Member Info for schlemiel

GGP, Telfer and

Https://antipaminerals.com.au/investors/in-the-media/article/101-the-australian-business-review-kristie-batten-ma-buzz-in-the-paterson-could-urge-a-merge-with-this-junior-explorer

I'm sure GGP and Newmont will have detailed plans to ensure the success of Telfer going forward. They're not that stupid.

F U Marxists.

Tamboran clears fresh legal challenge to Beetaloo fracking project

Environment Centre NT’s emergency bid rejected by NT tribunal

22 November 2024

https://www.energynewsbulletin.net/oil-gas/news/4381855/tamboran-clears-fresh-legal-challenge-beetaloo-fracking-project

REMEMBER WE HAVE NEWMONT AS A SHAREHOLDER AND the mining guru that FORREST AS OUR MAIN BACKERS

A Balanced Perspective

For retail investors, Greatland Gold is a classic high-risk, high-reward opportunity. The company’s transformative strategy and high-quality assets position it for substantial upside, particularly as it nears profitability. However, the risks—ranging from commodity price fluctuations to operational challenges—should not be underestimated. Greatland’s stock may appeal most to investors with a higher risk tolerance and a long-term outlook, as the coming years will be critical in determining whether the company can fulfill its ambitious potential.

In a market where few small-cap miners boast the same combination of flagship assets and exploration upside, Greatland offers an intriguing case. As with any investment, due diligence is key, and investors should weigh the company’s strengths against the inherent uncertainties of the mining sector. For those willing to embrace the volatility, Greatland could offer a golden opportunity.

-------------------------

Risks for Investors

For retail investors, Greatland’s journey presents both exciting opportunities and notable risks. The company’s reliance on high commodity prices—particularly gold and copper—leaves it exposed to market volatility. A dip in global demand for these metals could strain profitability, especially given the company’s significant financial commitments. Additionally, Greatland’s valuation remains heavily tied to the success of its exploration programs. While the Paterson Province is highly prospective, exploration is inherently uncertain, with no guarantee of commercially viable discoveries.

Shareholder dilution is another factor to consider. Recent equity raises have significantly increased the company’s share count, potentially diluting future gains for existing investors. Although these funds are being put to strategic use, dilution remains a downside for those looking at short-term returns.

The Case for Optimism

Despite these risks, Greatland’s prospects are undeniably compelling. The Havieron deposit’s exceptional grades and scalability, combined with the Telfer mine’s near-term cash flow, create a strong foundation for growth. Moreover, Greatland’s leadership team has a proven track record of executing large-scale projects, and its collaborative approach with partners like Newmont and Rio Tinto enhances its credibility.

The potential for significant shareholder returns lies in Greatland’s ability to deliver on its vision of becoming a multi-mine operator. If the company can integrate its assets, manage debt effectively, and achieve its exploration goals, it could emerge as one of Australia’s leading mid-tier miners.

Exploration and Broader Ambitions

While Havieron and Telfer form the backbone of Greatland’s immediate growth, its ambitions stretch far beyond these flagship assets. The company holds an extensive exploration portfolio spanning 4,500km², with notable projects such as Paterson South (in partnership with Rio Tinto), the Juri JV, and Scallywag.

This exploration strategy reflects Greatland’s long-term goal of becoming a multi-mine resources company, with a diversified portfolio of precious and base metals. Partnerships with major players like Rio Tinto and Newmont enhance its access to advanced geological data and exploration expertise, bolstering its ability to unlock new mineral resources in underexplored regions.

Financial Strength and Execution Risk

Financially, Greatland has demonstrated an ability to secure substantial funding, raising US$325 million through an equity placement earlier this year. This capital injection ensures the company can finance the Havieron-Telfer acquisition and fund ongoing development without immediate liquidity concerns. However, the high debt-to-equity ratio of 82% raises some red flags, particularly for risk-averse retail investors. While manageable in the context of expected future cash flows, this level of leverage introduces sensitivity to fluctuations in commodity prices and operational disruptions.

The integration of Telfer’s operations and workforce adds another layer of complexity. Successfully managing this transition, alongside the development of Havieron, will require seamless execution. Any delays in dewatering challenges at Havieron, further regulatory hurdles, or operational missteps could erode investor confidence and impact near-term stock performance.

Exploring Greatland Gold: Opportunities and Risks for Retail Investors

Greatland Gold plc stands on the brink of a transformative moment in its journey from an exploration-focused small-cap to a major Australian gold and copper producer. At the heart of this transition is the company’s ambitious plan to consolidate ownership of the Havieron gold-copper project and the nearby Telfer mine, two cornerstone assets located in Western Australia’s resource-rich Paterson Province. For investors, Greatland offers a compelling mix of opportunity and uncertainty, making it a company worth watching—and carefully considering.

Havieron and Telfer: Cornerstones of Growth

Discovered in 2018, the Havieron project has emerged as a world-class underground gold-copper deposit. Boasting 8.4Moz gold equivalent resources as of December 2023, Havieron represents a rare find in an increasingly competitive global mining sector. Its proximity to the Telfer processing plant, just 45km away, creates synergies that significantly reduce development costs and operational risks.

Greatland’s move to consolidate 100% ownership of Havieron and acquire the Telfer mine from Newmont Corporation is pivotal. Scheduled for completion by late 2024, this acquisition not only brings existing production and cash flow from Telfer but also secures the infrastructure needed to bring Havieron into full-scale production. The acquisition positions Greatland as a vertically integrated operator, capable of leveraging Telfer’s processing facilities while avoiding the capital outlay of building new infrastructure from scratch. This strategic advantage could accelerate Havieron’s timeline to profitability, a major milestone expected in 2025.

Https://www.share-talk.com/top-12-small-cap-stocks-to-watch-in-2025-part-1-amrq-avct-ecr-fcm-ggp-hvo/

Super

We've got someone quoting the bloody bible now, LOL. mate, we don't need divine intervention!

People vote for less freedom, higher taxes, higher bills, more woke poison, more migration, less speech, more control. The British people are morons.

Valuing natural resource companies is notoriously difficult. Sales, costs, profit, cashflow, reserves, easier to mine reserves, more difficult to mine reserves, resource drilling to upgrade to reserves, grades etc etc...bloody minefield. I don't have the nous, intelligence nor know how to complete such an exercise.

I go by instinct. Natural resource company valuations is not akin to a normal product-service producing company ie Marks and Spencer or Apple. It's an art form.

'Finally, key contributor Greatland Gold’s primary asset was a stake in the Havieron gold-copper deposit located in the Paterson region of Western Australia. In mid-September, Newmont (NEM) announced it had reached an agreement to sell its 70% stake in Havieron and 100% of the nearby Telfer mine to Greatland Gold. The company successfully raised funds to acquire the assets, during which the fund initiated a position, with the asset sale expected to close before year-end. We like the solid industrial logic behind this deal and see significant opportunity for Greatland to maximize the potential of these assets by bringing the full focus of its team to this consolidated land package, benefiting from the current production at Telfer that will be significantly extended as Havieron ore is fed through the Telfer mill.'

https://seekingalpha.com/article/4739331-franklin-gold-and-precious-metals-fund-q3-2024-commentary

Just printed. It's very difficult to know what this is. The lack of transparency on trade reporting is deliberate and a scandal..

Ffs

Buoyant again. The seller's disappeared for the time being

Bfd

Oh I see. I get it. Reporting the position to the FCA is 0.2 while 0.5 to trigger a public declaration. cheers

I reckon short positions are reported when the position reaches 0.2% of a company's issued share capital. Anything above 0.2 is reported incrementally