Member Info for MH01

Https://youtu.be/CwKllJ_mj3c?si=vFblNjkmJK_QNHNB

BHP and Anglo are not in the mix for Telfer IMO. Too small for them. They have the cash to buy much larger better staged projects, that’s the benefit of being massive, you can buy the best.

I was expecting a quarterly update today

John my opinion is that selling Telfer + 70% Hav + other Paterson interests is complicated. Otherwise if it was easy a deal would have likely been agreed by now. Newmont made it clear they wish to divest. And we have had news of various parties being onsite at Telfer the last month, including GGP.

All we can do is wait. Also Shaun cannot inform us either as it is highly sensitive and not in our interests to discuss what is happening behind the scenes publicly, until it is time to make a public annoucement.

Https://docs.londonstockexchange.com/sites/default/files/documents/aim-rules-for-companies.pdf

Restriction on deals

21. An AIM company must ensure that its directors and applicable employees do not deal in any of its AIM securities during a close period. In addition, the purchase or early redemption by an AIM company of its AIM securities or sale of any AIM securities held as treasury shares must not be made during a close period.

close period -

(i) The period of two months preceding the publication of an AIM company’s annual results (or, if shorter,

the period from its financial year end to the time of publication); and

♦ if it reports only half-yearly, the period of two months immediately preceding the notification

of its half-yearly report or, if shorter, the period from the relevant financial period end up to and

including the time of the notification; or

♦ if it reports on a quarterly basis, the period of one month immediately preceding the notification of its quarterly results or, if shorter, the period from the relevant financial period end up to and including the time of the

notification;

(ii) any other period when the AIM company is in possession of unpublished price sensitive

information; or

(iii) any time it has become reasonably probable that such information will be required by these rules to

be notified.

Https://uk.practicallaw.thomsonreuters.com/3-100-3459?transitionType=Default&contextData=(sc.Default)&firstPage=true#:~:text=The%20Code%20prohibits%20directors%20from,possession%20of%20price%2Dsensitive%20information.

The Code prohibits directors from dealing in shares:

* On considerations of a short term nature.

* During a close period (defined in the Code).

* When in possession of price-sensitive information.

So tomorrow 7am we expect the GGP Q1 2024 quarterly update...

Monkey it’s April. Not December. The year hasn’t finished has it.

The guys we bought Havieron from sold a lot. So we know why share price subdued.

You focus on the wrong things. Bamps. Hydro. Paddy. Blah blah.

You have little faith but yet here you are

Wouldn’t negotiating for Hav and Telfer be considered a blackout period ?

Https://youtu.be/SSLQIySdTz0?si=3rCdgCBCVLPNcxCN

PALISADES GOLD RADIO - speaking of POG this guy thinks it could fall back to the $2k area and then take off for good. Really interesting interview and worth a listen.

Paul Johnson is just bitter as he chose to sell too quick

.

I don't understand the question...... the transaction is both a buy and sell. The buyer bought and the seller sold. Move on.

Nice buy by someone

Https://youtu.be/zXUq6kQQTf0?si=HMIkpsYBJCMe_M_m

Last quarterly was Thursday 25th January 7:00am. So I expect 7:00am this Thursday.

Https://www.investopedia.com/terms/m/minskymoment.asp#:~:text=A%20Minsky%20moment%20is%20the,overleveraging%20once%20prices%20stop%20rising.