Greatland 2026 & Beyond. GLA!1 Jan 2026 09:58
From Panama’s desk, with a seasoned eye,
Not crystal-ball fluff, but a grounded reply.
The year ahead favours method and proof,
Less market froth, more drill- bit truth.
Telfer keeps turning ;steady, controlled,
Cash flow, discipline, a story retold.
While beneath it all, anticipation brews,
As West Deep Underground proves up ,in place of just clues .
Havieron advances, assumptions refined,
Studies deepen, fewer blanks left behind.
The narrative shifts from “what might be”,
To scale, sequence, and certainty.
And then, the marker the market will see,
The Telfer much anticipated MRE,
Not noise, not theatre, but ounces and shape,
A clearer horizon, we eagerly await .
Expect recalibration& models reset,
Value extending & not fully priced yet.
Some months stay quiet, some headlines tease,
But progress is granular, built piece by piece.
Funding stays logical, partners aligned,
Optionality widening over time.
No need for drama, no rush to explain,
Great mines are proven again and again.
So when patience is tested and sentiment sways,
Remember this curve takes years not days .
From my viewpoint only calm confidence remains:
This chapter is substance,not speculative flames.