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The absolute size of this thing. Roll on the Quarterly, 19 days.

MH

I remember seeing that for every $10 increase in the POG, it effectively adds $20 million to Newcrest revenue. Something to bear in mind perhaps.

MH

Over at PRIM, a private investor named Rupert Labrum has been increasing his holdings, just had an RNS. Bodes well for us as obviously we know of PRIM's high opinion of GGP.

MH

I think it's important not to overlook GH's words in his article where he emphasises the benefits of juniors working with majors. When referring to GGP and NCM JV at Havieron he writes:
"Here the 20 million oz Telfer gold mine is an excellent example of how the industry is likely to replace existing deposits. Owned by Newcrest Mining, the largest gold producer in Australia, Telfer has been mined since the 1970s, but it is now approaching the end of its economic life. Yet the extensive infrastructure already in place, and Newcrest's extensive expertise - particularly in block caving techniques - means it can add significant value to prospective deposits nearby. This opens the door for Joint Ventures (JVs) with local junior explorers, as is currently the case at Havieron, allowing the gold major to extend the life of its mine by trucking high grade feed."
"At the same time for the junior, tapping into pre-existing infrastructure accelerates exploration of the discovery at lower costs and without the need for additional company-level dilution".

If these words from GH don't instil even more confidence, little else will. The trucking sounds like an already foregone conclusion and GH's reference to the value increase to nearby deposits because of existing infrastructure is very noteworthy. The final word on the impact this has on accelerating exploration of the discovery is the pincher for me.

MH

Which would incidentally mean 8 new pads, with 8 rigs...

Chart, I think there might be 2 new pads there, image is a bit blurry.

MH

https://twitter.com/NewcrestMining/status/1245954712488128512?s=20

Newcrest hiring a new senior Geophysicist to work "with exploration teams to integrate geophysical data with geological and geochemical data to aid in identifying potential Tier 1 and Tier 2 assets"....Interesting if they have more areas lined up for evaluation. Wonder where they could be?

2 years work completed in 1, now looking at seeing what was given a four year timeframe being completed in 18 months and Newcrest have skin in the game now. Roll on the end of this month!

MH

I've got the tingles

MH

Excellent to see two of our most prominent knowledge brokers, SK and PG, distributing their wares today and sharing their insight, we are all very grateful. Compared to other boards we are lucky to have such polite, verging on academic discussion.

31/32 days until the quarterly, look out for news in between re: Stage 3

MH

"The lengths to which gold miners have gone to reduce costs and capital expenditures and to avoid mistakes of the past could translate to a 40 per cent increase in free cash flow, on average, if the gold price moves from $US1600 to $US1800 (for senior and mid-tier miners). Gold is now selling on the spot market for about $US1633."

https://www.theaustralian.com.au/business/wealth/gold-set-to-shine-as-fearful-stockmarket-investors-look-for-safe-havens/news-story/d9300be72a3a27816c5444858b06fe7a

We'll see what happens. Lots of things ongoing which could prove positive for GGP and its shareholders.

Schlemiel - at the Rio Tinto Winu discovery play they've had around 11 rigs for a while, mixture of RC and DC rigs. This discovery has been ongoing for a fair bit longer than here at Hav and they have drilled over 100,00 meters by a fair distance. Sign of things to come at Havieron!

I wonder if the next update will contain any developments re: the environmental, geotechnical, and metallurgical studies that commenced back in January and insight into the potential stoping operation and/or bulk underground mining plan and the decline.
With 4/6 rigs across the last quarter of 2019 they managed 18,888 meters of drilling. With 8 rigs 24/7 for nearly half of this quarter I expect the number to be nearer 30,000.
Of course if the mineralised zone keeps expanding, meaning more step outs than infill drilling, this must have an effect on their studies and require constant positive editions to the findings which may mean it takes a while longer for them to decide the next steps such as where to put the decline.
39 days until the next quarterly update. PaddySat keeping us upbeat in these turbulent times as we enter the last week of Stage 2 and the dawn of a new era with Newcrest taking their well-earned 40% and really having skin in the game. Weak pound and low interest rates could all be beneficial in the long term.

MH

Correct Trucky. Slow day at work + loads of posts here since then, thought i'd reboot in case any newbies looking. Hope you don't mind!

MH

For anyone wanting to research and know the history and development of GGP at Havieron I’ve compiled all the videos available below. Also exciting to see how the targets at Paterson Range East develop after the upcoming campaigns the team have planned.

