RE: Greatland 2025 AGM Video14 Nov 2025 22:24
It all comes down to how big business look at things, as Shaun repeats the big miners focus on their most profitable assets.
Newcrest's other assets we more interesting to them.
Newmont understood this and they said they would have ten assets that they could in Shaun's words "love", remember Newmont gave rise to Newcrest and then bought them back.
That begs the question could it happen again, of course Yes, but we would need to be a company big and strong enough to provide assets that would force them (assuming current policy is still in place) to sell off other assets as Greatland's assets are so good they can compete for capital against their other mines/projects.
I would think that this is years down the road, if ever, but never say never, I think if it happened most LTH's would receive an "eye watering offer"