RE: US strategic $900m investment in Tungsten deposit π₯9 Nov 2025 20:55
This distraction of when / if Telfer minelife is not extended and Telfer West Dome seems to lose sight of the main prize HAVIERON. After all that is the reason all this took off. If Telfer production ensures a smooth move on to Havieron (I know there is plenty of drilling etc etc to be completed there) given the high grades at Havieron. 3g per ton, surely extending the mine life of Telfer and potentially mining higher grades is the icing on the cake. After all the work done at Havieron, its close proximity to the mill etc etc it can only be a win win situation in the longer term. The share price will no doubt wobble around depending on progress reports and profits made but this is relatively short term and lets face it GGP progress has been phenomenal for such a short timescale. IMO many on here need to be looking long term rather than studying the vagaries of the daily GGP share price. Time is of the essence and delivery expectations may well outstrip reality. I hope not but I would rather have a CEO who takes a conservative view rather than fuelling high expectations, especially in the short term.