If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
Https://twitter.com/robert_ivanhoe/status/1788599152869544380
Think what you like however I prefer to listen to Newmont themselves.
Email states: "I can confirm that the Havieron project will be sold as one package with the Telfer asset. The one divestment project language refers to the Coffee project."
How did you conclude that Barna? GGP are not the only buyer, others can do so. Let's just wait and see what transpires rather than assume we know the outcome. Whatever happens we all want it to be share price positive, multiples higher than today.
Spade the Telfer mine has a much higher AISC than Havieron. Bamps notes AISC for both.
As a comparison: "In Q2'23 the gold miners' global average all-in sustaining cost (AISC) continued to climb, rising to US$1,315/oz. This represents an increase of 1% q/q and 6% y/y, maintaining the overall upward trend which began in Q1'21" https://www.gold.org/goldhub/gold-focus/2023/11/gold-miners-aisc-still-rising-slower-pace#:~:text=In%20Q2'23%20the%20gold,which%20began%20in%20Q1'21.
Over $600mill in dilution and share price falls only 2%.
https://stockhead.com.au/resources/de-grey-speedily-raises-more-than-500m-for-500koz-a-year-hemi-gold-mine/?amp
https://www.google.com/search?q=asx+deg&sca_esv=a5fe1f6bddd2655c&sca_upv=1&rlz=1CDGOYI_enGB787GB787&hl=en-GB&prmd=znivmbt&source=lnms&sa=X&ved=0ahUKEwjNoaqzsoKGAxUL3QIHHcVVDuUQ0pQJCBo&biw=414&bih=720&dpr=2
"Anticipated Project Debt Funding" = $766m AUD.
Slide 9 -- https://degreymining.com.au/wp-content/uploads/2024/05/20240508-DEG-Announcement-Investor-Presentation.pdf
Did you read DEG's powerpoint slide deck and how much debt they note is needed?
"DoubtingTom
Posts: 24
Price: 5.95
No Opinion
RE: De Grey raising again .. $600mill AUDToday 10:02
You cannot compare de Grey to GGP,
De Grey have considerably less shares in circulation, are producing and have an income, have NO DEBT and the Hemi project is 100% owned
unlike GGP"