Member Info for Paulstoaked

Don't forget that 2.2% a year dividend from northern star was based on a lower gold price so lower profits. I think you could easily double that next year. Imagine what the dividends you be in 3 years time at the top of the gold cycle . Either the SP of the company rockets as more people want to get in or the dividends rocket because the company valuations is lower than its actual worth. Imagine the flow of new buyers into the gold sector once companies start paying 5% dividends.

I believe GGP has got high grade silver zones at Havieron. Do we have silver anywhere else? With the price action on silver it would be nice to have a silver mine.

Haha an rns stating what that some guy on a chat forums information dished out might not be entirely correct.

We are still to meet targets set earlier in the year.

Greatland are a multi billion dollar company they are not going to care about what bamps posts about.

From Greatland - 2 people I know one a family member has received this response from Greatland.

Thanks for your email.

We are aware of rumours circulating on UK chat forums regarding operational downtime this quarter.

We can’t comment on those rumours, however, we would note that:

We reaffirmed our FY26 production guidance of 260,000 – 310,000 ounces at AISC of $2,400 - $2,800/oz recently, on 1 December 2025 (in the Havieron Feasibility Study announcement); and

If there were an operational matter that impacted our ability to achieve that guidance, then we would be required to make an announcement, which we have not.

My notes for forward production.

We only have 3 months figures in the financial year for the sept quarter we are on 81k ounces. So to meet guidance in the next 3 quarters we need to mine between 179k and 229k ounces of gold. So average for the next 3 quarters needs to be between 60k and 76k ounces. So we would be slightly lower than the previous quarter. But we have a higher gold price which will make the ounces mined significantly more profitable.

Https://webcast.openbriefing.com/webcast-2025-2/

Webcast 10.30pm

From memory we were going to be paying newmont/newcrest a 10% tolling fee for processing at telfer on top of aisc

Also there's a reason plenty of the northern star staff are moving over to ggp. They will know far more than we do of where this is heading.

I am a long term holder but don't post much.

I have a thought which might be worth discussing.

So telfer now has minimum 10 years worth of processing just telfer ore.

Then you could add in extra ore from Antipa and other future exploration ore which could be processed at telfer, so I am guessing 15-20 years using telfer capacity.

Then you have havieron ore which alone would add another 15 years minimum so 30-35 years to process it all. To me it makes sense for ggp to start processing high quality ore at telfer while building a new processing plant at Havieron.

Let me know your thoughts on this.

True it is like we were gifted the lot, however I think newmont knowing the pedegree of the GGP team and the board backing decided to let the lot go. Newmont simply thought that the time they could spend on it from a management point of view wouldn't be enough to do it justice. So newmont negotiated a bargain sale price to GGP for exchange 20% of GGP in shares at 4.8p. They fully trust GGP who will give telfer, HAV and the whole Patterson region the time and attention it needs. The 4.8p shares are already 7.15p and they are about to have major catalysts to drive the share price up. I think newmont will hold the shares long term fully aware that GGP will not need to dilute their share hiding further. What a time to hold shares in this company, get ready for the final stage of the lassonde curve.

Here here bro

Might take it for a cheap price if ggp offer Newcrest a percentage of future mined gold at HAV plus decommissioning of telfer in the future.

Ag is silver

It's just the gdxj rebalance, worked out by their algorithms

Open in all directions, fraction of a fraction

Will shorters start closing positions on GGP soon...

https://www.defenseworld.net/2022/05/28/short-interest-in-newcrest-mining-limited-otcmktsncmgf-drops-by-46-9.html

Delays are probably due to the size of HAV constantly increasing with new zones identified. What a great problem to have...

These figures show total value of HAV not total value of greatland share of HAV.
Eg 100m for 5% would mean greatlands current 30% would be worth 600m. 15p a share

PFS is only based on results up to March 21 as shaun stated in one of his interviews, do not expect a huge increase on 4.2 million oz equivalent.

I think your right micky, I expect to see it before the end of Sept as originally stated, and it is in the 2nd half of the year. Plus they aren't waiting on the results from a lab, this is based on historical data pre March 21