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A few interesting tid bits on the new presentation:

- SLIDE 5: As at 30th June 2023 - Cash £31m, Debt £42M, Standby Wyloo debt facility £26m. Hopefully it means we have enough cash to get to first revenue from Havieron, and consequently AVOID a fund raise on the ASX and AIM.

- SLIDE 9: De Grey Mining is only an explorer/developer like GGP is, and it has the 4th largest market cap on the ASX for gold companies. So should GGP match De Grey once FS, DTM and revenue commences in 2025 that is a 3 bagger from here..... AUD$735m times 3 = AUD$2,205m. De Grey = AUD$2,222m. In other words, plenty more UPSIDE than downside from here.

https://greatlandgold.com/wp-content/uploads/2024/02/Greatland-Bell-Potter-Unearthed-14-Feb-24.pdf

Impossible to answer that. It was noted as a cross listing without dilution. Until the event draws closer and the decision is made by GGP we cannot know. GGP staff will be impacted by dilution themselves so I’m sure it’s something they want to avoid.

Impossible to answer that. It was noted as a cross listing without dilution. Until the event draws closer and the decision is made by GGP we cannot know. GGP staff will be impacted by dilution themselves so I’m sure it’s something they want to avoid.

Newmont bought the shares of Newcrest. Clearly the corporate company Newcrest still exists, just owned by Newmont. No biggie.

For GGPs Board / Team to become wealthy 💰 via GGP and their share options they need to monetise our asset base. 📈 Several routes include becoming a cash earning profitable miner, and ultimately enticing new investors to buy shares based on our enhanced financial metrics.

The reason the large tech stocks valuations are nosebleed is because of the global money buying into shares. Now GGP will ultimately be listed on London and Australia. For London GGP needs to move off AIM to FTSE if it wants to bring in the general fund monies. In Australia on the ASX if they can be a large enough market cap then ASX200 and 100 are possible, meaning lots of general fund monies looking to invest as already mentioned.

I am happy to see H2 2024 for the ASX, this bodes well with timing of the FS and DTM. The ducks 🦆 are hopefully aligning in 2024 for the Lassonde Curve to kick into action.

If GGP can make the ASX200 and ASX100 then more managed funds will have to buy GGP shares. Let’s hope the Boards game plan pays off handsomely for all shareholders 💰 📈

That answer from Tom for me means it’ll take time to complete such a detailed review and plan what next for each asset.

Evolution Mining was linked to buy any of Newmont’s mines after the Newcrest purchase, including Telfer. After listening to this from 22 minutes it doesn’t sound like it would be financially prudent for Evolution… their recent financial figures aren’t impressing these guys…

https://youtu.be/kjTtll6T1rM?si=Wbwarw97Ffn8RyDn

Let’s not build it up as has been done over and over here on various announcements.

The dam wall collapsed it seems. Reminds me that Telfer has a crack in it's wall that is being attended too, was announced a few weeks ago.

Shame only Sisu is aware of the 'leak'...... I was hoping for a stampede of new investors looking to cash in

Personally I see only two parties involved at Havieron.... Newmont and us. For me the only way a new third party enters the scene is to either buy Newmont or buy GGP.

That leads to 3 scenarios ..... (a) the current JV continues, (b) Newmont offers to buy GGP's 30%, (c) Newmont offers to sell its 70% to GGP.

Https://archive.ph/cn1ZD#selection-1823.0-1827.153

"Winu was dubbed Rio’s copper whopper after a 2017 discovery that saw the miner rush to boost its exploration footprint in the region from 1,000 square kilometres to 12,000 square kilometres."

Red. Rio will not be bidding for GGPs 30% of Havieron in my opinion, back to the beginning shall we. Wishful thinking. It’s in Newmont’s interest to talk up the value of Havieron as they currently own 70%. They can’t trick GGP into selling our 30% to them. Anyways. Pointless discussion really as we have no say on what will happen .

Out of curiosity I looked at Winu and the status:

See page 16.

https://cdn-rio.dataweavers.io/-/media/content/documents/invest/financial-news-and-performance/results/2023/rt-half-year-results-2023.pdf?rev=aaa4f8d044f54bcb8489076cbd8d1bbd

Rio’s JV with GGP allows GGP to earn an interest of 75%. That says to me Rio is happy to retain a small interest in any upside however Rio want to effectively pass the property over to GGP. That’s not an indication of a company looking to stick around the Paterson.

Their Winu project surprisingly has stalled when it seemed at one point a few years back Rio were looking to expedite the project and construct a mine.

Rio’s market cap is presently £92billion. Newmont US$39billion. Rio is not looking for small interests to JV into. They want massive massive projects. This is why I conclude that suggesting Rio will make a bid for 30% of Hav if Newmont try to “lowball” offer, will not occur. I cannot see them be interested in Telfer and Havieron. They’ve sat on Winu a few years now and are focused globally elsewhere.

https://polaris.brighterir.com/public/greatland_gold/news/rns/story/r77q27r

RIO want copper eg. Winu

My thoughts on this comment and all are my opinions:

- RIO are not interesting in gold ... look at their website, gold is not a commodity listed. Yes copper is but our 30% of Havieron is hardly moving the needle for RIO https://www.riotinto.com/

- RIO are not interested in a 30% JV with Newmont as RIO is a major and will not be a junior partner to Newmont.

- If Newmont makes a massive bid for our 30% then it also means their 70% is worth a massive number, and it may make their own share price move up for an asset currently undervalued by the market

"I personally think that Newmont have a tricky decision to make if they think they can easily buy out our 30% of Hav. Pitch it too low and not just the fact that hopefully we will be able to reject it, but also they may open the floodgates to counter bids from elsewhere (Rio for one?) I am in the camp that just hopes the JV Partnership moves forward at pace and little GGP morphs from just an explorer but into a full blown JV Partner mining outfit, on the biggest Gold/Copper find in decades. Just my opinion."

Bamps wrote "I personally think that will dismiss rumours that they will dispose of it." That is very different to your comment Goggles. If Newmont want to make a bid for Havieron bring it on, it will boost GGPs share price that is for sure.

* wouldn’t be surprised if they offer to buy our 30%