Member Info for MH01

Over AUD$4,500 gold per ounce. This is great because GGP is unhedged for the UPSIDE and will benefit. Smart boy that Shaun Day !

" This isn't to de ramp, this is to point out, that no hedge fund or pension fund will put in the kind of sums of money we need invested "

* Mic drop * https://www.morningstar.com/stocks/xlon/ggp/ownership

Let's hope the gold price sustains these levels and doesn't drop in a few months

Agree. And we now have new broker targets towards 19p a share to boot. Waiting for the share market to catch up now.

One more point to note ... "Gold is up 35% in the last year. That’s all extra profit and our SP is identical to 1 year ago."

A year ago we did not have 13billion shares on issue. Our current market cap is a lot higher from a year ago. So same share price but a different valuation.

Remember that Newmont shares are owned globally in a lot more EFTs etc versus GGP, so it is not fair to compare a Newmont share price change to GGP's. We are on our own journey. Get listed on the ASX and watch the new demand arrive. Then get a large enough market capitalisation to make a lot more EFTs. That is where I see a clear pathway to a higher share price.

Looking at my figures the gold price leverage is really really good for GGP. Based on my numbers which are just for fun.... AUD$4,300 gold = £537million net revenues and $4,700 gold = £587million net revenues. So £50million extra for AUD$400 gold price. The potential here is fabulous.

Https://goldprice.org/gold-price-australia.html

So 500,000 ounces over 15 months (estimated). Look at the cashflow ranges below. I have no idea on the actual margin so using 50% as a conservative estimate. We know the ore is at surface already. If margin is way better than great UPSIDE !

AUD - Ounces - Total Revenue - Assume 50% margins - in GBP

$4,300 500,000 $2,150,000,000 $1,075,000,000 £537,500,000

$4,400 500,000 $2,200,000,000 $1,100,000,000 £550,000,000

$4,500 500,000 $2,250,000,000 $1,125,000,000 £562,500,000

$4,600 500,000 $2,300,000,000 $1,150,000,000 £575,000,000

$4,700 500,000 $2,350,000,000 $1,175,000,000 £587,500,000

I don't think the market is awake as yet because it needs convincing via the Q1 2025 financial figures, to be released in April 2025.

Https://x.com/shaun_day_/status/1884891720304726244

What matters to GGP is the Australian gold price which is over AUD$4,450 !! All time high

Trust me you won’t miss out on any news by filtering it GGP. Every week it names me despite never being named by me. I have asked it stop but it won’t hence the filter. I will post stuff I think GGP shareholders want to know and if not they can read on. No harm. I certainly don’t need to be harassed / insulted for posting hence the filtering. You quickly learn who brings value here and who post to garner replies.

Filter it GGP and you won't need to listen to it. Anyone claiming that Antipa is not worth discussing despite them holding prime ground in the Paterson next door is a fool. Only thinking of themselves and not the thousands of others on this BB who may want to know. Sadly many like it only post about themselves and/or having a go at others. Same each week. It only talks about itself from the 80s/90s, snooze. I am only concerned about making money from GGP. Couldn't care less what it drinks and thinks.

I am not Bamps, but do have a view as I am sure we all so. We know Hav needs about AU$800mill or whatever the figure is to develop it into an operating mine. This can be funded from Telfer's cashflow plus banking facilities (if needed). Dividends and the like a probably 5 years away IMO as the cash already is spent on the CAPEX program.

We do not know any details. You can read recent RNS's for what is publicly stated. We cannot add anymore information other than what the company has stated. GGP will conduct a UK roadshow for shareholders when they are ready to share the details.

If NST buys DEG then I see GGP aiming for number 4 on this list to replace DEG. There will be one less Goldie on the ASX if DEG gets bought out, so GGP can take its place and the investment monies DEG currently have. The DEG investors will take their profits and then look for the next multi bagger… and boom 💥 GGP enters the ASX scene ready to do just that. Very good timing.

https://www.listcorp.com/asx/sectors/materials/materials/metals-mining/gold

Shaun openly says he will not comment on the share price … in all interviews I’ve heard he always says the same. SC has no credibility, speaking through forked tongue.

When did Shaun allegedly say this… “as SD said a while back, 'he does not want a £1 sp pre ASX listing' This scenario could complicate the company's alleged strategy to keep its post-consolidation share price below £1”

Their market cap was AUD$50mill last year and now it’s $180mill so the marketing of Antipa has been reflected by a 3 times increase.

Https://x.com/hinds_stuart/status/1883937163991253411

Thanks Bamps. I hope the FS for Havieron in H2 2025 is a beast and surprises us all to the UPSIDE. GGP have had 3 years to think about this and come up with the best plan to maximise returns from Havieron. This includes multiple declines and conveyors etc to increase the ore output given the ability of Telfer to process 10mT per train.