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A very good point, think on that, of course it doesn’t automatically mean it’s positive (for those who seek balance) but confirms the cogs are turning in the background. I believe, as I suspect many others do, he has to be careful until GGP officially announce their plans to finance a blinding deal to take Telfer & the 70% of Hav. At these prices an excellent opportunity, Exciting times ahead, good luck to all, fingers crossed
Agree, there is a very different mood conveyed by the 2 releases (NCM v GGP), for what reason I don’t know, but I’m sure all will be revealed some time soon. NCM wasn’t uplifting at all & then GGP with results like:
HAD172
- 54m @ 1.0g/t & 0.07% Cu from 1,336m
- 103m @ 2.0g/t Au & 0.23% Cu from 1,433m
Amongst many drill holes that returned significant results, pleased GGP have shared the additional detail, feels like SD is keen to advertise our development to the market & NCM doing all they can to hide it, while still achieving minimum reporting requirements.
I’ll certainly be hanging in there to find out how all these games play out.
Good luck all.
Liam / Bamps
Great effort guys, I watched, enjoyed & absorbed info previously unknown to most. Like most, I appreciate your generosity in sharing your extensive knowledge / research & your time in creating the podcasts.
Ignore the criticism, trouble is if you are create something there is always someone less creative that will pick it to pieces, create nothing & they have nothing to comment on. If it isn’t constructive criticism ignore it, they have no intention of benefit. They are just advertising their own character flaws & lack of decency.
Keep up the great work guys.
Good luck all genuine GGP’ers
Sonofthebull,
ConocoPhillips not an oil producer, I live very close to one of their refineries & storage facilities & you my friend are talking absolute nonsense. Not sure what your angle is but ConocoPhillips are definitely an oil producer & a hefty one at that. I would be delighted if they are the unnamed company.
Zoros,
I hear what your saying & agree our current situation is a reflection of the proven resource to this point in time. I appreciate your view & I don’t see it as negative, as it appears to have been taken by some, it’s just a realistic for the known right now, Donald Rumsfeld comes to mind. I completely agree it is very difficult to value speculation. That is in my opinion how the market sees it, the well researched have a better idea of what might (is likely to) be but the market will only acknowledge certainty, when we achieve that the market will react (FS, production, additional MRE’s). All in my opinion & I have held since 2019 & topped up along the way & will be patiently waiting for that day to come.
Good luck all GGP’ers
Costa, agree this discount is another buying opportunity, taken gladly, albeit my small top up at 10:34 showing as a sell. Patience is the key here, the available info, SD interviews & opinions of our resident contributors continue to convince me it is just a matter of time, hopefully all genuine holders that are under water can wait this out & return to profit & we can all enjoy the fruits of GGP’s efforts as the full story unfolds.
MFU,
Without wishing to cause conflict, I play my cards closer to my chest, this is an open forum & laying your hand on the table by indicating patience is waning & a willingness to accept a low bid encourages those (if indeed they exist) intent on spreading negativity to drive the SP down. Don’t lose sight of the facts, RNS’, spectacular drill results, progress towards DFS & cash flow, NCM wanting the 5% at FMV all good & the introduction of some very sophisticated posters on here with clear intent. The last part tells me, we are significant enough to get the real professionals onboard to spread doubt to have us part with our shares, Why? I take comfort in their presence, they are here for a reason, IMO. Hold tight, ignore the noise & watch some of SD’s interviews.
Desert,
I have the same thought of building into any deal a royalty type bonus based on the current resource estimate / valuation vs future realised resource / valuation. Protects both parties & seems a fair deal, if as we expect the resource is upgraded both win, if by some miracle the resource disappoints both parties lose. I like to think their are still some genuine & fair people out there. I’m maybe living in a dream but believe as partners NCM & GGP will want to arrive at a deal that doesn’t damage the relationship, of course money talks & we will see, but IMO the two will strike a deal that suits all. How much, well that’s the exciting bit, who knows, be very interesting & like already mentioned let’s the cat of the bag for the potential value of Haveiron.
