Member Info for TheSnorkler

If its in an ISA wrapper now, when/if it moves to FTSE then it will still be under an ISA wrapper. The share listing is just 'adopted' by the FTSE, no share structure changes occur, so no changes occur to your holding or its ISA protection.

With our move to SETS, we seem to have a foot in the door to the FTSE, probably FTSE250.

Given we now have a ASX listing and the reporting requirements seem similar, it must be the next obvious move to the main market. SD comments at the town hall were VERY interesting as he swore his loyalty to London and not AIM, very revealing.

Obviously this move would generate substantial inflows.

I believe this move is already underway and the move to SETS was our proving ground.

Watch for an RNS next QTR on this move IMHO.

Even without the move to main market it looks like our SETS EMS will improve , which should mean even less MM manipulation . The EMS is reviewed every quarter.

https://docs.londonstockexchange.com/sites/default/files/documents/live_-_001_-22052025_-_revision_of_exchange_market_size_ems_methodology_for_exchange_traded_products_etps_0.pdf

Hi TT,

Yes, I'm very aware of the SD tantalizing comments. Feels very much like there is a plan in the works and he just gave the slightest peek behind the curtain.

Tungsten has also been enjoying a rise in the metals market so even the figures in the previous link are low now!

CPC did some processing design work for Newcrest. I wonder how much of this can be dusted off and reused?

Why do you think we never took over the reserves from Newcrest? Surely, it would have been a no brainer to include them and maximize the GGP value at the time? Could it be we have the mining rights, but didn't get the drill database..or something weird like that?

https://www.cpcengineering.com.au/projects/newcrest-mining-wa-ocallaghans-tungsten-project.

Hopefully 2026 is the year we wake the sleeping giant.

Found this analysis which I thought was very good. Obviously need to double check the facts, but A$4B extra after costs sounds agreeable.

I hope we don't sell the asset. Spend the next 2-3 yrs doing the studies, then use the Hav profits to build the mine.

Grok Conversation / X https://share.google/TZehpZx9pwLVjXe3k

This joke gets told EVERY xmas... Might as well (re)post it here. "How to cook a turkey"

"How to cook a turkey"

Step 1: Go buy a turkey

Turkey Dinner Step 2: Take a drink of whiskey, scotch, or JD

Step 3: Put turkey in the oven

Step 4: Take another 2 drinks of whiskey

Step 5: Set the degree at 375 ovens

Cup of Beer Step 6: Take 3 more whiskeys of drink

Step 7: Turn oven the on

Step 8: Take 4 whisks of drinky

Step 9: Turk the bastey

Alcoholic Beverage Step 10: Whiskey another bottle of get

Step 11: Stick a turkey in the thermometer

Step 12: Glass yourself a pour of whiskey

Step 13: Bake the whiskey for 4 hours

Bottle of Wine Step 14: Take the oven out of the turkey

Step 15: Take the oven out of the turkey

Step 16: Floor the turkey up off the pick

Step 17: Turk the carvey

Turkey Dinner Step 18: Get yourself another scottle of botch

Step 19: Tet the sable and pour yourself a glass of turkey

Step 20: Bless the saying, pass and eat out!

I think it's a Keith Floyd receipe.

I'll raise a glass to Bamps too.

🎄 Merry Christmas to all Greatland shareholders! 🎄

As we wrap up the year, let’s raise a cheer,

To golden chances and a future clear!

May your stockings brim with more than dreams,

With approvals signed and resource streams.

An MRE that’s rich, a gold price that gleams,

And profits flowing in steady streams.

May your portfolios glow like bars of gold,

While Brits above the hearth take hold,

And shorts burn bright as the fire turns bold! 🔥

May your turkey be plump—like gains ahead! 🦃💰

And drill results sparkle where Rudolph led.

Grades so high they make his nose look dim,

With tinsel shine and assays prim!

May mince pies taste as sweet as news we crave,

And gravy run thick like the ore we pave.

May your tree stand strong like our JV plan,

And crackers pop loud as a breakout can!

Here’s to those who light our way,

Guiding us through 2025’s bright day.

To patience that pays, approvals that land,

And ground that gives with a golden hand!

Thank you for joining this journey grand—

2026 is ours to dig and expand!

Follow the star to Havieron’s glow,

Stay golden, stay Greatland, and let profits flow! ✨

It was weird how the price broke the $4500 barrier so easily and on its first attempt and no immediate retrace. As I type this the price seems very comfortable and if anything wanting to press on.

This is massive for GGP profits ahead. Analsysts are using nothing like these numbers in pricing GGP.

Wow simply wow

Now that's shiny!

....and we will need less money from the banks to fund Hav other projects, saving lots. That's the major benefit.

China buying gold like no tomorrow.

https://www.kitco.com/news/article/2025-12-22/largest-bilateral-gold-trade-history-china-buys-nearly-1-billion-bullion?utm_source=site_navigation&utm_medium=sidebar_link&utm_campaign=latest_news&utm_term=gold_ab_sidebar_news

Make of that what you will.

The gold stuff on another charge.

What a Time to own a gold mine (a small slither).

Price making another strong push upward.

I’ve never really been a big believer in the whole “gold re-rating” narrative. When I first got in properly, gold was around $2,000, and a few folks on here (mainly Speedy!) were talking about a major re-rating. Honestly, back then I thought I’d be lucky to see a 50% rise off the back of the Trump drama.

I still remember thinking at $3,300: “This has to be the top—surely it can’t go higher.” And yet here we are, knocking on the door of $4,430. Just goes to show how little I knew!

IMHO: It’s never a great look to share (1) how much you’ve invested or (2) when you buy/sell. People will criticize, which is crazy because, let’s face it, every single one of us will sell at some point—or what’s the point of investing?

😉

"We expect gold prices to push beyond US$5,000/oz in 2026

We are upgrading our gold price outlook to reflect the ever-improving backdrop for

the yellow metal. We lift our 2QFY26 forecast by 11% to reflect mark to market

adjustments. Our quarterly forecasts for the 2HFY26 rise 14-16%. Our upgrades to

FY27 are more significant, with quarterly forecasts rising 20-25% to a peak of

US$5,200/oz by the 4QFY27."

Prior to this they had a GGP forecast of £6.20, so I'm expecting them to up revise by at least 11% to £6.88 and this doesn't factor in the JV which we had since their last review.

Given SD luck, if a meteorite struck it would be carrying gold and diamonds....and probably formed into little rings ready to sell!

For the chartists among us: as we approach the psychological £5 level, could our dual listing on AIM and ASX help us break through this threshold? AIM may face resistance here—does the ASX listing provide an advantage by avoiding that constraint?

BlackRock RNS also. They have reduced their holding below threshold. It looks like a share transfer. I'm guessing was sold to close a short.

Looks like GGP is expanding.

...which would equal a share price of £370.65 at the end of the year.....in case you were wondering.

4.62 UT. Blue is my favourite colour, I'd be happy with a 1.76% rise each day.