Member Info for MH01

It is not just superannuation funds (pension) funds in Australia that could be interested. Think about the various ETFs as well.

Depending upon the market cap on the ASX we could qualify for the ASX 300, ASX 200, ASX 200 Resources, etc. If GGP can list on the ASX and then make various ETFs we could have many many new buyers of GGP shares. I trust the Board as they know this. A lot of UK investors do not as they have no experience of the ASX. Hopefully the Tribeca interview has now convinced you as to the merits of the ASX. The AIM is no longer the best market for GGP so a dual listing is best.

https://www.marketindex.com.au/

Wyloo 430mill shares. Tribeca 130mill. Pacific Trends (former Hav owner we bought it off) 138mill. Callum Baxter around 100mill to 120mill (80mill’ish plus his allocation once Starvest was delisted and closed down).

Add the GGP Board and Management Team current holdings plus share options. Up around 500mill’ish in aggregate across all staff.

Add Wyloos share warrants.

All holders are aligned with us for a share price at multiples of today, without dilution.

Page 5…. Tribeca is a top 10 shareholder

https://greatlandgold.com/wp-content/uploads/2024/03/Greatland-Corporate-Presentation-March.pdf

Https://polaris.brighterir.com/public/greatland_gold/news/rns/story/w08ypnr

https://polaris.brighterir.com/public/greatland_gold/news/rns/story/w13766r

130million shares for Tribeca. They are aligned with us for a massive share price rerate.

Https://youtu.be/841aUsKRVe8?si=Aa2sPTNlGrUOGDsp

They also own shares in GGP. GGP wanting to list on ASX. 🦆 🦆 🦆

"The activist’s push adds to pressure on London as mining companies look to other bourses such as New York, Sydney and Toronto to gain higher valuations, after BHP shifted its primary listing to Australia in 2022." https://www.ft.com/content/fde4cadb-f0ba-469c-8f9c-f646de38963e

GGP also want a higher valuation so 2024 could see all the ducks aligning.

Tribeca asked Glencore to move their listing...... they also have shares in GGP. Interesting.

https://www.mining.com/web/tribeca-investment-asks-glencore-to-move-main-listing-to-sydney/

Https://twitter.com/Zaffaraya/status/1768188543728304286

Lassonde Curve-esq

Https://twitter.com/SaharasCharts/status/1768233360336331024

The price Newmont will take will be determined by what potential buyers are prepared to pay, rather than what Newmont will want, I am assuming Newmont will still divest Telfer+Hav despite the price received.

The AISC is too high for Newmont, the annual gold/copper is too low for them, so it makes sense they just drawer a line in the sand at some point and let it go. GGP does have a front row seat in the negotiating so hopefully they can get it done.

In terms of timing the sooner the better as Callum said on the Liam interview.

Https://www.investorschronicle.co.uk/news/2024/03/12/where-not-to-invest-as-the-gold-price-rallies/

- Some major miners have underperformed the gold price for a decade

- London miners and royalty companies could provide better value

Where else to go?

We are more bullish on London’s crop of mid-cap miners despite the more concentrated risk that stems from backing companies with fewer mines in operation.

Https://www.reuters.com/markets/commodities/chinas-top-copper-smelters-agree-production-cut-amid-raw-material-tightness-2024-03-13/

Https://www.mining.com/web/copper-price-soars-to-7-month-high-on-chinese-plans-to-cut-output/

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

copper

Https://goldprice.org/gold-price-australia.html

gold and silver perking up today

Callum suggests investors look up the Lassonde Curve as mentioned here often. Even Michael Gentile referred to it in his latest interview shared here. Must be something to this LC then ;-)

Https://www.youtube.com/watch?v=iB9aMxKV-bo

https://youtu.be/ib9amxkv-bo?si=75shj****gynxw2m

callum baxter ... "short answer, yes" .... when asked would he buy telfer.

Https://www.smh.com.au/business/companies/desert-gold-newmont-in-bid-to-convert-mines-to-cash-20240223-p5f7bc.html

""Newmont is not in a position to disclose projected valuations of any of our assets,” the company said when asked what Telfer might fetch."

"About a year-and-a-half before the Newmont merger, Newcrest’s board approved a $214 million investment in Telfer’s West Dome Stage 8 to extend the mine’s operations into 2025, forecasting the 2022-23 financial year’s output at between 355 and 405 thousand ounces.

The mine’s gold-copper concentrates are trucked to Port Hedland and exported to various smelters, primarily in Asia. "

"Newmont’s decision to sell its share of the Havieron gold and copper prospect, currently under exploration and development, may be complicated by its joint venture status with Greatland Gold, a UK registered company which owns about 30 per cent. Greatland was contacted for comment."