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I put my book down to hopefully read instead some useful and insightful stuff about GGP.

Not much if that is there? But lots and lots of opinions on subjects from people who clearly have few others to speak to about politics, religion, personal hobby horses.

Because those who do it aren’t self aware enough to realise, I’m highlighting it for you now. The reason you are posting your one-eyed views on here thinking that you are intelligent, informed, or have entitlement is BECAUSE you have nobody else to listen to you. You have NO real world friends as they’re bored with your tosh.

So please spare us in this virtual zone from your unsolicited and unwarranted views.

Going back to my book now.

Peace and love man, peace and love.

A note of thanks to Bamps for walking us through Havieron.

So lovely to be reminded of our ‘origin story’ and the reason many are here at all. And timely also, with the EPA announced and the FID imminent as a consequence.

To go back to the start of my rationale for being here was gratifying, and whilst I would have liked the mine to be open sooner it’s clear why that is. Corporate life is not linear yet I feel Hav is safer to be brought online with our Greatland Resources company rather than little old Greatland Gold.

Tonight was a measured, informed, and sensible look at the information in the public domain. I’m optimistic about our dual track future with Telfer and Havieron.

Thanks Bamps, those who made it happen, and to fellow investors there tonight.

I put my book down for a check in here, fabulous news flow and more to come in the June quarter.

I’ve resisted saying very much about it before. But if any of you would like to take your musings about politics, geo politics, world history, and interpretation of the same to another place I for one would be very happy indeed.

Set up a site for chat and post the link here so that anyone with a drive to put the world to rights can do it somewhere else/not here/out of view. It’s littering the board with frankly inappropriate content.

There is so much to analyse in today’s announcements and I will be reading in detail on that. So much to admire in the GGP RNSs today.

Going back to my book now.

ATB

I just put my book down and came here for a catch up. Honest to goodness, the effort put in to interpreting the essence of someone else’s meaning and trying to put them right is exhausting .

It’s the kind of discussion that lawyers might have to fill a day off, assessing every word and intention and accuracy.

I’m going back to my book, none the wiser. Though I’ve been gifted a set of opinions on world politics, the root of religious warring, and other stuff all offered by people who claim a level of understanding I can’t verify.

I’m going back to my book.

Red,

Just seen your update. You make a fair point that this could happen to any of us and I am sorry you are having to handle this disruptive arrival.

I have had the pleasure of meeting you several times and always valued our connection through GGP. On a personal level I send strength and encouragement, qualities I believe you already have in abundance

Good wishes

Speedy, I get the good intentions.

We are though all grown ups and if anyone ramps a share I ignore them.

Same as anyone talking a share down. I ignore them.

In fact I ignore 10 x more than I read.

If people are daft enough now to believe an anonymous bloke on the internet, well, whether it’s shares or anything else they need their marbles feeling.

Just off to read another chapter of my book.

GLA

I groaned when I read the board today.

Clearly there are some with nothing better to do than mither over non-important stuff. He said. She said.

If you’ve got too much time on your hands don’t waste it looking for a reason to grandstand on here. Nobody cares if you have assumed a place on the moral high ground podium.

Try and do something constructive with your time like research the share. There’s a real risk you’ll sound like grumpy old men otherwise (surprise!)

PS was on a tea break reading a book and thought I’d check in at the end of the business day. Try a book, they’ve got real advantages and keep you away from bogus spats here.

Peace and love man, peace and love

@BOJO2020

Well in that case there is little point in debating the point any further as attempts at reasonable discussion seem to aggravate.

I have respectfully pointed out an inconsistency in your choice of phrase and have as a result been characterised as argumentative, of making a power play etc.

I wish you well with your investment and seek only considerate and measured discussion here.

I had forgotten that what I seek is unlikely to be found consistently on this forum.

@BOJO2020

I refer you to the phrase “ We need aggravation and turmoil” which is your own.

It was that which I highlighted as absolutist. Hard to see it any other way.

Respectfully

ATB

@BOJO2020

So when you ask others not to be absolutist, might it not be viewed as absolutist when you say we need aggravation and turmoil”? Hilarious!

It might be best if one looks to one’s own phrasing before delivering a strident viewpoint.

Meanwhile, in other news, it’s the weekend and there’s naff all anyone can say or do to predict or influence what’s coming up in the markets. Might it be worth a little pause to let the gyrations of the week past settle. Better for our mental wellbeing if we stare at some snowdrops.

GLA

Not that long ago the accepted wisdom was for gold to be 80 times more than silver.

If that were to remain the case in this new economic whirlpool, that makes gold about 8000 dollars.

Wild speculation? And even if silver drops to 90 (say) that still gives 7200 dollars. All US.

Now there’s a thought….

Re my earlier question. I’m much more content we have matched NEM today and the POG.

Thanks for the responses.

Interesting that London markets are inhabited by vacuous naives impervious to the gold mining leverage. Fair points about US, though given their financial firms’ voracious appetites you’d think they’d be on it like a hawk.

The logic here misses something though as it could read as though Oz is the driver of GGP’s SP if London is a zombie and the US is narrow-viewed.

