Member Info for Professor1

Anyone connected with the company i.e. the suppliers, debt holders etc all want to get in quickly before the real show happens. This says something.

GLA

These shares are very hard to buy, so I am staying put and adding small top ups when possible

Sounds like they missed the train taking off yesterday.

GLA invested

SUPER DUPER

So glad topped up this morning and afternoon

GLA

It took me 15 mins or so on Hargreaves to do a small top up

GLA

Super news

GLA

Indeed POET up 4% overnight

Super news

GLA

And POET too

GLA

5.18%.

Will keep topping up here.

Massive news ahead. Hoping to top up next week

GLA

Https://www.investegate.co.uk/announcement/rns/cloudbreak-discovery--cdl/notification-of-major-holdings/9570827

Something is definitely happening behind the scenes.

Hold for gold, GLA

Glad kept my holding here.

Looking good here

GLA

News soon I guess

GLA

27% spread!!!

What does this tell us?

Good morning all

Hopefully start of rerate north. Been in touch with Mark who is planning to visit mid June so hopefully will get a chance to meet him

GLA

Why Cloudbreak Discovery is Positioned Well

Geological Proximity: Cloudbreak Discovery’s Northern Treasure/Darlot West tenement is located close to the merged entity's Darlot operations. This proximity means that if Cloudbreak discovers significant mineralization, its proximity increases the likelihood of a buy-out or toll-treatment agreement.Targeting Similar Structures: The "super-hub" strategy implies that the merged entity will be looking for regional exploration success to feed its mills. Cloudbreak’s ground is thought to share similar structural settings or greenstone sequences, making it a high-priority "neighborhood" asset. Deeper Motives & Future StrategyStepping Stone to Further M&A: Analysts consider this merger to be a "stepping stone" to even larger deals, with the new entity having ~A$1.9 billion in cash and bullion to deploy.Not a Physical Synergy Deal: Unlike some mergers, this deal is less about immediate, hard physical synergies of adjacent mines and more about corporate, operational, and financial scale. This means the focus is on expanding the regional footprint, making the acquisition of smaller neighboring explorers like Cloudbreak highly attractive in the medium term. 

GLA

"A SIGNIFICANT DEVELOPER"