Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Silverhorse was the one being quite disruptive, then said the other day he is researching what a box cut is and that he had called the company to find out. Then today he mentioned he is buying for his firm.
Is that the silverhorse who is not a joke? Just trying to keep up here ;)
Folks want to sit and talk about the SP, when posts by Chain / Bamps / Paddy are sitting right there. It’s like being given the answers prior to the exam...
What’s become readily apparent is we’ll be in commercial production and still scratching the surface at HAV...even the known HGZ, where all efforts are focused, is still growing.
Look at the drill depths of the recent results and realise that the HAV monster is in control, not us or NCM. HAV is daring us to go deeper, but we / NCM need to tick boxes to start mining. Actual resource at depth? Additional HGZ and new targets within the JV? Depth? Lord help us...
So ya, I’ll just sit back and hold / add. But wtf do I know...
I’m not sure it’s possible for GGP to concentrate on HAV any more than we are - NCM is driving this, at warp speed I might add. Juri will be a big focus of CB and team for the rest of 2021, as we manage the program. Hopefully NCM will be throwing money at it come 2022....fingers crossed.
Very important for us to unlock value on other assets, and Scally should be top of the list. A divestment of a smaller asset (which I get the feeling is being considered) would be nice for our own exploration budget until cash flow from HAV.
Freddie we can check for you. Don’t see any mention of ENQ, but you did mention POLY and CEY which are both down from when you posted in mid December (you were waiting for them to rise, I suppose the wait continues).
Just imagine if you had put your money in GGP instead of POG ;)
Concise, conservative and well thought out valuation. Thank you, Paddy.
Now for my own ramping purposes, ‘Another HGZ’...imagine that. I keep thinking of Sandeeps’ recent comments and how Havieron is now taking center stage even for Newcrest. Our knowledge is months behind actual on the ground progress at HAV, though ‘new target’ inside the JV area has now come to light. Sandeep, what do you know?
All,
With Sandeeps comments last night, the overall GGP news flow for 2021 has just been turned up a notch. I have never seen Sandeep act like that....not for Lihir, Cadia, Red Chris. He literally lit up when discussing Havieron. We just had the CEO of a major miner, in a very corporate setting, talking about lil ol GGP and the sulphide zone, growing the breccia, etc. They took a punt on 4 drill holes a year and a half ago, and are now prepping for the decline and plan for the PFS in September. Sandeep, that’s only 6 months away, sir....
We have 65k meters of infill and growth drilling at HAV up to July. Chunky updates every six week, ‘every hole finds more gold’, ‘new targets’. The scary reality is that HAV is still early days. A year from now, will mention of 15m oz be seen as deramping?
This coincides with Juri JV exploration starting in a few weeks, and will be steady for the entire year. You think the Havieron satellite game is fun? Have a look at the map of BH and PRE. And Scally...100% owned, we should expect the 2021 plan in the coming weeks.
GGP has already stated they are actively planning for others assets outside the Paterson. What in the wide world of sports might this entail? Real potential to add value in this precious metals market, be it via organic growth or divestment.
HAV will continue pushing this company to new highs, and we are as derisked as they come. But a hit at Juri or Scally will send this to the moon, and quick. This is when the entire industry will have to take a step back and start thinking district scale.
Best part for us, starting in a few weeks? News flow from every angle, the timing of which is known (HAV) and unknown (well, all the rest). Well done to the powers that be for getting this into the low 20s and accumulating. Those days are numbered.
Monkey, as another poster mentioned the key number is 4.2 billion - that is the calculation to use, as has been the case since 2019. No ‘dilution’ here.
For dilution or unexpected placings, look at your top share RMM which diluted you to the tune of over 30% a couple of weeks ago. It’s the name of the game with microcap companies, and a necessary evil for the few that will actually achieve sustainable growth. Hope that’s the case with RMM and wish you all the best.
Tymers, your posts were more enjoyable before you discovered cryptos. Bang out of order post towards Speedy, not sure how anyone could interpret his opinions on physical gold as being short term, particularly as they are well evidenced and he is usually in here warning of a downswing or volatility in the PM space.
Jack, you hadn’t thought that better grades would reduce the AISC? Have a look at Cadia, but ensure to keep in mind TMT comments on transport and tolling (this is me helping you to continue your self proclaimed bearish approach).