The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Well you heard wrong SIr ,delivery of MRE and decline,not Ore,that’s years away yet
Was in at 0.018 before NM. Then averaged down nicely when we dropped to .0056 ,Been averaging up ever since. Mattyboy has been here since 2014 and like me still hanging on,as have many LTH’s.
The sad thing is there were a few brilliant posters who sold Out very early. People call Mickey1122 a ramper. You can’t ramp something for 4 years in the true sense. He’s just been a visionary hahahah peace and love and a happy Sunday evening to all
Evening all,Many ask me how I’ve held so long.so I thought I would elaborate. all I know is I thought .0.0056 was stupid cheap but didn’t buy enough, have averaged up with last buys over 20p and I’m still here after not selling and on life changing money. I search for reasons daily to do the prudent thing and lock in the profits for my family and I,I wrestle with the feeling of greed and the memories of being in profit before only to lose it all(won’t name them but I’ve had more than my fair share) but still,I remain. How? Research and action on actual news. Education.My target was 3p, I was convinced I’d take my free ride at 3p and let her run. But each set of drill results Carlsberg releases,I just remember Eric spotts quotes. Mcap means nothing. It’s about value. Where would I put my money if I sold. Answer. Nowhere I know more about than GGP after 4 years of hours and hours daily. Lots of risks still.lots to lose now too. If Mickey’s 20p was a ramp 3 years ago @ half a penny. Is his 1.44 now really such a ramp. Well yes it is, at this minute. But in 3 years time if all goes to plan and this macro perfect storm plays out. Where will you have put your money and will you regret it,do you know as much about them,do they have ducks lining up for miles like we do,can you find any more frequent info and knowledgable helpful sources than you can with GGP. My family called me mad at 3p, my work friends said I was lucky at 9P,they all bought in at 13p. The key is low expectations!!! expect to lose half,now and always,but hope to make 5x/10x and one you do????LET YOUR WINNERS RUN!!,reward decreases with risk,but I can promise you all one thing in my humble opinion. Never again in your investing life,will you be so endowed with freely available knowledge updated almost daily,insightful,repeated,detailed and debated,views from above”literally”,views from the left and right. Stable management, number one jurisdiction in the world, a Major moving faster than ever seen before globally,next door to a ready made billion £ processing facility (the part that usually stalls companies for years 3-7 whilst they build,fund,optimise and manage) we have none of the biggest issues making discovery to pour on average 10-20 years. We are going to do it in 5!!!! The macro even if you don’t understand MmT is just (sadly) unavoidable, the broken global system as it unravels plays the perfect proxy for leverage if you happen to be in one of the most globally significant discoveries for decades or possibly generations! You took a bet. You chose gold exploration on AIM. You could have chosen boitech or blockchain/crypto, same risk category as far as I’m concerned. But you chose gold exploration and we HIT, fcuuckk1 did we hit. It’s the same as finding a cure for something that has a mass application. You don’t sell or stress once you hit the slow manufacturing faze, you hold tight for the easy money. The hard money was the first investment you made. DUCKs DU
Big Fan of Paul, that's enough to tempt me in. Been watching for a while. I'm sure my 1.32 wont look too bad in a few short years. Hi and good luck fellow shareholders
Hahaha ,it’s not even 6am and you have written the post of the day Mush.
Love it.
Ducks ducks ducks
absolutely agree, well provided the nav catches up with the discount but that would change in an instant on a buy out.Thats why I have some of my money here although main holding is in GGP
Whats going on? Why havent we had the quarterly NAV, this is unusual isnt it?? Cant help but think they have either sold some GGP or are waiting for news there to release (which would only be positive) but still doesn't feel like a reason not to issue a simple Van statement? something is going on? I emailed SVE yesterday with no response?
Our license is next door, GH has no involvement with THR as far as I am aware. They have just used our data as many other nearology plays have
Apologies, I left the bottom of the Quaks post in error
On Hydros behalf:
"Hydrogen.....are you qualified to state that 'this is worth 60-70p' ??.......
"You're not, are you !......." (he is a qualified Geoligist? You?)
