Member Info for Matml74

Lee,

The media hype about fuel shortages in Oz are exactly as you say, for the everyday people at the pump……. In very remote locations.

Look at the number of mines in the Pilbara, the biggest mining companies in the planet import all their diesel into Port Headland for these. They won’t go without diesel…… all imported from Singapore.

Can’t believe people are trying to make this an issue.

**** me there is some bullshizen written on here.

do some research on where australia imports their/oil diesel from.

very little comes from the middle east. west australiahas huge lng reserves. port headland received diesel imports for the biggest miners on the planet bhp/rio/fortescue.

yes there is impact on price as wa exports huge amounts of natural gas….. but if you think western australia are going to run out of diesel and let the industry tha is 45% of their gdp be unable to access diesel from the significant reserves they have you are a a absolute ******* joker.

Not really. GGP will be added to ASX100 index on the 23rd March!

Corradus,

They hold approx 15m in GDXJ of GGP shares!

GGP are still in the GDXJ at a 1.02% weighting. They were not removed at this rebalance. GDXJ only reconstitutes every 6 months so will be in until at least September.

They still meet the requirements and companies can be in both indexes.

Greatland are still in GDXJ. 1% weighting. Nothing changes with that.

Jiffy,

GDX only purchases the shares on the 20th March. They have brokers that front run but I highly doubt they have stated accumulating yet.

GDX needs an index weighting of 0.58% of their fund which equals $186m worth of GGP shares that need to be bought.

GDX will need to buy approximately $US186m for a 0.58% weighting so around 22m shares of GGP or approx 3% of the company.

Enhurtu phase 1 was 3 years long. Not uncommon for phase 1 to be 3 years plus. The lack of MTD and now the need to find/extended PFS in SGC has contributed to the length of trial.

Both should beneficial in speeding up approval process from here.

Yes it applies to all indications being treated in the Phase 1b trial.

“ can someone tell me is it true that there's going to be a funding/raise here at 600”.

there’s a lot of stupid **** written on this forum but i am pretty sure this comment takes number one spot as the most stupid comment ever! 😂😂😂

…… “ clear efficacy hasn't been proven.”

Let’s be clear on this. AVA6000 has not been tested in a trial designed with appropriate endpoints and statistical power to test for efficacy yet. That can only be determined with a properly designed phase2/3.

Ava6000 has clearly shown in the phase 1 trial that it is efficacious. There has been a number of partial and minor responses and PFS and Disease control signals.

Anyone here that wants to stay the drug is not being efficacious is wrong. It has clearly shown that it has.

No she doesn’t. The board can reject any offer if they don’t think it’s acceptable.

There will be a WDU mining plan released in the next few months. That will give a clear indication of what Telfer is capable of over the coming years along side the other extensive growth drilling at Telfer.

Tuesday for H1 results.

Rhodium over 11k

Platinum consolidating above$2k.

Happy days

They will update any material milestones. Avacta staff are still on the board. The annual report in June will provide latest update on all collaboration’s unless something material occurs.

——————————

Our platform technology serves as the foundation for collaborations Our pre|CISION® and Affimer® technologies are also being used to create drug products that extend to areas beyond our key focus in delivering cytotoxins to tumors. We have established several partnerships to accelerate development of approaches to use our technologies to deliver differentiated payloads. Our

partnerships include the following:

• AffyXell Therapeutics Co., Ltd., a joint venture we established with Daewong to develop mesenchymal stem cell therapies that combine Daewong’s expertise in stem cell technology with our Affimer®19 technology. AffyXell’s product candidates are designed to secrete immuno-modulatory Affimer® molecules that increase the therapeutic benefits of mesenchymal stem cell therapies.

Chrome being valued at nothing atm. Once that is fully up and running then this is easy £2+ if the basket price holds. Rhodium has been rock solid above 10k even when platinum moves.

Also have 30 odd million in loan to be paid back so cash position very strong. Increase in divi’s should bring strong buying this year.

They will also have very little cash left at that point (July/August). They won’t run cash down to an only a few months worth so I would expect some form of funding to come forward in the next couple of months.

Here are the % splits for 6e revenue which will help in your calculations.

Revenue (6E) for Q2 FY2026, before adjustments is $49.2 million (6E prill split is Pt 52%, Pd 18%, Rh 9%, Au 0%, Ru 16%, Ir 5%).

Greatland marketcap higher than all of them so will be included.