Member Info for zoros

rcgl2 - 'cos there aren't as many posters over on their bb to wind up!
Z

A lot incoming over the last 7 weeks of the market for 2021. And Q1/22 even better with the DFS.

11/21. Rio Amarillo assays due.
11/21. M D and A and Quarterly financial report.
Q4/21. Alpala PFS. (Tandayama not included).
12/21. Porvenir (Cacharposa) MMRE.
Q1/22. DFS.

Brilliant to read more and more people talking about taking Cascabel or Solg out....no CEO means something definitely brewing. Quady has bu**ered off too!
Here's to putting this whole process out of its misery after 8 years and hopefully moving out of the dark into the sunlight and as far away from Solg (and this board) as possible.
Z

Bamps - we now have two major PI's apologising!! What a strange world we live in.
Back to work please....there's gold in them thar hills.
Stay safe my friend.
Z

Malcolm, I am assuming you mean Christmas Day 2022!!
Here is what is going to happen in the next 7 weeks between now and Christmas Day:

Q4/21. 24 Assays pending.
12/10/21. Hav PFS. (Stage 4 complete. NCM earns 70 %. Qualifies for extra 5% @ fair value).
10/11/21. NCM AGM.
26/11/21. Firetower/Warrentinna mining rights expire.
09/12/21. NCM Interim report.
12/21. Option period to buy 5% commences (deadline: 12/22).
12/21. GDXJ quarterly rebalance..
12/21. Option for NCM to take over management @ Juri JV.
H2/21. Drilling programme commences – Rudall.

Even if we pluck the best of the above out of it (23 assays pending), we all know the SP barely flinched.
Unless an "unknown, unknown" comes along between now and then...this will sit at <19p.
I'm impressed by the optimism, if nothing else :)

Time to take a deep breath, throttle back and prepare for 2022..........Q1/22 will "change the lanscape forever" with the MRE2(inferred) update.
Sleep well UK.
Z

Hi Corradus. Your figures.
You're using the AISC in your calcs. You should be using the PoG minus the AISC in your calcs, not just the aisc.
Secondly you should use all available shares @ 4.2Bn.
Best
Z

Hi Speedy, appreciate your response, thanks. Panic stemmed from the plethora of PoG posts that have been advertised on this forum for a long long time, not all by you I hesitate to state.
I wish you well in your AUspicious EQuity accumulation ;)
Z

TT are you timberwolf on advfn?
Same sort of language.
When I said ouch, I meant it in the context of SD even mentioning a buy out. Nothing more nothing less.
Why have I seemed arrogant to you?
It was surely not meant.
Z

"...As I said I'm not going to post what I get on here in future..."

And two minutes earlier you posted this:

"...Last time I spoke to my contact he said 2.1/2 weeks to prepare for AGM. Plus 3 weeks notice makes it 20 November or so...."

You couldn't make it up, guys. Walter Mitty through and through.

RK. I have just counted all the posters who 'recommended' that you were a fantasist: 28 in tiotal.
Do you really want to nit pick? ffs.
Z

Rubic.....ergo, why shouldn't NCM simply abandon all their mines and concentrate on Hav alone?
They are a multi based miner and for obvious reasons. C'mon now, keep up ;)
Z

TimberTrader good afternoon. In response to this:
"...I don't remember SD saying anything, whatsoever, about the sp being a factor in being "taken out"?! ..."
Try this:
https://www.proactiveinvestors.com.au/companies/news/962875/greatland-gold-to-become-second-lowest-cost-gold-miner-globally-following-havieron-pfs-962875.html
Start @ 6:15 but the magic words appear @ 6:35. Ouch.
Z

lebugue - addick. Tx 4 this. I will add it of course and thank you for pointing it out. However, GGP website shows nothing in this regard. Could you assist with a link perhaps?

