Member Info for Tildo

As a gold producer we can’t escape the Gold Price. To the casual observer the potential at Hav and Telfer are not understood and the company need to publish a significant reserves update which we know are coming in the next 4-5 months.

Let the Gold Price settle (Chartist are calling 3500) and then fill your boots. If the next period aligns to another bull run in gold then £5 is a strong possibility in my view.

GLA

It’s only matching up to the uk closing price as far as I can tell. If Gold goes again then I suspect Monday will be a blue day….

Something has to happen. We are massively undervalued in my view and the ASX over correction has to reverse ahead of the next quarterly results and Hav announcement.

Roll on 8 am then……

The same thought had occurred to me. GGP board announce £100m share buyback using cash reserves.

I know they need to hold the money for Hav development but there ought to be some blow back to the manipulators who have wiped out £700m of the company value. All because the board took a risk adjusted attitude to their reporting!

It makes you wonder if the Aussies have a clue. Somebody took a bath last night selling ASX GGP stock at well below purchase price £3:16.

It seems like the UK market is trying to get our shares back…lol

The increased AISC for FY26 was signposted clearly when we bought Telfer. The massive pile of free dirt was a cost lowering gift from Newmont and not going to be sustainable. I guess nobody was paying attention down under!

Let the games begin….

So, if the Australian funds want in to GGP and place an order for 1% stake then the 6.67M share order is more likely to be filled on AIM as stock is transferable and as some have noted tradable through some brokers on both markets?

Would this imply more price action on AIM than ASX for the near future until the MM balance stock demand in each market?

The U/T is rarely ever the opening price. In this instance we have a no trading day tomorrow and once consolidation happens I am expecting the 15.6 / £3.12 price to be set on opening.

I don’t think anyone will be able to buy at that price and expect an immediate 5%+ bump and steady rise back into the 17p / £3.40 plus range for AIM trading Monday.

What happens on ASX opening is impossible to predict but it’s gonna be exciting……

Transference of stock from AIM to ASX over time is exactly the point of listing on both exchanges. The question is how cheap are uk investors going to let the stock go?

One might expect some early profit taking but the floor must be the 15.8p equivalent offer price. It seems entirely conceivable that we will have a week or more of AIM price starting high at 8am and decreasing as shares are sold through out the day and the ASX starts low and increases to new highs each day as demand dictates.

Who knows what will happen but overall increase to 20p plus must be a realistic possibility in the next week or two.

Err. I would think it is oversubscribed if they are selling for 15.3p a share!!!

I think the last 3 weeks pull back from 15p to 12p has been investors waiting for today’s news. There are only 2.5% shares being raised. If I understand correctly these will be issued at a price determined on SP two days in mid June just before the listing.

One assumes that these will be offered at market price on the two days mentioned. So no discount.

I think we could see a sustained rise now into the consolidation and listing. The uk retail offer is very very small and only being made to allow uk based investors the same opportunity as the Aussie lot.

Very possible we hit new Mcap high next week.

GLA

They also needed to do something pre-consolidation. Seems like a fair deal considering the alternative dilution. It’s also possible the SP could be much higher by the 2026 vesting date making the uplift in options value look less reasonable.

Bridging loan strategy….lol. That’s going in the same bonkers box as my ‘cash in all my GGP, place the lot on black at the casino, buy back twice the GGP stock strategy. Genius!

The Samso interview with SD at the weekend was the first real indication our CEO is considering a move to main LSE market. I wouldn’t be surprised if this did happen but ASX is clearly the priority.

You’re not wrong MH. I know all this. It’s more the market disconnect that I find irritating.

It’s also the reason I am invested. There is huge upside to the SP and market cap in my view.

Here’s hoping.

It’s all good news on the gold price but as yet the GGP share price is not reacting. Newmont up 5% today but GGP only 2% on the day.

Gold is up 35% in the last year. That’s all extra profit and our SP is identical to 1 year ago.

Surely not long to go now before the market wakes up…..

Not sure what the GDXJ are doing. Be good if they corrected. Not sure if this is linked to GDX either. This could be another catalyst for SP growth.

A$145M in the bank, over a billion £ of gold just sat there with no significant cost attached. This is going to be a monster money making business.

Spot on Loggy.

The board need to hammer home the point we are a producer. What better opportunity than the previous (partial) quarter results.

Not sure why we need the conspiracy theories….

Must admit watching the GGP share price has been unnerving since Christmas. We were 6.36p on 31 Dec and are currently sat on 6.34p. Variance in the last 10 trading session has been 0.1p up or down.

Is this the new GGP trading pattern. Are they going to bore us to death….