Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
HI Costa
Yes fella as we did earlier in March c 10th
GL MFU
Hi Cappylee welcome to the board. Some people including myself have already stocked up over the years and speaking personally I probably have more than enough. However if a screaming bargain came along in the 12's then I would dig deep and take my holding beyond my normal comfort zone.
Re the assays it is almost certain it will not happen until the NCM Quarterly update due around the 28th April .They have stopped doing the 6 weekly interim (hence why GGP sent out the RNS in early March) but they should continue to publish drill results each quarter and the next set are due late April
Hope this helps
GL MFU
Bellers in that case I will park a buy at 12.76 lol :))
Seriously I now feel anything around this level is very good value. However like you will keep some powder dry as they have not come all this way to bow out meekly. I am expecting some kind of shake or perhaps on the 5% news if the deal is not as strong as we would like
GL MFU
3 more pi sells at the year low....lol
29-Mar-22 10:29:39 13.155 250,000 Sell* 13.10 13.30 32.89k O
29-Mar-22 10:27:52 13.185 250,000 Sell* 13.10 13.30 32.96k O
29-Mar-22 10:26:09 13.105 900,000 Sell* 13.10 13.30 117.95k O
I have found the shorting discussion extremely useful. The knowledge and understanding of this has enabled me to wait patiently before I push my holding in to optimum risk mode. Without this I would probably have added more chunks in the 14s or 15s. Question is how far off the low are we ?
GLA MFU
GLA MFU
Hi l-a
I am on your page with this. Why increase from 10 to 20% if there was to still be greater than a 20% differential ?
So as long as we have not undersold ourselves then I see it as a means to squeeze within these benchmarks for the good of both parties
Fingers crossed
GLA MFU
Hi barna
Feedback from the Town Hall meeting last week stated that SD informed the audience that the 20% differential was suggested by SB to SD during a telephone conversation
I am still scratching my noggin trying to work out why SB would do that if they were still and possibly expecting to remain "miles apart" I just don't get why bother changing from 10 to 20% unless some good for both parties was going to come out of it ? So I believe there must be a positive reason I am just not clever enough to work it out !
GLA MFU
could be Bellers mate just come through !!
25-Mar-22 15:50:01 13.90 1,079,136 Buy* 13.70 13.90 150.00k
GLA MFU
no worries dh it gets to us all at different times and very few of us are immune to feeling it from time to time after 15 months now of swallowing the lassonde curve and the rest !
Enjoy your weekends all greatlanders
MFU
no worries doublehun just saying that when there are convos on here that don't interest me I simply don't engage. If noone was interested in the post fine I make a post no one replies I move on. As it happens half a dozen have added some comments/dialogue. No dount today tomorrow etc there will be threads I don't want to be involved so I step away. Just didn't think it was your normal style to slap a discussion down when it was harmless cordial chat around GGP SP
GLA MFU
Doublehun not like you sir ! There are several of us cordially discussing SPs/opportunities/movements. This is not the kind of rubbish the majority of us have to put up with when certain pi's insist on giving oxygen and answering biggles and freddie and the rest that I green binned months ago ! Just saying :))
GLA MFU
This response within 10 minutes of a small to mid sized sell of 218,617 shows the appetite pi's have for a bargain. The lower down they are selling the more attractive the price looks. I am assuming that if the shorts are basing their strategy on the 5% that they feel the news will "initially" allow a shake down towards a level they have agreed with the MM's (13/12 ish?) and then they buy back ?
Can't think of any other way ?
25-Mar-22 12:36:21 13.825 7,154 Buy* 13.70 13.90 989.04 O
25-Mar-22 12:34:25 13.825 7,204 Buy* 13.70 13.90 995.95 O
25-Mar-22 12:31:28 13.88 81,140 Buy* 13.70 13.90 11.26k O
25-Mar-22 12:26:24 13.84 2,167 Buy* 13.70 13.90 299.91 O
25-Mar-22 12:26:19 13.84 7,139 Buy* 13.70 13.90 988.04 O
25-Mar-22 12:25:28 13.84 75,000 Buy* 13.70 13.90 10.38k O
25-Mar-22 12:25:23 13.81 37,500 Buy* 13.70 13.90 5,179 O
25-Mar-22 12:23:44 13.84 100,000 Buy* 13.70 13.90 13.84k O
25-Mar-22 12:21:12 13.727 218,617 Sell* 13.70 13.90 30.01k O
GLA MFU
Thanks Z -appreciate these timeline updates .