PS: Where did lebugue-addick come from :)

Z

Afternoon Speedy - hope you are well?
You know I have to respond to this...;)

Last....first: When The Weimar Republic had to pay back the cost of its WW1, it is the way they went about it that led to the collapse of the Mark.
I think you cannot consider this in your argument because we are not at war. If we were, the last thing on anyone's mind would be a phone call to the bank to sell off one's gold.
You know, I know....we all know that a miniscule fraction of the public "hold gold". They have no need to because for as long as they can recall (ie: 1945), the threat to the nation no longer existed. The question nearly every person must be asking is: is there an existential threat to the well being of the individual and their relatives in the foreseeable future? Of course there isn't, so why would anyone 'hoard' gold? If the answer to the above was...yes there is another global threat imminent (war/pestilence/climate), the last thing on their list of things to do would be: buy gold.
Buying and dealing in gold (I would respectfully suggest) is the preserve of the rich and the sophisticated investor. It doesn't register with the proletariat one jot.
If anyone has to ring the bank to sell some of their gold reserves to survive financially, I would suggest the country would be worried about far bigger issues, don't you think.
By all means hedge against inflation, circumvent market disasters, but don't 'panic' people into thinking they must buy gold to survive........
They'll be hoarding food tins next.......ooops!
Z

Let's see which poster rises to this eh?
Z

Q4/21 90,000m growth drilling continues until July 2022.
12/10/21. Hav PFS. (Stage 4 complete. NCM earns 70 %. Qualifies for extra 5% @ fair value).
10/11/21. NCM AGM.
26/11/21. Firetower/Warrentinna mining rights expire.
09/12/21. NCM Interim report.
12/21. Option period to buy 5% commences (deadline: 12/22).
12/21. GDXJ quarterly rebalance..
12/21. Option for NCM to take over management @ Juri JV.
H2/21. Drilling programme commences – Rudall.

Z

Morning Clairabella. If we are to believe we are sitting on 20Moz, then £1/share is indeed possible for GGP shareholders alone.
Question is (for me) will GGP still be in Hav by then?
Z

Hodgie14, I tend to agree.
These are the questions I am beginning to think about:
1. What exactly do GGP do, now (@ Hav)? NCM manage it, NCM pays for it, NCM writes the JORC's, NCM do the assays, NCM owns Telfer. Mmmm.
2. Why would NCM want a minnow carrying 25% of the profit @ Hav?
3. NCM have recently taken an option out for $2Bn. What are they planning?
4. GGP have other fish to fry in the Paterson.
5. GGP don't have enough time left before production, to become proper miners.
6. SD is a M&A man.

I am leaning more and more towards NCM making an offer for Hav at or shortly after the DFS.
Z

Dumbpunter...IF...if you can afford to wait, putting what you put in @ 19p.....back during the embryonic days of GGP, would make an investor a very very wealthy person. It would certainly obliterate any profits you would be making at a later stage.
Maybe for them, not such a dumb punt eh?
Z

KNP - we don't all want to go overboard with your situation, do we?
Last visit shows me you have 17+ million of these babies. Even if you bought in @ 10p (much lower probably)...you are currently sitting on a profit of atleast £1,000,000.
C'mon big guy.....give us a break eh?
{Enter angels playing violins).
Z

I'm not a marketing guru, I understand the basic elements of investing in the SM and especially AIM. I have spent a lot of time dealing in both, getting my fingers burnt and making lots of money too.
Everytime the market (here) fails to perform, many, many posters start complaining about 'shorting'. A very few (counting on one hand) know anything about it. I suspect of the hundreds of posters on GGP, maybe 3 or 4 fully understand it. About a 100 comment adversly about shorting but have no idea whatsoever what they are talking about. They simply jump on the band wagon to release their anger that the stock that is going to make them wealthy....is taking too long!
We know who the experts are on here, let's read what they have to say and for the rest, can I ask that comments on shorting are only backed up with hard cold evidence perhaps?
At times this subject contaminates the board and the subject matter.
Is that too much to ask?
Z

KNParker....sorry to hear your angst. I suspect your ambition at the start was to make money fast and get out, correct? Might I also suggest you haven't invested in miners before?
Stock only moves on big news, sometimes that news could be rumour but it would still cause the stock to move. Big news in miners is PFS/MRE/DFS/JV/Bid/production.
Not all of those guarantee a spike in the stock but traditionally they are a bellweather to progress of the SP. Assay resultys/quarterlies. etc do not move stock.
Lurking between these 'triggers' is sentiment, market sentiment moves stock (up and down). There is no logic for market sentiment. I call it 'dark matter'!
In summary KNP, I have bad news for you.....investing in mining (unless you are a day trader) is a LTH game, I'm afraid. Layers and layers of patience needed.
I will leave you with this and hopefully it will "calibrate" your thoughts and enable you to find an 'out' or exit strategy.
GGP will not be @ 17p in 12 months time because production commences. You know and I know it will be many multiples of this. Use this to determine your exit strategy and anything that 'bigs' the stock up enroute could even accelerate that strategy.
12 months KNP....12 months.......
Z