upgrade the portfolio and of course we're also interested in building and becoming a multi-asset, multi-billion dollar platform which I think I've communicated previously is a kind of medium to long-term goal."
Liam. "It would be rude of me not to ask the next question and I do say it slightly laughing. I’ve got to ask it to appease the audience. A few months back Luka Giacavazzi, if I said that right, was asked in an interview about buying Telfer and taking back ownership of Havieron to 100%. His answer was simply to ask Shaun so as delicate as a question it is, if you happen to be interested in purchasing an old tier one mine with a six and a half million ounce ore body down the road attached to it what would be your process to go about the acquisition?"
SD. "Yeah we're actively interested in growth opportunities. I think again taking people back to those three pillars of our strategy: deliver an expanded Havieron, invest in the drill bit and look at opportunities for additional growth.
Yeah I don't think we can get drawn into that specific or other specific opportunities but clearly we have a deep interest in pursuing that part of our our growth strategy and you know there is a direct interest there and perhaps made all the more relevant because Newmont has has progressed within seemingly an agreed takeover bid which is subject to a due diligence process now with Newcrest.
So Newcrest is in play - with it you could argue that Telfer-Havieron and indeed Greatland itself is in play as well so I think that does create an interesting environment in which we look at these kind of growth opportunities."
FredDobbs @ 08.09 - if you are comfortable with what is being proposed in the RNS then you do not need the comfort blanket from what you call "highly regarded posters".
For my own part I have sought some clarification from GGP - reply awaited.
Greatland has a high quality base of UK investors and will continue to trade on the Alternative Investment Market should the ASX cross listing be successful.