Member Info for MH01

VALUATION:

We model GGP as a stand-alone entity and what the company could be worth were they to consolidate with Antipa Minerals / the Minyari Dome project.

• Stand-Alone AUD12.00/share risked NAV, WACC 6%

• Scenario Including Minyari Dome, AUD13.80/share risked NAV Both scenarios use a gold price assumption of AUD5,000/oz

https://www.chesteram.com.au/_files/ugd/01bd19_0810afcf36a44c269103644eb91812fb.pdf

Currency (fiat) will continually be printed and hence debased so no gold can only go one way. Still over AU$5,100 an ounce

Have entered the scene as SP is now up today, this is a screaming buy.

Investor psychology is interesting because when the price falls and a bargain if offered typically they will not buy, however when the price is rising they get excited and buy into the rise. When knowing the mantra is to buy low and sell high.

Rick is correct ... a rodeo ride indeed

Our next door neighbours https://hotcopper.com.au/threads/ann-expanded-gold-copper-discovery-and-extensions-at-minyari.8692186/

Why sell?

All shareholders are in the same boat. Big and small. GGP are acutely aware of their obligations and the share price change this week since the market update. They now need to make a mense.

..Too emotional rather than factual. Much larger shareholders than you involved here… Wyloo for one. This ship will turn in time. I’d suggest enjoying your life and not letting this blip eat at you. We’re all on the same boat including the Management Team and large institutional investors that recently bought in. It will take time for the results to be delivered and the market to see things are not so bad afterall.

ASX goldies today https://www.listcorp.com/asx/sectors/materials/materials/metals-mining/gold

The AUD gold price matters most.. over AU$5,100

Just filter posters who annoy, it is simple.

JP you are getting your currencies messed up. AU$14.5bill not USD for Evolution

The share price fell unexpectedly for us all..... we did not expect the FY26 forecast to have been lowered as it has been. Anyways, going around in circles about the spilt milk. It is done. Onwards and upwards. What else can we do.... sell, buy, hold ... that is it.

Ah a new poster who is a "I told you so type of guy" ... see ya. I don't need that in my life.

GGP's future story includes Havieron and this has been well indicated to the company. Therefore the FS to be released towards the end of 2025 is a massive one for GGP. We need it to be very good for a positive reaction. But that is months away. If you cannot hack the daily SP moves then go outside and enjoy summer. Moaning here will not change anything. Bad for your health.

So you know when the drilling results are being announced do you?

And you know what the results will include do you?

And note the timing of events.

Drilling results from EG and other locations. Lots of drilling this year so lots of potential RNSs that could catch the market by surprise.

2025 Annual Report in August/September, for the year-ended 30th June 2025.

Admission to ASX300/200/100 in September (rebalance date https://www.marketindex.com.au/rebalance-announcements).

Other ETF trackers buying us as we make the ASX300/200/100.

Possible admission to GDX this year, maybe in September.

Q3 results in October.

Havieron FS in November or December.

Gold, copper and silver are all flying so a supportive macro environment for GGP.

Too many crying over spilt milk. It is done. FR26 forecast is out there. Let's hope performance comes in at the upper end or even exceeds the forecast. We all need to wait and see. The gold is still there to be mined however, it did not disappear. The remaining catalysts for 2025 also remain.

The gold hedge in place is not necessary with the gold price being much higher, so GGP is participating in the spot prices.