"Sorry to prick your delicate bubble....." (weak) we know your type, likes to bully from a keyboard?
"Strangely the negatives that hold back this share price, are the positives, and the reason I hold this share.... "(that must be the crack, don't have any other explanation)
"It is not known just how much gold there is.....so the market doesn't bother putting a value on it.... "
the market just valued us at 22p with a £844m Mcap - then you have the last broker report from Numis and the hold on wait, we need to remodel report and analysis from Hannam... Id say lots of people including some funds are putting some value on it
There is no plan.....are we a miner , a JV , or a seller of gold fields....and if it's one of the above do we need and can we raise capital ?......so the market has no real idea of value.
-No plan?(the crack again I assume)
-Are we a miner (no - I like easy questions like this)
JV (well noticed)
Seller of gold fields - hmm, maybe you have one right if we divest Tasmania or some others
Do we need capital (right now no, were you here this week with the warrant and option conversions, fully cashed up for 12-18m and warrants still coming in)
Can we raise capital - UM (Crack)
Have one of my Ducks and Quack off
Once the market can see how much gold there is and can see a plan and measure costs and profits , then there will be a huge re-rate of this stock, but not until then....
Hydrogen......remember the Hindenburg.....
Are you smoking crack Lauren?
Not today, or close of play?
I am 95% in GGP, but for my daughters ISA I have SVE for a longer term play (far less liquid) just commenting for GGP holders interested in SVE holdings and performance, their main investment is ofcourse GGP. They release an updated Nav on the 2nd of each quarter so expecting a 2pm RNS and expecting it to show something similar to the below.
AAU 17.5 million (Up 50% in three months) £997500
CORA 1.23 million (Up 5%) £104550
GGP 82 million (up 80% in three months) £16,810,000
KEFI 19.44 million (Last three months 1-2p 100%) £403,520
ALBA 26 million (400% up in last three months) (119,000)
ORCP 21.87 million (Down 30% last three months) (142,155)
Total current value of holdings at todays prices = £18,576,725 + Cash (unknown) against current Mcap of £10,360,000 represented a discount to NAV of 44.3% and should represent a SP of 32.26P using a share capital of 57,573,986
This is not advice to invest in SVE, GGP is the best vehicle to invest in GGP. But I do feel the value and discount it is trading at is worth pointing out as well as the fact that Callam is very much holding onto all of his shares in GGP. That alone should give you a lot of confidence is does me.
Ducks ducks ducks
Good or educated guess there Stripe: bang on
AAU 17.5 million (Up 50% in three months) £997500
CORA 1.23 million (Up 5%) £104550
GGP 82 million (up 80% in three months) £16,810,000
KEFI 19.44 million (Last three months 1-2p 100%) £403,520
ALBA 26 million (400% up in last three months) (119,000)
ORCP 21.87 million (Down 30% last three months) (142,155)
Total current value of holdings at todays prices = £18,576,725 + Cash (unknown) against current Mcap of £10,360,000 represented a discount to NAV of 44.3% and should represent a SP of 32.26P using a share capital of 57,573,986
Should be a massive uplift if correct!
AAU 17.5 million (Up 50% in three months)
CORA 1.23 million (Up 5%)
GGP 82 million (up 80% in three months)
KEFI 19.44 million (Last three months 1-2p 100%)
ALBA 26 million (400% up in last three months)
ORCP 21.87 million (Down 30% last three months)
Hey TomE, Whilst that is a logical approach, I believe the rigs they are using do both RC and diamond drilling, So they wouldn't have needed to change Rigs,
Ducks Ducks Ducks
All options and warrants vest in the situation of a change of control event as I understand it. Hence why you should always use the fully diluted 4.2b odd in any of your calculations .
Managed a buy at 31p in the end. Good to be on board. GGP has been my life for 4 years, but now with some extra cash its good to get involved in the one we always hoped GGP could become. Very interesting RNS. well done to lth's and good luck all
Cant buy either, resorted to a fill and kill at 30p
Ye I think they are one of the last to revise their long term Gp but with the averages by the time we are at mre or beyond I feel it’s safe to assume closer to 1500 for their long term price target