Member Info for MH01

Https://kingworldnews.com/if-you-are-worried-about-the-action-in-gold-silver-take-a-look-at-this/

Https://www.afr.com/companies/mining/newcrest-keeps-telfer-s-home-fires-burning-for-havieron-20210812-p58i75

It is worth looking at where GGP is at operationally today, and what is coming up in the next 12 to 24 months operationally. Yes the share price sucks balls, nobody can dispute that. However as a price point today is an attractive investment IF YOU BELEIVE the share price will be multiples from here in the future. Much to come operationally that should change the share price direction.

The Lassonde Curve is not just something made up by Pierre, he studied about 30 companies to write his paper which produced the Lassonde Curve. Pierre noticed the common trend of the share price falling after the initial discovery excitement, all the way to the production stage of the mine life. His theory appears to be applying to GGP.

Many theories........ only time will tell. We are all mere passengers on this boat. We disembark when ready.

Personally I prefer having Newcrest/Newmont run Telfer and Havieron, and GGP just earn their 30% share of revenue less tolling expenses. Almost like a royalty company. Newcrest/Newmont can tap into their global resource pool of expertise and incorporate all that knowledge into Telfer/Hav in order to produce the best outcome for the bottom line. GGP going solo on Telfer/Hav would not be able to replicate this. I just don't think the pain is worth the gain. This "starter mine" for GGP can then allow GGP to look further afield using the annual cashflow.

The booklet linked within, when available, should provide more details. https://www.newcrest.com/sites/default/files/2023-09/230907_Court%20approves%20convening%20of%20Scheme%20Meeting%20and%20distribution%20of%20Scheme%20Booklet%20-%20Market%20Release.pdf

Newcrest own 70% of Red Chris as well so Newmont may be okay with business as is, we just wait and see how it all transpires

Interesting insight here into what the majors are looking for in their projects… timing of this video aligns with hydro’s post ;) https://youtu.be/bVxwrDLmfl4?si=oI1zt_1zL9jeSILd

High grade, high margin, long life, scale/size… it’s what the majors want. Telfer+Hav surely fits the bill. Combined with the exploration upside surrounding Telfer there is plenty of reason for Newmont to retain it.

Hydro believes Newmont will not divest Telfer/Havieron and hence GGP will not be required to raise further cash… https://www.ggpchat.co.uk/viewtopic.php?t=780

Https://www.youtube.com/live/ze7bnTIfaVs?si=IXV_XdzstEfdgWAq

Think about what GGPs net income would look like next year and beyond if/when this comes to fruition

"Warren has a wealth of experience, having invested capital in the natural resource world on behalf of notable entrepreneurs including Andrew “Twiggy” Forrest, Li Ka Shing, Brett Blundy, Jack Cowin and John Singleton.

He previously managed CEF Holdings throughout the 2010’s, having set up CIBC’s metals and mining team in Toronto. In addition, he’s acted as adviser to the likes of BHP, Rio Tinto, Anglo American, Falconbridge, China Minmetals and Zijin.

He currently manages Queens Road Capital, a TSX-listed (TSX: QRC) natural resources fund, which is well known for its use of convertible debentures in the resource world."

I am of the opinion that Shaun has been transparent. However he cannot give us his weekly schedule and an update every single week. We heard from Shaun a couple of times a month it seems and that is a lot compared to most other companies.

But the guy DOES NOT work for Wyloo...

My mind wonders to how many in Australia are catching on to GGP.... if they think this a bargain down here and content like this is spreading the word.... surely it is just a matter of time before the herd arrives

The guy said GGP is "underrated" meaning it is a good investment !

YouTube link to share?

This is why countries like Australia are so much better to operate within

Culpepper, "fully funded" as you write. That is why I am so confused as to the narrative for another raising. In a year GGP will be earning its first ever revenue. Fingers crossed the fear and concern is unwarranted in the fullness of time.

Errr I don't want Gervaise back.... thought that was clear in response to the idea he is the saviour

Lassonde Curve, Judas Gervaise played us like a fiddle.