One thing I am struggling a little to get my head around is the gold in the ground value. My impression is that because we have drilled over 200,000 metres and gone way over the top in terms of proving up a very conservative inferred and indicated resources that this should reflect a higher conversion value than the code calculations many have mentioned.
We have drilled more than 10x the metres than SolG for a fraction of the resource. Therefore why are such low conversion values going to potentially be used meaning "we may be left disappointed with the 5% outcome" ?
Last autumn in one of Shaun's presentations he listed among other things 3 significant catalysts for SP growth they were;
1.PFS
2.MRE2
3.DFS
So far the first 2 for different reasons have not been a catalyst upwards then we were advised the 5% deal would be but the noises coming out are that this may not be either so a lot of our SP growth ambitions (which we all want eventually) are now relying on NCM's MRE2 and the DFS but is there any certainty that they will have the desired effect ?
Look forward to being further educated in these matters!
GLA MFU
Thanks Jerry-I will stop pecking your head now ! Time for me to go and do some proper work !!
GLA MFU
Hi Jerry thanks again for your response, your comment;
"My take is that a deal will be reached before we go to arbitration but it wont be by instigating the 20% clause."
Does this suggest you believe we will have to accept more than 20% below our own valuation ?
MFU
Many thanks Jerry hugely appreciated
1.Thanks for asking the 6 rigs Q-that is clear
2.We must all be hoping Fidelity BR etc can be inspired to buy in...if they do that will support the SP I am sure and if JPM get wind they are then that might shove them to close up
3.Like the idea of investing in a producing asset providing good return on investment. That would give us a wondeful income bridge while Hav works to production
Many thanks JS (My views above IMO)
GLA MFU
on the 5% negotiations
I am sure Jerry will give his take later but in the meantime has anyone got any theories positive or not as to why SB has initiated this ? If indeed this 5% figure is going to be less than we would like why has SB asked for an increase which in theory suggests he is concerned that if we can't agree then an arbitration might look more favourably on GGP ?
SD has also got his reasons for accepting. What might they be ? Is it because SD is concerned an arbitration might go to NCM ?
GLA MFU
22-Mar-22 09:31:03 14.304 100,000 Sell* 14.30 14.50 14.30k O
22-Mar-22 09:31:02 14.30 1,192,254 Sell* 14.30 14.50 170.49k O
22-Mar-22 09:28:55 14.375 250,000 Sell* 14.30 14.50 35.94k O
22-Mar-22 09:28:53 14.375 275,950 Sell* 14.30 14.50 39.67k O
22-Mar-22 09:27:43 14.377 69,563 Sell* 14.30 14.50 10.00k O
22-Mar-22 09:09:23 14.431 200,000 Sell* 14.30 14.60 28.86k O
22-Mar-22 09:02:13 14.375 200,000 Sell* 14.30 14.60 28.75k O
Just leave us alone you corrupt low life bar stewards
GLA MFU
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
21-Mar-22 16:37:37 15.40 736,516 Buy* 14.50 14.70 113.42k O
21-Mar-22 16:35:12 15.40 301,777 Buy* 14.50 14.70 46.47k UT
I take it this means we can look forward to being another 6% down all day tomorrow lol . I managed to get 100k on the bell at 14.6 so this makes me feel quite proud of myself nearly a 1p discount lol
GLA MFU
Zoros ...what really annoys me is I know a lot of very good people at SJP who work very hard with their clients and do a great job and sadly people like this just give the many good eggs a really bad name
GLA MFU
Clueless007 you accused me the other day of being a deramper and I posted evidence of my holding...can't remember getting any kind of apology or acknowledgement ? Given the appalling statement regarding Zoros just now it is long overdue time to put my own secretarial skills to the test and sling you in the old green bin
GLA MFU