The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
* PFS covering only the South East Crescent, which is a FRACTION of the FRACTION. It is only focused in the first 200m down to the 500m total depth. "The way I look at it is as the entree leading into the main course" "It is effectively a study based on the
"A lot of upside, tremendous study. We should have a lot of confidence where Havieron is tracking to becoming a mine"
"In a Tier 1 jurisdiction with a tier 1 partner with 35 years old experience"
"This is one of the great takeaways for Greatland shareholders is that Capex profile. Effectively we get to leverage the existing infrastructure"
"This gives us this very low profile. This is exactly what you want to be as a midcap miner, to have these low capex thresholds, to take us into production. And once we are in production in the south east crescent, we can re-invest those cash flows. It effective becomes self funding for us"
"Low capex, low risk profile"
"What emerges from this Greatland becomes the second low cost miner in the planet"
* It is worth understanding the cut-off is February, so the last 10 months are not included, so huge potential
* 90K meters of drilling from now until June 2022
" The challenge for us is to continue to growth the mcap and SP of GGP, as people understands Havieron. If we are unsuccessful at that, the bear case is someone will take us out, if we are unsuccessful at communicating that narrative to the market. Alternative the bull case is the growth is UNLIMITED"
Weak hands will be shaked out and II’s will take over. Uplift for GGP.
This is a fantastic update, we are moving ahead to the next step, low AISC, MRE upgrade around the corner.
HAVIERON IS A GOLD MINE AND GGP WILL BE A MINER. Period.
Well Sandeep and Suresh completed the masterpiece.
The economics of Havieron can only get better. He was even bragging about it when the question was asked, showing the level of confidence.
It is not an IF we are going to mine anymore. It is just a matter of time.
It is not an IF is going to be big, is just how big.