Member Info for MH01

Https://stockhead.com.au/resources/these-14-stock-experts-give-their-key-mining-picks-for-2025-part-one/

"Gold names were by far the best represented, with 15 of the 59 companies primarily focused on gold mining and exploration. Most are ASX listed, with three expected to plan listings in H1 2025, including the London-listed owner of the Telfer gold mine, Greatland Gold."

"Antipa Minerals (ASX:AZY) – Lion likes anything in the non-producer gold space and holds positions in all its picks. Antipa has a huge resource less than 40kms from Telfer, which is a great big hungry gold process facility recently acquired by Greatland Gold who plan to list on ASX. Greatland, of course, have the large and high grade Havieron deposit which is a similar trucking distance to Telfer, but is underground and will only ever provide a fraction of the annual tonnage the Telfer process plant can accommodate. Antipa’s gold project has wonderful valuation fundamentals to build a new mine and process plant, but it makes so much sense for Greatland to be looking at Antipa."

"Greatland Gold (LSE:GGP): We see UK-listed Greatland Gold as a standout in the gold sector following the acquisition of the Telfer gold project and 70% of the Haveiron project it did not own from Newmont on attractive terms. The group will list on the ASX in the first half of calendar 2025."

Https://x.com/AntipaMinerals/status/1871356529175331321

Is Omar here reading trybuy's posts? Why the retweet? Omar nobody of merit reads this website, no need to retweet as a one up to trybuy. Just focus on running the company!

Https://x.com/hinds_stuart/status/1870814924265374091

https://www.youtube.com/watch?v=fkN9UQOOJ7s

As Rick Rule stated and has been quoted ... we all have to wait for each quarterly update now which will report the true cashflows being generated at Telfer. This is known about. So all the big catalysts are coming in 2025:

- quarterly cashflow reporting for the first time in GGPs history

- resource update for Telfer

- resource update for Havieron

- ASX listing

- FS for Havieron

- drill results from exploration drilling

- hopefully gold over US$3000

GGP inheriting Antipa shares owned by Newmont is known, and included in all acquisition documents

Antigua - does that apply to all gold companies that are down on ASX and LSE?

Also the gold spot price has fallen $200US from $2800 to $2600. This also is a factor. All short term in the bigger picture though.

"I guess we are in with the gold producers now." - Newmont has taken a beating lately down 34% since recent highs. Northern Star 15% down from their recent highs. And GGP down 20% the last week! A lot of sector / market selling it seems.

Https://hotcopper.com.au/threads/ann-trading-halt.8372589/page-126?post_id=77132281

"Shaun Day has said a couple of times (including the Australian Mining Review interview of 20th November) that there is/was 500,000 ounces at surface waiting to be processed (that has now started) at Telfer over the next 15-18 months. With an AISC of US$1,454 per ounce and and the current gold price today of US$2,620 that is a margin of US$1,166 per ounce. Over 500,000 ounces that is over US$580 million and in Australian over A$930 million in the next 15-18 months. Havieron mine has to be finished and ready for production in 2027 at a further estimated cost of A$803 million but there is an Australian bank syndicate ANZ, ING and HSBC covering A$750 million."

According to this chat https://hotcopper.com.au/threads/ann-becoming-a-substantial-holder-greatland-gold.8376096/page-7?post_id=77131898

Any ”2023 leak” is unrelated to 2024 as the negotiations were agreed in March as per SD, at a much lower USD gold price under $2000! And the price agreed remained and wasn’t adjusted.

Greatland negotiated buying Telfer and Havieron in March 2024 and we knew nothing until September 2024… no leak.

Any chance you can use commas and full stops on your next post so I can read it better ??

You’re saying the share price is going to halve from here, then we list on ASX, it’ll then rise to back to here? 😂

Down 5%. Was $60 in October and now under $40.

Keep that in mind when moaning about GGP. Other gold companies aren’t shooting the lights out whilst we fall. Others are falling too.

https://www.tradingview.com/symbols/NYSE-NEM/?utm_campaign=ticker-tape&utm_medium=widget_new&utm_source=www.ggpchat.co.uk

Who is Greatland Gold? https://x.com/Share_Talk/status/1869431898163802154

Https://x.com/Share_Talk/status/1869666259903586732

Https://x.com/wmiddelkoop/status/1869653138699104405