Member Info for panama

I would liked them to have tackled that question Magic. Shame they didn't!

ATB

Thanks MH...roll on $3000p/oz and subsequent exponential rocket launces to value!

ATB

Caught up on the gold webinar with the highly respected and eminent golden oldies featuring on it.

Extremely interesting discussion on the future of this bull market we have entered in PMS mainly gold and silver speak.

Of course they are heavily invested in this market but as a result extremely knowledgeable and follow alsorts of charts; analyses; market data; etc etc etc. So worth hearing 100%

Speedy's predictions for past years, certainly came into the conversation at times....so at the top end incredibly high forecasts for gold levels.

I came away with a few soundbites that appealed hugely in our case though, for those of you who don't want to research into heavy PM speak (you should by the way if poss!):

On miners:'' they'll be free flow cash monsters'' (if this all comes to pass, which in my view it currently is!)

''we have entered a bull market for the 'risk free' as opposed to the 'pseudo-risk free' (ie dollars etc)''

Re copper- ''you're always going to need copper to transport your electricity''

Range of forecasts....Christ it was from where we are now up to some $ 19 000 p/oz in 12 months...

However Pierre Lassonde (inventor of the curve himself and a billionaire through it) thinks more conservatively in the near future to around 3000 Plus ish.

That'll do us.

C'mon Shaun! Get a move on before NEM change their minds!!!

GLA!

I'm sure a lot of you won't agree with me but though there are clearly paid bashers on the board at opportune times (for them!) to pile on the negativity. I do also think there is a little hysteria unnecessarily over the likes of CP anD F2 on here at times and over on ggpchat.

Many of the snipers are innocuous and simply bored or born whingers with nothing better to do!

Now on ADFVN...a ton of bashers galore! Shameless...and priceless for their inane commentary all at the same time!!

Focus on what you believe and stay on course if you are here for that reason. Otherwise ignore the lot!

GLA!

Silence can be 'golden'!

My hope and vision is of SD peddling furiously beneath the waters surface with a view to causing a future tsunami to shake up the Paterson once he has negotiated a deal!

I get that it seems we are unloved. After all NCM purportedly walked away from a further 5 % and NEM walked away from the lot!

A deep cavernous orebody with an ailing milling plant alongside it, may well not to be to everyone's taste and they can afford to move on.

SD on the other hand, is trying to form and grow a new' kid in town'...a tiny explore turned miner who will grow with the region and with his formidable team of heavy hitters.

All someone needs to do is water the grass that is the Paterson, because there are a ton of tenures waiting to be groomed, watered and nurtured to bloom hopefully into new golden trees across that currently barren looking dirt!

I hope I am right. I think I am right. Hence I am holding tight!

JK Rowling's Harry Potter got rejected by hundreds of publisher's before one took her on. More fool them!

GLA!

This article was one of my favourites last year as Charles had a good way or articulation GGP with clarity plus of course , I’m in agreement with his analysis at the moment.

But here’s what truly keeps me here … despite the rollercoaster & these lowly lows in SP :

“ other than the strong financial position, the key point to understand is that half a management team of one of Australia’s most successful miners is now running the GGP show, financially backed by its multi-billionaire founder. These people do not back losers.

And they don’t care where the share price is now — they care where it will be in a few years.“

A lomhterm strategic golden opportunity especially if Shaun buys back the farm. And you can be sure he wants to. That I know !

GLA and it’s a great pity that the world has to descend into chaos to elevate gold even further but sadly for this reason on top of macro economic forces currently ; elevate it will !

I forget the movie which is turning this quote into reality but I do recall the words....

'Gold, like always, will be the only remaining currency with any credibility.

its value rising exponentially.

Anarchy will follow with the world reorganising itself.

Gold … as always .. will be the only currency you will be able to buy a sticky book with ! …'

Brilliant!

And perhaps change the subject line and matter? Some things matter.

Others clearly don't so why belabour them?

GLA!

