Member Info for pj70

Explain why

Is there any concern that the arbitrage gets greater between two exchanges so that they are mopped up in U.K. and then sold into Oz that we are eventually delisted at a significantly lower price than asx?

With the current cashflow levels a share buyback next year would sort this out and be of longer term benefit for the SP

Appears alot of noise on here at the moment and yes GGP price is lower, gold price is stabilised now between 3900-4100 for the past week or so which means we are making huge margins as a company at these prices.

If/when the market does correct for the unknown is whether we will have a flight to gold or a sell off. Depending on that outcome will determine whether i pile in more into GGP as that will be sold off like every other stock regardless of cash generation. This is where the investors with longer term horizon make there money and for me GGP is one of those stocks as long as gold holds.

A little surprised how unprofessional the video was as well. They really do lack a strong IR and PR presence or company they have outsourced this too!!

Thanks for your posts and answer Element. Very clear to me now and can understand the reasoning more now on the 25m drilling!

Thanks and will have a look for the video now.

Element or anyone with the knowledge. How do they determine what is ore to be mined and what is waste when it all comes out of the same pit area?

The only thing i can think of is Trumps comments but nigerian govt have come back and told him welcome as long as does not infringe on there independence as such. Bought some more this morning as this cash cow and the future projections are looking great and can still see a £4+ share price in the next 12 months

Does anyone have any broker forecasts or thoughts on where Energean share price forecast is for the next 12 months?

Thanks for that ihavenoclue! It seems to me then two critical milestones for now around equipment installed and functioning and a customer to sell it too!! Two biggies but would have thought the offtake discussions would have taken place sometime ago as not something commercially you would leave to the last minute after you have equipment in place and your trying to sell your product!

Sounds like the next 4-6 weeks those two critical pathways once signed off will be the start of the SP re-rating and the growth story that one can only assume will happen or a take out by a large player!

Hi as a newbie in Helix am i right in saying the catalysts for the company for the next 2-3 months are an offtake agreement signed, the plant actually installed and all working and the commencement of drilling the 5th well? anything i am missing?

It does make sense and thanks for coming back to me. I can see that the clearing out of the "sort of unknown" ROM and replacing with more known grade quantities i can see will not only give consistency for the team there but also the analysts that the feed is XX gm per tonne as opposed to the current scenario that we hope that we currently get to the 260-310k oz this FY. I would presume the timing for this is Q4 this FY or into Q1 26/27 FY to get to a position of loading more known quantities from stage 7?

I presume then they will use the WDD and MDU higher grade to bring the overall ounces up with the lower grade stage 7?

Hi Bamps - do we have any risk of throughput in the next 12 months do you think while completing the currently drilling and trying to create the MRE update for Telfer?

I wonder what a 5MT processing unit costs to install for Antipa with all the associated power requirements etc?

I really dont believe the mgmt team of inspecs have the intellect or abliity to deal with this multiple bid scenario!

Only a touch over a 1m traded and another uptick day. They have shaken it several times now and struggling to get more out at these levels. Be interesting to see if we follow gold price which seems to have stabilised around 4000 an oz OR we have the 10p uptick days for whoever to continue to pick up stock.

Mattyboy i personally think having another larger player in BR on our top 20 list is a good thing rather than a hinderance and really over the next 12 months they will have built there positions and hopefully 80% of the stock will be held between the top 20. This for me is a positive outcome and one i would like to see sooner but is happening and has been for the last 3-4 months. The fact that they are buying is that they can see the same positive narrative and picture as the PIs on here

Ezhik good take on things. What i am struggling with Helix is how to currently put a valuation on it? Does anyone have any thoughts or links to a broker note?

Becontrarian i would like to think that in 6 months we have the Telfer upgrade of how many years of additional mining and also some guidance through the FS of capex for Haverion and the timetable for production.