Member Info for MH01

Is today the first day of the new ISA? Could be that round "sells" are those selling from an investment account so they can rebuy in their ISA account.....

We are due a quarterly update later this month. If you look on GGPs website they provided a quarterly update in January, so in a few weeks GGP will do the same and hopefully they can add in commentary around the Telfer sale.

Thanks for the essay pepper. Nice to see GGP is the first thing on your mind!. We are all waiting on what happens next so all of the conjecture here from us all on what may happen is just that. You get so worked up via your essays. Chill out. Given how unusually quiet Shaun and GGP are over the last month something is brewing. I just hope the outcome is very pleasing for all shareholders.

More FUD from IoT as per usual. Hard to believe you’re a shareholder as you claim. You’ve never written anything positive about GGP. Gold companies had another good day on the ASX. Even the explorers like De Grey which is now at AUD$2.5bill market cap, around £1.3bill at current exchange.

8 bagger according to Don. Using today's FOREX rate $3.4bill = £2.7bill.

Using 5,168million shares on issue = £0.52 pence a share. That is Don's target, basically 50p a share.

This is Don back on October 2023 when share price was around 6p and Newmont had not informed the market they are selling Telfer and Havieron.

Don notes he is using 200,000 ounces a year in his calculations, $3000 gold and AISC $1300 (so profit margin of $1700). Which equals $340million pa of free cashflow. He uses a PE multiple of 10. Hence is valuation of $3.4billion.

Don notes that he values companies based on US$3,000 gold because of his high conviction that it is an appropriate price.

For Greatland Don values GGP at US$3.4billion based on $3,000 gold. Note his valuation is based on GGP owing 30% of Havieron as that was the case then and still the case now, for the moment. Therefore Don is using $3,000 gold based on an estimated annual production value, using an estimated AISC.

If GGP does buy Telfer and Havieron it would be nice to ask Don for a valuation update.

Https://www.youtube.com/watch?v=-5Je0nmFDFo

Note the gold price was around $USD 1,800 back in late October 2023 when this was recorded.

Https://twitter.com/DonDurrett/status/1776692641155191236

IMO the only reason we have not seen GGP up like these is due to the uncertainty surrounds GGPs future. Shaun has been very quiet since the Town Hall so I think this is due to GGP talking to Newmont and focusing on agreeing a deal for Telfer and Havieron.

Https://youtu.be/wOgHp0i-qIY?si=OKO6WbbdjP637jPb

Https://twitter.com/hajiyev_rashad/status/1776497988061266095

Https://twitter.com/wmiddelkoop/status/1776629207734378537

"Willem Middelkoop - Back to the 2011 high is another 3x"

So after selling why haven’t you just moved on like normal people do? You’ve already invested in Newmont as your gold investment. So PLEASE give us all a break. You always have to have the last word, or put your two bobs worth in. Why the fook do you even care now as you’ve moved on

… apparently… but alas hanging around like an ex girlfriend who won’t let go.

“I have my gold money for good or bad now in associated Newmont. Well-capitalised and loads of producing gold. We shall see.

This was always more of a punt. Squeaked out of it.”

74% of your posts the past 30 days are here. There is having an interest in a company, but you exude far beyond 'an interest'. Over 2,500 companies on LSE so where is your interest in anything else. Also you just keep repeating yourself. Your essay below is a rehash of what you've written the last month. Give it a rest, you've had a say on what concerns you, great, good for you. Now you've just become a 7th day Adventist knocking on my door wanting to push your opinions on all of us. If this place was empty of comments no doubt you'd just keep posting to yourself.

And yet here you are pepper day after day. You’ve got a hard on for GGP.

This year will be transformational. Rockets 🚀 at the ready. To the moon 🌙. Diamond 💎 hands time.

But the clueless don’t understand. Friday night fun. GGP is in the development stage. Moving from explorer to producer. Outstanding. Lassonde knows a thing or two doesn’t he.

No revenue. Just saying. Don’t listen to the uneducated.

Nice to see they took last week off during Easter and duly returned this evening. Christ alive some people need help. Don’t engage and they’ll have to talk to themselves. Why be drawn into some crappy dialogue with some random that means nothing to anyone. As I’ve said over 2,500 companies they can invest in on London and yet they are here, fixated on GGP. Must be worth that time to come here and post. Are they also posting on the other thousand companies… nah they love it here. Because GGP is the ducks nuts. Simple.

Https://www.msn.com/en-us/money/markets/gold-prices-are-soaring-and-the-mining-stocks-are-just-starting-to-catch-up/ar-BB1l7UKZ