GGPChat

Ortex data collected on Friday 22nd July.

72.12m shares on loan, +1.47m. Remember the lag on Ortex

Ortex data collected on Thursday 21st July.

70.65m shares on loan, +530k

Ortex data collected on Wednesday 20th July.

70.12m shares on loan, +1.15m

Ortex data collected on Tuesday 19th July.

68.97m shares on loan, +710k

Ortex data collected on Monday 18th July.

Shares on loan 68.26m, -2.01m

JC - have you seen Bamps post @ 14th 1109? His "inference" is the same as my 'guess' was. So, it seems there is a mix of views as to when the 17p (+20%) is valid. The 17p cannot be for now - the maths based on 2.9Moz Ore Reserve don't add up to that. It HAS to be a projection - date unkno...

Ortex data collected on Friday 15th July.

70.27m shares on loan, consistent again

bamps @ 1109 - thank you, finally some clarity. so the 17p is a "projection" of the SP value of the company at or around "build in" time, circa 2024/5. When the underground structures commence. my question about the sprott 17p was partially answered @ 1209 in the podcast in that...

Ortex data collected on Thursday 14th July.

Shares on loan 70.27m, consistent

No RNS today? NCM results are next week, landing Wednesday 20th July late night in UK with a GGP RNS on Thursday morning. Some speculation about a RNS ahead of Shaun’s events today, but nothing concrete; Time yet I suppose. No updated presentation on website as yet, but updated content may only ref...

zoros wrote: ↑Wed Jul 13, 2022 2:21 pm Costa, morning.
Your 1219 today - I don’t understand why you want me to address someone else’s post?
Z

Zoros, afternoon,

What are your thoughts regarding the “build start”? Would you now be of the opinion 17p applies to the present time and not 2024?

Ortex data collected on Wednesday 13th July.

Shares on loan 70.27m, +60k

The 17p is a valuation on a project basis. Ie of Havieron.In terms of timing they stating the value as at build start date. "asset value 1x npv project @ build start" We need to determine what “build start” is. Decision to mine, decline / early works infrastructure or production related. ...

The 17p is a valuation on a project basis. Ie of Havieron.In terms of timing they stating the value as at build start date. "asset value 1x npv project @ build start" We need to determine what “build start” is. Decision to mine, decline / early works infrastructure or production related.

The report tells us what it expects in terms of tonnage after the SLOs has started and with a second decline to increase tonnage. It stipulates 9MozAu. Even taking this into consideration it still values it at !7p What further proof do you need? Z All mining broker/analyst reports will state values...

The report tells us what it expects in terms of tonnage after the SLOs has started and with a second decline to increase tonnage. It stipulates 9MozAu. Even taking this into consideration it still values it at !7p What further proof do you need? Z I want to see where it says 17p in 2024, to back up...

JC have you read the report? SCP have extrapolated all the way to a 9Mt/yr operation with 9Moz@ 3.4g/t. They are even suggesting a2nd decline to get this tonnage out. And still they value it at 17p??? I’m very uncomfortable with this, which is why SD’s views would be welcome on Thursday. Z Yes I ha...

This piece of research is probably the deepest dive by any independent party ever undertaken. It is essential reading for everyone. The 17p values exactly where SCP expects GGP to be in 2024. Z Not so sure the 17p is applicable to 2024; Was that explicitly mentioned regarding a timescale for the pr...

Ortex data collected on Tuesday 12th July.

Shares on loan 70.21m, -140k

Apologies for starting a new topic, but didn’t want it to get lost or missed. Looks like Shaun will be in the UK this week and next. That’s a long time to be over here! 83EEF56C-E06D-4363-A4C3-BFF6C39DD8B3.jpeg Who knows why, but hopefully finalising the last few touches to resolve transition issues...