Member Info for mrmork

I've just caught up, so he's still aiming to make it, flight arriving 1845ish, hoping to get to the event for 2000 and the venue is staying open until 2200.

What's tickled me though. if a number of you are meeting at the Cheshire Cheese for 1600, how many are going to actually make it :-)

Thats dedication Pete!

I'm attending via webinar, the time on the steam says 1600 but everything else say 1800. I'm assuming 1800 is the correct time?

Fingers cross SD makes it in time and you all give him a standing ovation

Hi FrakturHaaz,

It's mentioned in the RNS and on the forums, but I appriciate it's not a common process for investors to go through.

There are a few changes:

- GGP is changing it's name

- reducing the shares in circulation (if you own 20 shares, you'll get 1 new one, if you have 99, you'll get 4 new ones, 100 = 5 new ones).

- listing on the ASX in a dual or cross listing. Theres a difference but I can't remember what is what!

The key takeaway, is the shares will continue to trade on AIM, you will continue to own shares that can be freely traded. There will be no real difference other than ASX investors will have the opportunity (or obligation in some cases) to invest in GGP through their local exchange.

KingJoe, thats exactly my thoughts. From what I've seen they have an opportunity but have refused to say whether or not the cost of a small drill program is covered

Lets face it, none of us are going to complain if Tymers is right.

That's a chunky buy, 9,065,289 shares at 13.36399p.

Anyone here I wonder ..?

I was actually looking at this yesterday, trying to find out exactly where Juno is and the history.

Correct me if i'm wrong, but it looks like Calum had the licence 2015-2019, found something but wasn't able to take it further. I don't if this was because he was working with GGP, couldn't get funding ... but he knew the size back then.

He then got another licence in 2023 (iirc), did some higher quality scans, probably went out to a load of explorers/miners and said I've found this, help me. So GEO have taken it on, paid Calum £250k for 80% of the licence, but GEO have to pay all costs until they're ready to mine, no costs on Calum.

From what I can see, GEO don't have much of a track record (also accounting for the name change), but hopefully between them all they can get some rigs up and drill. It looks like a hilly area, but they have access via a track so less to worry about there. There's a history of Gold in the area and the scan shows a huge anomoly so something is there. It's also interesting that they went stright ahead and bought all the surrounding licences.

Thanks TT>

I've registered for the webinar.

Some of the comments i've seen have been from posters who are hardly new to GGP, infact one has been invested for 8+yrs!

Then there's the constant POG comments, argh!

Another 6% today.

I always wonder what's a sensible proportion of your portfolio to hold in punts like this. I'm currently at around 2.5%

Can't say I understand charts like that, it looks like a 7yr has been let loose in paint.

Iron, Thanks for the Clean lithium tip. Looking them up and it could me promising.

TH, I've been pleasantly surprised by the share price performance. I think the last week shows that countries needs to secure their natural resources and can't take global trade for granted.

I never knew we owned 9% of them.

I saw a few months ago someone said you can get shares on the ASX via AJBell if you fill out some forms, but i can't find antipa on their site

For me, ISAs as I need the flexability of being able to get at the cash.

However, what happens with a SIPP once you're at 58(?), can you pay in cash, get tax relief then immidiate pull it out or is there a mimimum time it needs to be left for?

Thank you Daz, i've never seen the 3d model before so I for one found it interesting.

Afternoon, this might be of interest to some.

Antipa have released an RNS stating "Antipa retains 100% ownership of the project which fully surrounds the Minyari Dome Development Project area and its 2.3 million oz of gold plus 83,500 tonnes of copper, 661,000 oz of silver and 13,000 tonnes of cobalt Minyari Dome Mineral Resource Estimate ". Havieron is estimated at 7Moz as a comparison so it's not small cheese.

This could be important, our licenced areas crisscross and we're drilling a few hundred metres away from them in the parklands area. They will also likely use Telfer to process their finds, making them a possible takeover target.

https://antipaminerals.com.au/upload/documents/investors/asx-announcements/250409053548_25-04-09-AntipaMediaRelease-IGOPatersonProject-FINALv2.pdf

I think your first line says it all, DEI and ESG is out of fashion and ESG has been dirt for a few years now. All things ESG are undervalued if making money or dead if not.

SEIT covers the div, the business is based upon busiesses saving money for other business and consumers. I believe they're all longterm contracts, but that benefit is now reducing because of cheaper oil. They are hedged against dollar movement, however there is debt on the SEIT books and the individual businesses, so the spike in US borrowing costs won't be good. Also as an income stock, the yield here needs to be 'X' amount higher that can be achieved elsewhere, so if US yeilds continue to increase (which looks likely if China start selling bonds) then the yield here will need to go up to, plus take into account the extra debt costs.

That said, I still believe this is a great long term hold for those seeking income, it seems well run and the div has increased each year. I believe the falls over the last year has been caused by a rotation away from ESG by some of the orgininal investors and pesnsion funds.

DYOR - MM

It's strange, I expecting this to pop, it's a bargain that could actually benefit from tariffs and lower rates, but cheaper energy might not help it.

Exactly the same here, topped up and vaperised 4% of it :/

Interesting heat map straight off at about 00:30. I can't quite get over how gold miners have been lumped in and are down so heavily. Some will be etf index funds selling off, but it cant be as simple as that