GGPChat

Personally I believe the AISC should be double that figure below to cover both Telfer plus Havieron. I always say it is best to be conservative and more realistic so then any upside is a nice benefit. Expecting GGP to shoot out the lights from the off is always a big ask. If you re-run below using a...

Agree with other responses. Shaun covered this during his interview with Samso and Liam. Go listen. GGP does not need to raise more monies. Latest broker notes also mention this.

HopefullyGold… are you sharing this new appointment or is this you?

Thanks for that. So working backwards from the end date of the June quarter, 30th June, I expect Shaun to be in London during April to present the Q1 2025 figures and also discuss the ASX listing. May at the latest but it makes sense to arrive in London during the last week of April to present both ...

I wonder how many ETF's won't buy AIM listed companies but will buy FTSE listed... which is a positive reason to make the move over. If GGP is listed on both the ASX and FTSE it will be on the radar of a lot of ETF's that it currently does not by being on AIM only.

To make say the FTSE250 GGP would need to be off AIM and on the main market?

West Dome Deeps This is very very interesting. The Footnotes “gold equivalent” extracted below states AUD$3,150 and AUD$5.30 have been applied. Wow that is conservative when compared to today’s spot price of AUD$4,600 and AUD$7.30. Talk about UPSIDE ! Footnotes: 1 The gold equivalent (AuEq) is base...

This is GREAT NEWS. If GGP can keep finding new Telfer ore then more revenue will be produced through Telfer and GGP will have the funding to push through the Havieron development as soon as practical, hopefully all without the need to draw down on the banking facilities. I cannot see any reason to ...

Let's hope that any future GGP modelling will show two calculations from now on, similar to other ASX goldies that I have noticed.... first is a NPV calculation based on conservative gold/copper/silver prices, and second is the same calculation using spot prices. This will show the market value that...

I am glad you have used that ASX peer comparison because it definitely highlights that AIM is no longer the right platform for GGP anymore. Shaun said as much to Samso during their chat. Ideally GGP move from AIM to LSE when they cross list on the ASX. LSE has to be better than AIM. I hope Shaun is ...

https://pubs.geoscienceworld.org/segweb/books/edited-volume/2314/chapter-abstract/131184058/Chapter-11-The-Telfer-Gold-Copper-Deposit-Paterson?redirectedFrom=PDF This starts with "The giant (>20 Moz) Telfer Au-Cu deposit..." so if we take 20mOz as the total endowment and subtract mining to...

On the topic of ASX shares being available for trading (ie. liquidity on the ASX). We probably have 50% or more of the shares now owned by Aussie shareholders so that should provide some liquidity on the ASX, given these shareholders are awake when the ASX trades. I am sure Shaun's London roadshow t...

On the topic of ASX shares being available for trading (ie. liquidity on the ASX). We probably have 50% or more of the shares now owned by Aussie shareholders so that should provide some liquidity on the ASX, given these shareholders are awake when the ASX trades. I am sure Shaun's London roadshow t...

Just on this "He has also restated what I thought was bullish at first utterance which is 20m Oz at Telfer and 10m Oz at Hav. " Ref: Telfer this includes all the gold/copper/silver mined to date as well. So not 20mOz looking ahead, just in total, less what has been mined since the 1970s un...

If Shaun has reset his time with GGP for say another 5 years, that will take him into his mid-50's and then time to retire no doubt. Go out on a high and with a large sum of money to retire on. A lot of his future wealth is to be determined by his shares held with GGP. So with that said it is in Sha...

My thoughts are dividend are say 3 to 5 years off. The immediate priority has to be funding CAPEX at both Telfer and Havieron. Also, preferably we do not use the banking debt facilities that are available and instead use the cashflow from Telfer to pay for the CAPEX at Havieron. Another thought, I w...

The April 2025 update will include a full year 2025 projection/forecast. That will be a massive moment for GGP. They will be reporting a full quarter's operations which will be extremely detailed. And also provide a 9 months forecast. I am excited to see the Broker updates in April. If 19pence is th...

https://www.australianmining.com.au/de-greys-hemi-leverages-gold-price-high/ From the article above: "The definitive feasibility study (DFS) from September 2023 had an estimated net present value (NPV) of $2.9 billion, conducted at a gold price of $2700 per ounce (oz). Now, at the current price...

Hydro, the Newmont shares have not been issued yet until the deal is signed, sealed and delivered. As StarBright wrote on LSE today at 08:51: Of the 5.2bn placing shares then: 675m to Wyloo 797m to Tembo 637m to Firetrail That leaves about 3bn as yet unaccounted for. With the disclosure threshold at...

Hydro, you friend Master Investor just wrote a new article on GGP… as predicted, he isn’t a fan.

https://masterinvestor.co.uk/commoditie ... ld-update/