RE: New Charles Archer article on potential options re Havieron8 Feb 2023 18:28
Great post at 13.20 pm MF11 and apologies I have only just got to it.
I tend to agree with TT that regardless of the success or failure of Newmont’s bid for Newcrest, GGP will end up with 100% of Hav and Telfer, or as SD put it “an eye watering offer for our 30% of Hav”. It is the only thing that makes sense of the strength in depth of SD’s recruitment policy over the last 6-9 months. He has been gearing up for something, that seems obvious imho. Whichever way this pans out, I am happy to be guided by Callum Baxter who says we are in a win/win situation at GGP - bring it on!!!