Renewal of our asset portfolio in the region2 Feb 2020 09:02
So I thought I would join in some of the conspiracy theories and wild ramping rubbish over the last few days!
The above statement along side the (shouting from the rooftops pinned tweet) strikes me as a huuuuge statement. The word renewal to me is significant! Would you agree? When you renew something,you infer you RENEW it,you don’t add to it,you don’t partially help it,they didn’t say assist with extending our mine life,they didn’t say could underpin our assets in the Patterson, THEY NC,said it will renew our asset portfolio! That’s a huge statement and to my mind inference that we just may have a deposit equal to or even bigger than the asset they are reneweing/replacing? Now which asset was that again! Yup, TELFER,and what’s it a mineral endowment that NC are saying HAV with RENEW?
Yup, 27Million ounces folks, HAV will renew,replace a 27moz asset.
Now would you use that language if it were 3 or 5,or even 10moz.i think that coupled with the (new Era) tweet,and if we are working in joining dots and coming up with our on conclusions,then for me this statement is highly encouraging ! Thoughts?
As much as I love a conspiracy theory and some blatant ramping,I do prefer it to be based in fact! Everyone going in about GH saying 2020 is a transformational year,I’m sure I’ve just missed it,but can someone point me to that interview?i can’t find him say that about 2020 once,only that 2019 WAS a transformational year for GGP,not that it really matters but a bit of fact checking maybe.
P.s.mickey,and all the rest.stop with your buy out rubbish! Love your enthusiasm but it’s not happening before end of the year and MRE,we all know that,so let’s at least caveat it with after MRE please,we don’t need new investors next week expecting 8p by Wednesday and a certain buy out! It’s just simply not happening and anyone talking about it knows this!NOT before and MRE ,simples.
Any comments on my semi valid inference above RE the renewal of our asset portfolio and drawing a size parallel with telfer as a result! Lol next week now we will have 27moz dead cert,nailed on,from the horses mouth hahahaha. I’m as excited as everyone,but this is going to move slower and take longer than many of our new shareholders expect,but I certainly believe we are in for 5-10 bag potential next couple to 5 years,especially if we hit another HAV . GLA DYOR