Member Info for Redirons

Sorry MH - you can have your opinion of course, but you cannot categorically state that it won’t happen prior to June, as you know no more or less than me or anyone outside of the GGP inner ring.

Hi SAB - I’m sure you will be proven right especially with a Town Hall needed first, but Shaun has often said June Qtr, not just June so technically that could be from anytime after 1st April for the ASX listing. I will just be glad to see us on ASX before July. Good luck!!

Hi SAB - it could be better than June as I understand that ASX is planned for the June Qtr which I believe starts on 1st April so could be as early as that. The Aussie Qtrs are different to ours where we clearly state Q1, Q2 etc. - trust the Aussies to complicate matters!!

Thanks for your response MF11 👍👍

Thanks for your opinion Paddy - always good to hear from you. Fwiw I think Wyloo is the key player here, more than Newmont as you could argue the latter bailed already (albeit keeping a 20% shareholding is not to be sniffed at). I think Twiggy and Wyloo would work with Shaun on what would be the best outcome for GGP. I have no doubt that “money talks” but with the acumen batting for us in our corner, I have no worries that we will all (as shareholders) be well looked after imho if any predator showed their hand. Personally thinks it’s too early for that just now. VGLA.

Thanks for all your work on this MF11 - dare I say without this the majority of us would be oblivious to the actual numbers involved. What’s your best guess as to what happens next? Does Van Eck just go blithely on ignoring where they should be on GGP, or do you see some sort of day of reckoning happening? Thanks.

Agree with so many about the key takeaways from Shaun’s interview today, but I liked the number of times he referred to shareholder value and particularly when he said within 1 year, 2 years and 3 years (i.e. he wasn’t saying medium to long term which would be an easy fail-safe for any MD by giving himself breathing room on accountability. Shaun doesn’t seem to be wired that way and imho is a very hard working, laser focused professional who is determined to create shareholder value as soon as possible). He thanked Calum for finding Havieron, I am sure we will all be thanking Shaun and his shrewdly built Team of experts for creating the best out turn possible for GGP. VGLA 👍👍

Well said SAB - I should have put SouthernComfort in the bin ages ago and have done now!!

Nice post with good opinion given - thank you BeContrarian 👍👍

And you Ben - have a great weekend 👍👍

Sorry Ben but I don’t think the MM’s listen to your views, my views or any PI - irrespective of that, at least we are heading in the right direction and at some point true value will out imho!!

Yes it’s tough to see the finish today take us back down to 10.6p when maybe we thought GDXJ rebalancing would provide so much more. But don’t overlook we are up 8.5% on the week, 26% up in the last month and 70% up YTD!! Now that’s the kind of progress I was hoping for and we head to an RNS rich period with hopefully more great news to get our SP pushing forward even higher. Have a great weekend peeps - we deserve it and it’s all thanks to Shaun and his Team!! 👍👍👍

Yep you’ve made my day as well Bamps - thanks yet again!! 👍👍

And Copper!!

Hey Dooz - no problem buddy 👍👍

Hey SAS - I wasn’t starting a battle - just pointing out that had we just had Havieron in our kitbag, I too would be spitting feathers that we are seemingly delayed even further to 2028. But I guess you are like me (and probably most of us) that you don’t care where our SP increases come from as long as they come as quickly as possible. With all that is logged to be happening this year plus awaited further results from 6 drills at Telfer etc I am hoping we will all be very happy long before Havieron adds to the party. If Shaun can fund Havieron without having to borrow, our balance sheet and finances (and hopefully SP) should look even healthier. Good luck to you et al - there’s no battle here as we are all on the same side 👍👍👍

Hi SAS - as became clear from Bamps Presentation last night in Stroud, Shaun has a mammoth task of assessing where to best pull in the gold, copper, tungsten etc for processing through Telfer and this all logically needs prioritising. Taking a step back it wasn’t so long ago that we were really a one trick pony with Havieron (a good one but only one). Through Shaun’s strategy and implementation we now have the Main Dome, West Dome and various other mining opportunities to choose from that can all bring revenue to the table and can all improve our SP and financial standing AND rather than borrowing from the 3 big banks to develop and bring Havieron onboard, Shaun may even be able to fund it from Telfer.

I picked up on Shaun’s seeming “delay” to Havieron until 2028 but in his shoes he looks to be bring the lowest cost, highest value minerals to the fore because he now has no funding gap between the 15 months Telfer was meant to last for and now the years the GGP Team have proved up since December 4th that Telfer can actually continue on for. Happy Days!!! 👍👍👍

PS I have every confidence that Shaun and his expertly crafted Team know exactly the best way to maximise shareholder value having done it at Northern Star 👍👍👍

Hi SAB - so sorry now that I didn’t introduce myself properly last night as we’ve been kindred spirits for a long time on this Board and it’s now great to put a face to the name. I think I owe you a drink next time for my rudeness!! 🤔

Big thanks to Bamps for his excellent Presentation giving much comfort that Telfer itself should be just as lucrative for GGP before we need to bring Havieron onboard. Thanks also to Roger for organising the event and there was a good turnout, best yet at Stroud. My thanks also to Wendy for sorting me out for the whip round - apologies that I didn’t catch your pseudonym or thank you well enough. Good to see TheDoors as usual and to meet Peter, Michelle, Andy and Matt - we have good people supporting GGP imho!!

Hi Ponie - thanks for your kind words. I have just returned from the Stroud Meeting so was sorry not to catch up with you. Bamps was his normal genius self and gave us all much to be reassured about Telfer without needing to rush to get Havieron up and running. It looks like Shaun has a priorities listing to construct as to the best order to get the drills working in order to keep the Telfer processing plant buzzing. There is much available at Telfer itself as today’s RNS confirmed but much much more to go at in the Main Dome and West Dome yet to be reported on. I think this year and the next few years after will be amazing to be involved in, so I wish you every luck too. Best regards.