Member Info for pj70

Skippy- respect your opinion but personally completely disagree as the purpose of an RNS is to communicate to investors and broader community. With the biggest milestone approaching for the company of first revenues it is the ideal opportunity to state what is going on and how things are progressing. For me that RNS was a nothing that you already knew and seemed like a diversionary tactic for delays or over promising and underdelivering. I genuinely hope I am wrong and you are right but been around the traps enough and released many RNSs in my previous life to have an informed opinion!

Has this been stated in the AGM about the grades our or WDU higher than haverion as cannot see this on the presentation?

JohnHenry I would agree with you and this is a great litmus test of the mgmt here as to whether they keep to the November 25 arrival of components and the 2-3 weeks post this for commencement of production . Just a little shocked not even one line stating all on track - are you not surprised ?

I would also states what is another month or two delay to production eg January or February not far away. Nit followed long here but know they delayed in the summer. For those without rose tinted glasses has Bo over promised and under delivered on other occasions? Just a question not a criticism!

Iceman until production nothing has actually been delivered ! The RNS for me was an opportunity to state the production timelines are still on track and no mention other than near term production assets. This RNS has made me cautious and be interested to see market reaction on this one!

Thanks for this and interesting process target of 68p - a significant upside to current price !!

Have not seen any broker notes currently giving a valuation on Jadestone. If anyone has one can they share the link?

Hi TT, Agree on the higher revenue per oz. The only thing was i think there was a 3 week shutdown in november as per a job advertisement as posted on here a few weeks back which may impact the production output in this quarter. Even still the revenues will still be high and great margin to absorb the capex costs in Q3/Q4 which are weighted to second half of the year.

The twits must be back as can see all the filtered messages on my feed :-)

Just had a look at this prospectus and appears to be a strong mgmt team but not sure on some of the bonuses given to insiders as consultants fees!! Looks like could not make it work for themselves personally so have listed it and got there monies back. Also surprised no forecasts for the 2026 year around revenue on the finnish plant.

Will watch for now but not sold on this one just yet!

Paddy all indications look that way just need the 3rd party verified resource estimates to be released to market so as to satisfy the instos that are in effect the drivers of the SP now!

One thing i was wondering from the more learned on here is why in the exploration results for the quarterlies the best assay returns were not put into the body of the main text for nearly all the locations but Stages 2 and 7 extensions in particular?

Hi Bamps, be interesting to see whether SD / GGP strategy will be to keep drilling Telfer (not to the same level as 25/26) in future years to keep updating reserves with many of these underground potential targets? Potentially replenishing reserves for the first few years until nowhere else to drill!!

We will have £10 a pint soon if they keep moving the minimum wage the way they are to raise tax revenues all under the guise of helping the less fortunate !!!

I meant £10 a share - getting a little excited!!

Poni we exceed £10 a pint and i will buy you a pint and a Rovers ticket !! :-)

Thanks Bamps - yes i thought your grade on that underground volume seemed low - better to be cautious and alot of upside potentially there!

TT i agree and what is nice also is the gold price is not going parabolic like the last time we breached £4. It seems to have steadied now above $4000usd and if it stays at these levels our FCF will be north of $1bn aud on the current guidance and then take out the capex from that for growth. Exciting times for GGP ahead me thinks.

The reality is that until we get consistent production - guidance is definitely adhered too as at the moment we have had one downgrade for a year and one quarter that has been great in 25/26 FY. Just need to give it time and with that time we have two strands of business as usual which we need to have for the consistency of production and the growth that we all know about but has yet to be formally released in Telfer upgrade and DFS. Then you have a host of other growth news on Ocallghans tungsten deposit, other deposits still being drilled and the unknowns in the Telfer and Haverion deposits that will most likely create upgrades to MRE. Then you have the big question down the track of acquisitions to continue to grow company VS money back to shareholders or both. So much to look forward too over the next 3-4 years in my opinion and why for me a £10 SP is not out of the question in 3-4 years.

Ricardo yes based on known information but they have also upped there price now 3 times in as many months. Interesting that the cannaccord in there increased uplift note actually mentioned about a site visit recently and they have factored into there new $14 target or circa £7 all the near term catalysts and the comment on the DFS and the life extension on Telfer. All very positive.