September 2016 Discussion on excitement at having stake in Paterson Region and acquisition of Havieron and history https://www.youtube.com/watch?v=YQ6wBn6uldo

January 2017 Discussion of business environment in Australia, brief mention of potential spotted at Havieron – Mcap was only £3million at this point! https://www.youtube.com/watch?v=yxb995LOzfQ

February 2018 Discussion of drill programme at Havieron https://www.youtube.com/watch?v=MkhOFMb9xao

June 2018 Results from first hole at Havieron https://www.youtube.com/watch?v=ML4RSvYeETs

November 2018 “world class intersections at Havieron” https://www.youtube.com/watch?v=8-A6fFYW5Cg&t=5s

March 2019 Farm-In signing https://www.youtube.com/watch?v=agy1J44JPYU

March 2019 Strategy https://www.youtube.com/watch?v=RVQ0R3gHjmY

July 2019 First Newcrest results https://www.youtube.com/watch?v=oXYYGANWXs0

July 2019 Identification of targets at Paterson Range East (PRE) https://www.youtube.com/watch?v=hvKZ4tfXu4E

September 2019 Second Newcrest results https://www.youtube.com/watch?v=yQeAajJOQxc

October 2019 Third Newcrest results https://www.youtube.com/watch?v=tcSOYQQ019k

October 2019 Outlining new targets at Scallywag in Paterson region https://www.youtube.com/watch?v=1tzBQu7U0rE

November 2019 New Targets at nearby Paterson Range East (PRE) https://www.youtube.com/watch?v=Mlr26pyeQLs

December 2019 No video but: “significant geochemical response” at the Goliath target in PRE
https://www.proactiveinvestors.co.uk/companies/news/908834/greatland-gold-unveils-positive-geochemical-survey-results-from-paterson-range-east-908834.html

December 2019 Fourth Newcrest results https://www.youtube.com/watch?v=sM-O0VvTRus&t=5s

January 2020 Fifth Newcrest Results https://www.youtube.com/watch?v=WitcQILs_Ec

February 2020 Sixth Newcrest Results and ‘Some of the best results ever seen’ https://www.youtube.com/watch?v=018d1gFWNTg

The building of confidence in GH’s voice over the course of time from back in 2016(!) up to yesterday, February 2020, is amazing. Good luck all.

MH

For anyone wanting to research and know the history and development of GGP at Havieron I’ve compiled all the videos available below. Also exciting to see how the targets at Paterson Range East develop after the upcoming campaigns the team have planned.

September 2016 Discussion on excitement at having stake in Paterson Region and acquisition of Havieron and history https://www.youtube.com/watch?v=YQ6wBn6uldo

January 2017 Discussion of business environment in Australia, brief mention of potential spotted at Havieron – Mcap was only £3million at this point! https://www.youtube.com/watch?v=yxb995LOzfQ

February 2018 Discussion of drill programme at Havieron https://www.youtube.com/watch?v=MkhOFMb9xao

June 2018 Results from first hole at Havieron https://www.youtube.com/watch?v=ML4RSvYeETs

November 2018 “world class intersections at Havieron” https://www.youtube.com/watch?v=8-A6fFYW5Cg&t=5s

March 2019 Farm-In signing https://www.youtube.com/watch?v=agy1J44JPYU

March 2019 Strategy https://www.youtube.com/watch?v=RVQ0R3gHjmY

July 2019 First Newcrest results https://www.youtube.com/watch?v=oXYYGANWXs0

July 2019 Identification of targets at Paterson Range East (PRE) https://www.youtube.com/watch?v=hvKZ4tfXu4E

September 2019 Second Newcrest results https://www.youtube.com/watch?v=yQeAajJOQxc

October 2019 Third Newcrest results https://www.youtube.com/watch?v=tcSOYQQ019k

October 2019 Outlining new targets at Scallywag in Paterson region https://www.youtube.com/watch?v=1tzBQu7U0rE

November 2019 New Targets at nearby Paterson Range East (PRE) https://www.youtube.com/watch?v=Mlr26pyeQLs

December 2019 No video but: “significant geochemical response” at the Goliath target in PRE
https://www.proactiveinvestors.co.uk/companies/news/908834/greatland-gold-unveils-positive-geochemical-survey-results-from-paterson-range-east-908834.html

December 2019 Fourth Newcrest results https://www.youtube.com/watch?v=sM-O0VvTRus&t=5s

January 2020 Fifth Newcrest Results https://www.youtube.com/watch?v=WitcQILs_Ec

February 2020 Sixth Newcrest Results and ‘Some of the best results ever seen’ https://www.youtube.com/watch?v=018d1gFWNTg

The building of confidence in GH’s voice over the course of time from back in 2016(!) up to yesterday, February 2020, is amazing. Good luck all.

MH

Thank you SK. Always good to see this list expand and bang on about the Figs from the release. Scale increasing here.

MH

SK have you got an updated list of the drill holes and their respective meters of gold/gold equivalent meters and considerations whether outstanding, very good, good etc?

I reckon on the completion of Stage 2 and having a Newcrest percentage ownership of the asset will see more institutional funds appearing on our books as that will be the sign which says "DERISKED", which (apart from any major black swan events) I think it seem we apparently need stamped on our forehead for others to understand what we have here and to take a proper look.

MH