Member Info for MH01

Https://www.linkedin.com/posts/greatland-gold-plc-ggp-_havieron-ggp-greatlandgold-activity-6837987727808573440-PVZG/

""Simon Lawson

Managing Director at Spartan Resources Ltd

2y

Great comparison for size. Here comes the 20Moz gold and at least 1Mt copper metal!! Forward looking statement of course.""

Hopefully this works... examples of LinkedIn posts then read the comments

https://www.linkedin.com/search/results/content/?keywords=havieron&page=3&sid=xJC&update=urn%3Ali%3Afs_updateV2%3A(urn%3Ali%3Aactivity%3A7166537123255304192%2CBLENDED_SEARCH_FEED%2CEMPTY%2CDEFAULT%2Cfalse)

https://www.linkedin.com/company/greatland-gold-plc-ggp-/posts/?feedView=all

I have read comments from geologists on LinkedIn in the past, thinking 20mOz for Havieron. Worth finding posts from GGP and Shaun over the last year and two, then reading the comments.

https://www.linkedin.com/search/results/all/?keywords=havieron&origin=GLOBAL_SEARCH_HEADER&sid=tq3

Https://greatlandgold.com/contact/

Send a message to GGP. They have an email address on their website.

I read the transcript different to you, I read it as the BOOK value of the assets held for sale is $5.7bill which is not the price they are for sale. Instead the 5.7bill is the total capitalised costs spent over the years, the book value.

Each asset is on the market and the bidders will determine the price.... ie. 'price discovery'. $2bill total has been touted as the happy point for Newmont.

GGP is only concerned on Telfer+Hav. Dip referred to the Grant Samuels valuation from last year as a guide. The good news for GGP is that given Newmont's large portfolio they won't be concerned about being hard-nosed on a certain price per asset. Because their other assets are profitable and cashflow positive. Compared to a smaller company offloading and looking to get as much as they can, Newmont seem to want to rid themselves of their unwanted assets in order to focus on their wanted assets.

So I suspect buyers for the divested assets are hoping to nab a bargain. Shame we will not know who is bidding for Telfer/Hav and at what price. I gather we will only know once an agreement has been reached and can be announced.

Insightful Dip, thanks for the effort in composing your messages. It is therefore obvious why GGP cannot comment on Telfer/Hav. Newmont is the seller and there is a process to follow. And it is not an automatic given that GGP will buy both. GGP cannot make comment on someone else's asset sales, that's not their place. We can all assume that GGP is a contender to acquire both, and so we have to wait for an outcome. Which could take months, many months, we just don't know.

In the meantime we have to hope that Havieron is continuing forward and not stalled.

".Without volume and favourable market sentiment etc , sp's are going nowhere .This has nothing to do with SD , but has everything to do with the current AIM market climate ."

Spot on. I shared this video yesterday and 16min48sec Bob discusses this very topic. Volume, sentiment, and when to buy. Worth watching and only a few minutes of your time.

https://youtu.be/ML_xEzuVRf4?si=vJsaLki-cutwhKp4

"I do think a psychological game is being played here on GGP holders - gold and copper are ripping and looking like it's the start of the next long-term uptrend. To deflate the GGP price in this environment has 'force some pi's to capitulate in despair' written all over it. So if long term holders are feeling he pain here then they'd be wise to switch off and ignore until it eventually flies .."

I agree. The disconnect between the share price with the gold price, copper price, resource size, resource potential etc is surprising. Until we have clarity on the future direction of Telfer + Havieron I wonder how long this will persist for.

So contact GGP

Not a great quarter. Closed for a large part due to the tailings dam problem. Annual forecast is 230,000 ounces so 204,000 for 3 quarters. Plus 8,000 tonnes of copper forecast for a year.

https://s24.q4cdn.com/382246808/files/doc_earnings/2024/q1/presentation/Newmont-Q1-2024-Earnings-Presentation_Final.pdf

From about 16 minute 48 seconds … relevant https://youtu.be/ML_xEzuVRf4?si=NLE_R2nHuILFa6pR

"Lundin Gold (TSX: LUG) has negotiated a deal with Newmont to buy out the remaining stream credit facility and offtake agreement for its 100% owned Fruta del Norte mine in Ecuador, relieving the company of its debt obligations to the world’s biggest gold miner." https://www.mining.com/lundin-gold-becomes-debt-free-with-330-million-repayment-to-newmont/

"Cash is a preference but as can be seen with Lundin deal, they seem open-minded." - note the Lundin deal is for cash, split into two instalments totalling $330m. Lundin purchased both the remaining stream credit facility and offtake agreement.

Https://twitter.com/PeterSchiff/status/1783521278151770158

"Newmont Mining is now up 10.5% following better than expected earnings, but the rest of the mining sector is barely positive, with many stocks still trading down. It's as if good news from $NEM has no positive implications for the rest of the sector! Wall Street is still asleep."

Https://www.cnbc.com/quotes/NEM

Acechaser - search 'incentive' on GGP website within RNS

Https://twitter.com/shaun_day_/status/1783468490047041616

This highlights how bad LSE is versus other exchanges. ASX anyone.

Pointless arguing with strangers on the internet here. This company at some point, when they can actually do so and not beforehand, will provide a market update on the decline, the aquifer, and hopefully buying Hav and/or Telfer. In the meantime nothing we write here will change what the share price does. Nobody likes a falling share price. Either hold on for a change, or buy more, or sell. The Board know of their duties to shareholders. I am sure that Callum is not pleased seeing the share price given his 100+mill shares when he said to Liam he believes the company is worth a lot more, and he is patiently waiting like the rest of us. Wyloo want a return on their investment. Employees have incentives tied to the share price.