Logically therefore it’s marketing and PR the we need more of, getting the message out to still more markets and continents.

And I can’t wait for GDX getting in to bolster and boost us.

GLA

Can anyone help me understand please why such rises in gold prices aren’t feeding through to gold miners such as GGP?

I’m in NEM too and their pre-opening shows +3% and could be argued is tracking gold, so is it just that the bigger cos get boosted - given we are a substantial producer?

Gold spot and futures seem to have converged, so are markets seeing gold as static/stable for a while by that comparison?

I’m not bothered about comparatives with peers over recent times, it’s more a question about GGP and the gold price. Tracking or not ?

(Question about how much the market understands Shaun’s positive language). The biggest opportunity for the market is the Telfer mine life extension. It will be incremental.

Analysts give us credit for what has been produced. The WDU is an interesting one, of 9 analysts covering us only 2 or 3 factor this in.

We want to get some of that data in the June quarter data, it will give them an indication. We REALLY like that WDU, it’s good, it is really good ! The market is only getting a flavour of it.

Shared also on GGPChat and other good platforms.

Hopefully useful for anyone wondering why WDU/WDD is the focus of attention.

GLA

 During this short hiatus between news I wanted to re-share some illuminating comments from SD over recent meetings. This is what I heard SD say and they’re not quite verbatim, but as close as I could get.

There are some nuggets here !

Early 2025 

Confident we can become a 10m+ oz company with Hav and Telfer combined.

Cash creation is all about making Telfer better.

(Question about AISC of 1450). We believe we can make cost savings. The focus is on growing the asset, not cost savings. Getting roadblocks out of the team’s way (will help to achieve that).

(Question about Cobalt). No, it is about gold-copper. Base metals are greater than copper, we want to unpack this. But these are processing points. Don’t misinterpret what I’m saying, Nickel is not the focus, or Cobalt.

The plans for Hav were ready in December 2023, but were kicked about. But we are going from first principles on Hav.

We can do 125,000 tons of stope on Hav. Northern Star would only have been 10,000. So this is about 13 x bigger (see the SRK report). This ore body wants to be mined more than 2.8m a year. We are looking at that in the next DFS.

Super exciting is WDD. A lot of good grade hits. This is now in play. They did not drive to it. Some of the best grade seen at Telfer in 20 years. Two

reefs at least, open at depth.

Camp Hill looks like a copper curtain but not explored. Migrated gold and copper gone to WDD and above.

O’Callaghans has even more copper than tungsten.

October 2025

Thinks West Dome could be bigger than Main Dome.

Could be 15m oz low grade.

Thinks Minyari has more than they think they’ve got.

ESC new discoveries found, prob 5g/t

Rey being drilled now (‪Oct 25‬) and hoping for results soon

Up to 4 targets at O’Callaghans, so not a one trick pony. They need to remove a lot of water, but there is another site of interest that is dry. Have identified where sulphur comes up, hoping these sulphides will contain 10g gold per ton.

Camp Dome has been drilled but no results. Have applied for more land.

Back Door has a 20,000 ounce amount discarded from the MRE but grades deemed to be worth going back for as grades are better than Hav.

 

December 2025

Telfer pays for Hav.

WDU a whole new quartile left to us untouched – the market missed this as the Hav DFS came out. This is an exceptional possible 2nd underground mine.

There is no need to mind the gap (to laughter from the audience).

We don’t think we need Minyari ore, we are happy with our own. (Notes from Editor: bearing in mind the ‘shimmy’ or ‘feint’ he did about Telfer not being worth looking at by others, does he use the same tactic here?)

$1.8b for Hav is a lot, but once this is spent it makes the numbers in future years therefore look very good.

Man spends endless hours altruistically sharing priceless research

Man spends his own time and money and unseen time sharing that research to hundreds of investors around the country

Man buys shares

Man sells shares

Man brings only good stuff

End of

Merry Christmas to anyone with humility enough to understand nuance and complexity

Merry Christmas to all those who research and share for the benefit of others- you k is who you are

Waspish and chippy opinions really not welcome

@elcobbledore

When you look back in years to come you’ll chide yourself for worrying. Being with your daughter and wife for a ‘sabbatical’ was maybe not scheduled, but you don’t get many firebreaks like this. We spend too much time prioritising work, getting stressed about work, wishing we’d had more time with loved ones.

Love your wife, love your daughter, make time to truly hear them and make a big impact for them whilst you are off.

Live for the now whilst waiting. Be a brilliant presence. Screw the workplace.

Social stuff is hard to replace but you are stronger than you know.

You’re doing fine - just by asking the question you’ve demonstrated you’re open to advice.

Remember the low years for GGP? Well, this is the same for you personally. See what happened to GGP? The same will happen for you. Best of wishes to you buddy.

Work will come. Work can wait. Family first.

ATB

Honestly, Paddy digs out an old treasure map of Telfer and £100m is traded.

Keep up the good work Paddy !

See some of you at the Town Hall tomorrow.

ATB

FYI

https://m.youtube.com/watch?v=58hms4L9fT0&t=4s&pp=2AEEkAIB