The key:

advised newmont corp. on the landmark a$29bn acquisition of newcrest mining

justin mathew

linkedin

experienceexperience

greatland gold logo

principal, corporate developmentprincipal, corporate development

greatland gold · full-timegreatland gold · full-time

feb 2024 - present · 3 mosfeb 2024 - present · 3 mos

perth, western australia, australiaperth, western australia, australia

lazard logo

lazardlazard

full-time · 2 yrsfull-time · 2 yrs

london, england, united kingdomlondon, england, united kingdom

investment banking associateinvestment banking associate

jul 2022 - dec 2023 · 1 yr 6 mosjul 2022 - dec 2023 · 1 yr 6 mos

- advised newmont corp. on the landmark a$29bn acquisition of newcrest mining

- advised ****stani soe’s on the reconstitution of the globally significant c.$9bn+ capex reko diq copper development project (jv with barrick)

- advised major steel player on a marquee steel industry public bid process

- advised private consortium on the lbo of the base metals division of a large miner - terminated

- advised newmont corp. on the landmark a$29bn acquisition of newcrest mining - advised ****stani soe’s on the reconstitution of the globally significant c.$9bn+ capex reko diq copper development project (jv with barrick) - advised major steel player on a marquee steel industry public bid process - advised private consortium on the lbo of the base metals division of a large miner - terminated …see more

investment banking analystinvestment banking analyst

jan 2022 - jun 2022 · 6 mosjan 2022 - jun 2022 · 6 mos

natural resources

Now if 'that' isn't a sign...what is? :-)

Trust me...if there was any hint of us getting bought out the SP would escalate! Not be sitting at 6 pennies!!

This is a low and a lull whilst there is uncertainty for the main markets at large, given the flux between Newmont's acquisition and divestment strategies, which are ongoing clearly!

We know they are divesting but as yet we do not know concrete outcomes and neither does anyone else plus we are not yet a producer.

It is frustrating, yes, but not surprising given we are in flux. The stakes are high but the opportunities are now there....so make your own investment choices.

'The darkest hour is always just before Dawn' .....etc

but it is always high risk..high reward. It is always a choice!

Shaun does NOT want 30% of Hav or Telfer for that matter.

This is his big opportunity to start a new gold- based mini GGP led country in the Paterson...and we all hope it is 'elephant' country when he achieves it. We are treading water until such time he manages to secure it; show us all his strategic plan and costs going forwards, who our partners are, and when we can move forwards!

GLA!

Let me know when it gets to a baseline of 20 p ….then we can look forward to real action !

It will happen if our ducks stay in an orderly row.

The opportunities for us are now showing themselves.

Exciting !

Thanks MH

Speaks to Shaun’s listing ASX campaign

Roll on ASX and Aussie pension funds input

Hi Droverman.

Agreed. Though I suspect it will be a bit more then 200m inclusive but I’m sure that SD & the board will get the best deal they can !

Absolutely Sojourner!

Sojourner - my thanks for posting this link to the Michael Gentile video interview

.

It’s extremely interesting. A few on here should watch it. It talks to the bull & bear gold markets. We are entering / have entered a bull mkt now clearly !

It talks to explorers and junior miners and the requirements they need to pull off the chance of a 1 in 500 chance of a discovery leading to actually being mined. Etc.

It talks to board and management requirements. And to the workforce and skill sets required in the actual miners themselves and putting an A rather than a B team into production capacity and capabilities.

It talks to a whole lot more that describes in my view here , that we as a company are amidst a perfect storm.

We have the jurisdiction. The board. The leader. The asset. The market. Plus critically the opportunity and the timing to pull off a 1 in 500 chance to make this work with the expertise , manpower , capex capability and milling requirements needed plus at low cost hopefully to make this happen; multiply in due course and work

A major coup to pull off first but I’m confident we can do it.

I am excited !

GLA!

Catching up so apologies if I have missed some of the threads; but my post is around the musings on here about NEM potentially changing their minds around divestment of Hav and Telfer.

IMHO they are not likely to change their minds. Sandeep may well have been and almost certainly WAS playing games in the 5% option stand-off, for example; however as others have said, we are not yet a Tier 1 (tho I believe we have the potential to become one ) and NEM have bigger fish currently to fry; need some readies post acquisition of Newcrest; and in Telfer they see a huge liability and are not 'agile' enough as a company to waste their time on it and a deep and as yet small new discovery (relatively speaking)

We will go for the lot if the BOD and SD have their way and become an agile mid tier miner and explorer. If Winu and other satellites eventually feed Telfer and we get new strike/s then SD WILL become Prince of the Paterson, and the gold price, the copper value , the cost savings in being a leaner operation and the conversion rate of our find at 86% and the net profits of having copper, amongst other minerals, will lend itself to future major profitability.

There will likely be many road bumps along the way, so I don't think it will be quick or easy. However, if it comes off we will all eventually be 'better' off.

AIMHO

GLA!

He’s= he’d