RE: Sunday roast3 Mar 2024 14:51
Two or three key takeaways for me from Shaun’s latest Sunday Roast - firstly the immense amount of credit he gave to Callum Baxter for finding Havieron after all this time of Shaun being in place - imho people don’t do that kind of thing unless they truly have it in their makeup to be considerate to others involved - this bodes well for PI’s without whom in investing in GGP in the early days, GGP wouldn’t now be on the cusp of becoming a full blown miner. Secondly, Shaun mentions Wyloo as financial backers and the Banks as debt lenders that will assist in the Telfer/Hav opportunity that GGP have access to - he does not mention equity raising at all and yet you would think he might do if he was laying down a pathway that he needs shareholder support on. Again bodes well for how he might be thinking of the package he needs to put together to purchase all of Hav and Telfer. Finally, I mentioned earlier today the clip from the Podcast where he not just smiles but laughs when asked if he is happy or desperately upset by Newmont’s announcement. The whole interview to me is very upbeat and positive and gives me a feel good expectation on what is to come. Fingers crossed Shaun and his Team (and us) get what we want asap.