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How will Donald Truss react?

GGP is no longer one of those types of stock where random LSE members flit around desperately trying to influence buys and sells. This is a serious growth stock now.

02-Apr-25 16:42:59 13.00 1,600,000 Unknown* 12.20 12.30 208.00k O

02-Apr-25 16:41:57 12.2974 2,900,000 Buy* 12.20 12.30 356.62k O

02-Apr-25 16:37:31 12.5206 850,000 Buy* 12.20 12.30 106.43k O

Got to be *some* sort of activity with a 13 in front of the price after hours!!!

Who is AH01?

What is AH?

I also didn't understand a word of it!

I asked Gemini to translate in a way that a 10 year old could understand.....this is what it put!

"Imagine you have a big toy box, and someone helps you take care of it and decide which toys to play with. That helper is like a 'manager' for your toy box.

There was a company called Gore Street Capital Limited (GSC) that used to be the manager for a special kind of toy box called an 'investment fund'. They helped decide where to put money to make more money, like picking the best toys to play with to win a game.

Now, GSC has a little sister company called Gore Street Investment Management Limited (GSIM). GSIM asked the grown-up 'rule makers' (like the Financial Conduct Authority or FCA) for permission to also be a manager, just like their big sister. The rule makers said 'yes!'

So, on March 31, 2025, GSC decided to give all their 'manager jobs' to GSIM. It's like passing the toy box keys to the little sister. They made a special agreement that said GSIM would do everything GSC used to do, and follow all the same rules. This means GSIM will now be the one helping to decide where to put the money in the investment fund. And, just like before, the amount of money they get paid and how long they need before stopping stays exactly the same."

CRML having a better day after that update

He'd say he'd been proved correct as it would be the end of TM1 within three months.....

Some bizarre comments today - it had only just finally reached about 12.3p at about 3.30pm on Friday afternoon.

It's at about 11.95p now. It's not exactly the apocalypse.

(US orientated but still relevant)

Since the beginning of this year, spot gold has repeatedly reached new highs. Looking ahead, how will gold prices move in the future?

In a research report released on the 28th, Citigroup believes that three abnormal situations currently exist in the gold market: spot prices are at historical highs, U.S. interest rates are extremely high, and the U.S. dollar is relatively strong.

Under the combined effect of these anomalies, Citigroup predicts that the profit margins of gold producers have reached their highest level in 40 years. In other words, this is a "once in 40 years" great opportunity for gold mines.

The report predicts that by the fourth quarter of 2025, gold prices could reach $3,600 per ounce. The market's investment demand for gold remains high, while concerns about the U.S. stock market and economic growth are the main drivers of investment in 2025.

Interesting. Remember this from 18 months ago?

https://www.proactiveinvestors.co.uk/companies/news/1019579/technology-minerals-jumps-as-former-porsche-chief-joins-subsidiary-1019579.html

Market Summary

> Greatland Gold plc

13.04 GBX +6.82 (109.65%) year to date

Just 12.98 now. It's those pesky MMs holding us back again.

There was a 12.8 in there somewhere too!

Three or four 75k buys going through in the last hour...

Probably the main positive ( and it's a big one ) is that the implementation of the business model is now more or less complete. They are taking in feedstock, separating to black mass, and selling it.

Reading between the lines when listening (it that's possible!), it's actually been marketing their business where they have been struggling - AS touched upon hiring more sales staff etc. One thing that can snowball sales is showing partnerships with other major businesses which shows credibility, so to be able to quote the names of Halfords, Ocado and Glencore should help. If the OEM could be named this would help further. But now, it's a case of all hands to the pump to get more feedstock through the door, create more black mass, and sell more black mass. At some point you would hope they can hit that cash positive tipping point ( cue WKW rant posted next). On top of all this, the CRML SP has been a disaster for TM1 - I posted before that maybe some kind of hedging could have mitigated this issue, but they are where they are. It's fairly obvious that if CRML had stayed up above $5 or so, TM1s share price and optionality going forward would be seriously higher than now, but the current position despite being weak is not insurmountable.

" I never intended to get this deep in an AIM share"

You can start adding more when we cross list onto ASX? 😀😀

"We may all be on different decks, in terms of investment and breakeven points, but we’re all in the same boat ffs!"

The odd one or two certainly have cabin fever.

"MPs but I don’t remember a chancellor this bad in my memory."

Was Kwasi Kwarteng so fleeting that no one can remember him?

"The ironic thing here is that Roger Mason CEO Antipa, said 8 or 9 months ago that Telfer ore was rapidly running out of ore and Greatland would need Minyari ore to keep going. "

Years before all the due diligence on Telfer, Shaun himself gave Telfer 5 years ( back in 2022 ) saying that Havieron was found in the 'Goldilocks' time of not too soon ( for the ore to be sequenced behind Telfer) and not too late (closed down). Despite confidence in being able to extend the life of Telfer, I suspect even *he* may have been surprised about how much more and how much longer this mine can produce for.