Speedy,
I’m also surprised by the share price. In can only think it is being held back because institutional investors are waiting on the sideline for the FS & official decision to mine. As we know those who have enjoyed the journey as LTH are pretty certain this is going to become a mine & create cash flow, SD actually said in a Q&A session ‘Havieron becoming a mine is the worst kept secret going’ however for institutions to commit that is not enough, guaranteed, concrete decisions / info is what they require, albeit the PFS derisked the situation significantly & all but guaranteed the development of the mine, for II’s ‘all but’ isn’t enough. Just my take. Also another creator of doubt for new PI’s may be that SD has no skin in the game (yet) other than his contractual awarded shares, he recently addressed that in the latest Q&A session when asked about it he replied he is in a position of advantage with info not available to the market & therefore hasn’t been able to invest & then said something suggesting he intends to change that situation soon, present or stating ‘watch this space’ based on SD’s answer. Triggers for SP movement MRE update, looking like Q1 2022, FS Q4 2022, SD putting his hand in his pocket ‘who knows’ but I took it from his comments that is going to be soon, when he is legally able to do so, possibly after MRE update. I’m very positive this will increase significantly, just got to be patient & enjoy the ride.
Nap, totally agree, if the objective of the negative posts / shorters is to disrupt the board & drown out the useful / educational info then it has been a huge success. I’ve been in this share & this forum for years now & never seen the likes of the last 24hrs. I understand the upset at what has been perceived as unjustified suspensions & bans implied on some of our highly regarded fellow holders & contributors to this forum but surely continuing the protest just feeds the success of disruption. Personally I don’t need any reassurance & I have confidence from info conveyed in the official releases & the SD & SB interviews, use the quotes & facts from those to counter the attempts to seed doubt. This is not a post to create conflict just an observation & plea to our resident experts to continue to contribute their valued opinions, perception & knowledge that helps us all.
Rather than reply directly to trolls, just counter with a new thread of Facts or Quotes which can not be disputed, here’s a few all from Shaun Day in recent presentation & the LSE webinar.
‘Havieron becoming a mine is the worst kept secret going’
‘The detail of the PFS is enough to be a bankable study, we have banks queueing up to back this project, already have offers on the table’
‘2nd lowest AISC (all in sustaining cost) globally’
Ok maybe not word for word but message is accurate, no disputing that. Watch the presentation
David Baddiel & Frank skinner released ‘3 Lions on a shirt’ as England’s official song for Euro96, think he’s referencing that. Not a jab at you, just saying. Back to GGP, look forward to the MRE upgrade sometime between Dec & Feb. That’s the beauty of this share, lots of cogs turning, lots of progress & updates, always something on the horizon. Hold tight & keep well.
xeverton, I assume your an Everton fan. It’s not often an LFC fan will agree with a blues fan but you’ve hit the nail on the head & your right to shout it, it seems some are missing that point. It’s understandable that anyone who bought in above these prices are concerned but ignore the negativity & listen to SD in the presentation. If that doesn’t create confidence in your investment, nothing will. It also furnishes people with up to date knowledge so they can ignore or challenge some of the attempts to seed negativity. I give careful consideration to posts before deciding which to ignore & filter, some alternative views can lead to decent discussion & education, some as I say belong in the green coffin.
Come on you Reds
Apologies if already mentioned
During the presentation Shaun said ‘Havieron becoming a mine, is the worst kept secret going’
Sure most LTH we’re already confident it will be a mine but it’s great to hear that comment from the horses mouth.
Patience is all that’s needed, if you need some clarity & reassurance of the project listen to the presentation. SD comes across great, really getting into his stride. He also answered a question about comparison to Northern Star famously by saying Havieron is a better starter mine than Northern Star had.
I recommend sacrificing an hr or so of your day / evening to listen to Shaun’s perspective on the PFS & the immediate & distant future.