Member Info for Texlax30

Did folks think there would be a rate cut? lol the retail shakeout continues.

I know markets are forward looking, but…Newmont has higher annual revenue than SpaceX.

$2.5T market cap…boggles the mind.

Typo, negative real INTEREST rates

Push inflation rates up, but unable to keep up with inflation rate = negative real inflation rates, which is fuel for gold.

That said, there’s only so much the Fed can increase rates.

This move is so telegraphed.

It’s all about REAL interest rates, which will be hugely bullish for gold in the coming months and onwards. The factors that drove the gold bull run prior to the war have not gone away, and in fact only gotten more severe.

Merger, not a takeover.I personally wouldn’t want it right now, particularly with NST management issues and hedgebook.

Equinox and Calibre merged last year to create a bigger ounce profile, and with it a better valuation. It has worked out and the market has taken note, hence these ‘activist’ investors popping up.

I don’t want it, but a Northern Star / Greatland merger has been a ‘worry’ of mine for a few months, particularly with the recent broker presentation. It would be eerily similar to the Equinox / Calibre merger last year.

I use the term ‘worry’ lightly as it would ultimately be accretive to shareholders, and the combined company with improved management would quickly get a higher valuation.

Rate hike probability is well know and priced in already.

Anyone else see Matt Fist and the guys drooling over Ocallaghans, while joking that Greatland could sell it for more than they paid Newmont for Telfer and Havieron? Interesting comments that US money couple flog it on the NYSE for multiplies of its in ground value.

Hi Paddy,

With 7mtpa coming from Havieron and Telfer high grade, and 10mtpa coming from Telfer low grade - what type of average head grade are we thinking; is 1.2 g/t + too ambitious? Even at 1g/t the numbers are silly…

Incredible to watch the effects of such a polarizing world leader.

Vic you only joined 9 months ago.

Tymers used to talk dividends.

Agree, Element, a lot of North American exposure and imo what GGP will soon look like (in terms of production and market cap). To say ppl are piling into Equinix these days would be an understatement…

Shame you can only buy GGP via OTC markets. We’re not adding in GBP / AUD due to currency risk but it’s clear where GGP is heading.

Enjoy your posts, keep,it up.

Some seem to want to make this volatility / move GGP specific. Go have a look at Equinox, which in my view is the only mid cap mining share globally with more upside and more undervalued (at the moment) than GGP. Its chart is identical to GGP. Stay with the signal…

Ive never seen a post where every single data point is incorrect.

Our current cash balance is probably 25% of our entire market cap. Can’t begin to wrap my head around that..

These Seneca guys have been completely misrepresenting the true story at Telfer over the last 6+ months in order to try and pump their AZY holding. It stinks of desperation, they previously guaranteed it would happen before Christmas 2025.

Or even ‘offset’ !

It will be nice to watch the copper price increase show up in the AISC and somewhat office the rise in fuel costs.

It’s going to rocket,a bit like the rockets I’ve had to listen to explode directly over my house here in Dubai for the last 24 hours!

Crazy times. Sucks when your 3 and 5 year old want to wear ear plugs in the house because they’re ’tired of the missiles’.

Ready for the market to open so I can at least enjoy my GGP!