Member Info for TimberTrader

Ooops! I Just saw Paddy's post on the 'Town Hall' thread! Anyway, the more the merrier!

"Slide 1 is from a 2011 presentation and the second two are from NCM exploration reports in March & June 2013.

West Dome Deeps which Shaun Day enthused over at the TH last week then disappeared from NCM documents - how lucky for Greatland"

I think a whole load of us enthused about it too!

https://x.com/paddygall1/status/2000556437702111284

https://pbs.twimg.com/media/G8NmLlgWEAM64oO?format=jpg&name=medium

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https://pbs.twimg.com/media/G8NmVYbWQAcILIL?format=jpg&name=medium

A little mention in 'The Post' in New Zealand (about last Friday)...

"In Sydney the S&P/ASX 200 gained 1.23% on Friday, while setting a new 20-day high. The top performing stocks were gold and copper producer Greatland Resources, which gained 9.90% on positive market sentiment, while uranium producer Boss Energy rose 8.59%, clawing back some losses within an overall soft uranium market."

Every little helps!

https://www.thepost.co.nz/business/360915733/daily-dispatch-investors-swing-away-technology-stocks

A reiteration, but where we are today - We're now only about 2 weeks away from the end of Q2 FY26...

We achieved an average gold price of A$5,277/oz in Q1 FY26 (1st July - 30th September 2025) which generated net revenue of A$476 million (including Copper) and an operating cash flow of A$284 million for the quarter, delivering a closing cash balance of A$750 million (from A$575 million at 30 June 2025), debt free.

The Gold price, so far in Q2 FY26, hasn't dropped below A$5,880/oz, which was the price at the start, on the 2nd October!

The Gold price, so far in Q2 FY26, has reached as high as A$6,765/oz!

The Gold price today is +/- A$6,525/oz!

And don't forget the Copper. Up +/- 15% since the end of Q1 FY26.

The oil price is also down around 7% so far in Q2 FY26, compared to Q1 FY26, which should help the AISC too.

Also, don't forget that we started the 2025 calendar year with a Gold price of only A$4,250/oz, and look at the Free Cash Flow we achieved in Q3 FY25 at that price alone.

Are we going to hit that closing cash balance of A$1 Billion? I'm not going to over-egg it, but it's possible, and if not it will probably be close.

Https://x.com/i/status/1999663323546288558

Shaun Day made it very clear last night that he didn't anticipate any gap. In fact he said there's no need to "Mind/mine the gap"!

Also No.3 in the ASX 300 Index and No. 7 in the ASX ALL ORDINARIES.

Great to sGreatland Resources was the top riser on the ASX 200 Index today, up 9.9% @ A$9.44.

I had to leave right after the meeting to see family, but, all I can say, without going into a great deal of detail, is that I left even more positive than the positivity I had before! I mean really positive! Thank ypu Shaun & team!

OK, so I checked (boring I know!) Not much in in really, if we wish to look at both the ASX & AIM. The Mid AUD/GBP exchange rate on the 17th October was 0.482, and yes the ASX high then was A$9.23, so in GBP it was £4.45. Whatever, we're getting there, which is the main point I guess to most! GLA!

It's good to see the AIM sp beating the ASX again, so far anyway, for a change.

Yes, like any fund, from time to time, for various reasons, Tembo have sold a small, around 15% of their holding. No big deal.

"I’m searching for the best growth shares to buy in 2026. And I think I’ve come up with some terrific ideas.

Greatland Resources, Bab**** International, Ibstock, and Allianz Technology Trust (LSE:ATT) are four top growth contenders that deserve serious consideration. With each of them also trading at rock-bottom prices, I think there’s scope for them to soar in value in the New Year.

Want to know why? Read on.

Gold-plated bargain

Greatland Resources shares have surged in 2025, reflecting another strong year for gold. The business digs for the yellow metal (along with copper) from the Telfer mine in Australia.

Gold is broadly tipped for further robust gains next year, reflecting ongoing economic and political uncertainties. And so Greatland’s earnings are expected to soar 54% this financial year (to June 2026).

This leaves the company on a forward price-to-earnings (P/E) ratio of 8.6 times.

Looking further ahead, Greatland’s profits could soar from 2027 as its Havieron project in Oz cranks into life. Be mindful though that development setbacks could threaten its prospects..."

LOL! I can't believe that you can't use that very well known company name without the BB throwing a wobbly!

ok, motley fool, but, as i always state, it's the oz version, and significantly more up to speed/accurate on gold miners than the uk version.....

"i’m searching for the best growth shares to buy in 2026. and i think i’ve come up with some terrific ideas.

greatland resources, bab**** international, ibstock, and allianz technology trust (lse:att) are four top growth contenders that deserve serious consideration. with each of them also trading at rock-bottom prices, i think there’s scope for them to soar in value in the new year.

want to know why? read on.

gold-plated bargain

greatland resources shares have surged in 2025, reflecting another strong year for gold. the business digs for the yellow metal (along with copper) from the telfer mine in australia.

gold is broadly tipped for further robust gains next year, reflecting ongoing economic and political uncertainties. and so greatland’s earnings are expected to soar 54% this financial year (to june 2026).

this leaves the company on a forward price-to-earnings (p/e) ratio of 8.6 times.

looking further ahead, greatland’s profits could soar from 2027 as its havieron project in oz cranks into life. be mindful though that development setbacks could threaten its prospects...."

https://www.fool.co.uk/2025/12/10/4-dirt-cheap-growth-stocks-to-consider-for-2026/

Map at the bottom of the site...

https://www.cavendishvenues.co.uk/venues/22-duchess-mews

Yup, spiked up briefly to around US$4,233, but now settled back to just over US$4,200, which is just slightly above the average so far today.

U.S. Fed has cuts the key rate by a quarter point, as expected.

Thanks to Stuart Hinds on 'X'....

"MLG’s Civil Crew is hard at work supporting our client, Greatland Gold, at their new venture project Havieron.

Our team is currently excavating the existing boxcut to the required width for the installation of the concrete base sections, which our concrete and steel-fixing crews are pre-casting onsite.

The next stage will see the installation of the floor and wall panels for the Havieron boxcut tunnel, designed to reduce water ingress throughout the wet season.

This construction project will significantly strengthen our client’s operational resilience in all weather conditions.

Proud of the teamwork and capability on display as we continue delivering quality outcomes for our clients."

https://www.linkedin.com/posts/mlgoz_mlg-civilandmining-civilconstruction-activity-7404070191241998336-Quew?utm_source=share&utm_medium=member_ios&rcm=ACoAAAxE6B4BDheYtlnWjOcCoWNWoibz6hQZy7I

https://media.licdn.com/dms/image/v2/D5622AQEVWbUvuACRbw/feedshare-shrink_800/B56ZsCKmE7K4Ag-/0/1765267892627?e=2147483647&v=beta&t=FRzUBY2dxiM7gYtqoc3MbCzExne0WFDmB0mt30RIskI

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Today's rise, so far, could just be us getting 'back to normal' after the Tembo sales reported yesterday, which would have held us back for a period (unknown). Just my opinion.