RE: 10% move in gold today.29 Jan 2026 22:06
I enjoy your posts Sage. Keep them coming, very thoughtful and educated given your background.
GGP at the micro level has multiple catalysts upcoming regardless of the gold/copper/silver prices which is a bonus.
Catalysts for GGP to come over the coming months (if I have missed any let me know):
- Resources update in March
- WA Gov/Fed Gov/EPA to approve Havieron so the DTM can be published
- Hav to recommence immediately following EPA approvals
- GDX to add GGP, possibly in March upon the next rebalance
- ASX100 to add GGP, possibly in March upon the next rebalance
- Other ETFs to add GGP as market cap continues to grow
- Jan-Mar quarterly results report in April, margins just keep improving quarter-on-quarter, should be stellar and the cash in bank will be over AUD$1billion
- Drilling results from exploration programs (Ernst Giles for example)
- M&A activity perhaps