Member Info for Naughtyneil

Post tax FCF of $739m pa!!! Boom!!

Just managed to interpret your post. If you bothered to read Bamps posts, or more importantly, attend a meeting, you would realise that his research all comes from publicly available documents, notably Newcrest, Newmont and GGP mining reports. At meetings, he happily tells you which one. Instead of being lazy and obnoxious, why not try going to a meeting. You might just understand more about GGP, and the real potential.

Despite the decline in SP, there is still strong demand for shares. I could sell 8m at 0.3525. Looking forward to hearing what JH has to say on 9th December.

Morning Smart. Overall, I’m happy with this RNS, albeit that it indicates that the 50 aH prototypes will be delivered next year. Fingers crossed that the Stereax revenue is worthwhile.

Waiting for news of the release of the Goliath prototypes - promised before the end of the year. That news should see us break noticeably higher.

Plode - what is your problem. The only board you have ever posted on is GGP, and 100% are negative. There is never anything material, just negativity. This is over years. Genuine question - why???

Just to give this ‘pull back’ some context, there have only been 23 days, including weekends, all since 12th October, when the POG has been higher than our current level. Pretty insignificant really, particularly as the POG is still up over 20% over the last three months.

Looking much better. Ranger contract awards expected soon, with revenue in FY27. Investor meet on 9th December. Hoping for nice early Christmas lift!

Hi Monty. I emailed on 29th October, and he replied the following day. The following is part of his reply:-

Thanks for your support, Neil. We’re planning another Investor Meet Company session in early December — did you catch the last one? (It wasn’t mentioned in your note, so just wanted to make sure you saw it and are pleased with that forum.) I expect we’ll have some news out before then

Sounds positive to me!

Neil

The drop over the last few weeks is disappointing, but as already said, there is very little volume being traded. I mailed JH with my view that the lack of news is damaging the SP. He replied promptly, indicating that they are hoping to have an Investor Meet Company in December, but there may be news out beforehand. If Ranger is to benefit from ‘first mover’ status, there should be news on contracts, or at the very least, market interest. Patience is certainly needed here, but I remain confident that it will be rewarded.

After a great day of posts yesterday from Paddy, Bamps, pj, TT and Element, with research from 14 years ago, discussing real issues pertaining to GGP, Culpepper returns. Shameless claptrap now prevails.

Just catching up with Mortimer and Whitehouse, and Bob is saying that his best mate was Paddy Gall. Is this our Paddy?

Was given the name by a girl in the pub - due to my chatting up efforts!

Vanguard are Index Trackers. They therefore had to buy when we went onto the ASX200.

Yup - 592p to sell now. 👍

Yes, another positive step.

Hi Yank. I’d be sceptical of any article that says Ilika is a subsidiary of Iluka!

Looks like Denis did a good job last night, judging by the lift in SP. All we need now is the Goliath update confirming prototype delivery, and Stereax revenue news, and this will fly. Both/either could come at any time!

I have just sold 10,000 GGP, but it is not showing on LSE. I still retain a significant amount, but I have become top-heavy in GGP. It appears that LSE save all (or nearly all) trades of 10,000+ shares and report them after hours. No idea why, but it makes a mockery of their reporting.

SP recovered well to finish slightly down at Aus$8.26, or £4.05 in real money.