Member Info for TheSnorkler

Same again tomorrow pls :-)

Great news today.

I've been reviewing the Corporate presentation which has a time line of the Havieron build. Can someone remind me what the PP0, PP1 and PP2 time periods are. I know there are periods after the FID , but cant recall if they days, weeks, months, quarters, years, decades etc .I'm sure I knew once, but now forgotten!

or just let me know what date we will get 1st gold?

So the FID should give us costings, financing, a plan etc.

It will be interesting to see if this is based just on Hav and largely ignoring Telfers expansion, or will get a full joined up Telfer+Havieron joint plan and costings. i.e will we get an idea of the new (lower) AISC for Telfer.

Https://www.ibtimes.co.uk/berenberg-asset-allocation-strategy-excludes-bonds-1793029

I feel the bond market is about to hit the end of the tracks.

How different is Tungsten Mining to Gold Minning?

There seems to be a direction of travel to sell OC. I kind of get that argument; it takes up management time, we may not have the expertise (currently) and do we have the cash (currently) as we have higher priorities. All valid points.

We did however change our name from Greatland Gold to Greatland RESOURCES to show we weren't just about gold. If we use this fantastic asset to build out another team to focus on OC then it will set us up to acquire and developer other Tungsten projects further in the future (20yrs!).

Remember it will take years to develop and in that time we should have cash from Telfer and Hav to fund it, or we can mix it in with some bank debt. We can also push the timeframe back if we need to build up more cash to get the cash/debt mix right.

Thoughts?

Surely we should look to diversify in the future so we aren't relying on one and a half assets (Hav+ Telfer sharing a plant).

Https://research.argonaut.com/wp-content/uploads/2026/03/30032026_MORNING-NOTE.pdf

worth reading for several points:

1) move to $6000 gold delayed by 9 months.

2) GGP value £7.40, but its worth noting what is not included in that valuation

Nice little end of day surge occurring. Hopefully MRE on Monday

I'm not so sure we can't be included in the FTSE-100. The criteria is for the share to be traded on SETS (which most of AIM are not). We are however traded via SETS. There can be other criteria which we don't meet, but I'm not aware of any.

Maybe then he can claim a real emergency and put tariffs back.

So appox USD70Billion, needs to be returned to importers and added to the national debt.

Just another nail

The US hitting Iran

The EPBC is now closed for comments.

https://www.greatland.com.au/assets/havieron/invitation-for-public-comments-on-epbc-referral/

Dornbusch’s Law, coined by the German-American economist Rudiger "Rudi" Dornbusch (1942–2002). The full quote is:

"In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could."

Hold on tight...

5.1k has already gone

BBC News - Gold tops $5,000 for first time ever, adding to historic rally

https://www.bbc.co.uk/news/articles/cvgd8kj2y2po

Https://research.argonaut.com/wp-content/uploads/2026/01/20260122-Greatland-Resources-Exploraton-update.pdf

New target 7.70, however it reads that they are waiting on the MRE and the price movement is solely on recent gold price movements. I.e they just don't know how to convert the drill result into a valuation. Which is why we are seeing this evenings price movement.

$4800 usd broken. It's on a tear.

I don't belive half of what speedy writes...but unfortunately it's coming true.

"I was right, the ASX messed up. They will have to makeup for it tonight."

That will ignite the shorts over on the ASX...

I wouldn't like to be out of this tonight...tomorrow morning we could be a whole pound higher!

$4701. USD