GGPChat

All conjecture of course, but surely SD is in London, and Thursday's announcement is very short notice, because he has something exciting to say, possibly to do with the 5% FMV being agreed and/or other news. If that is the case, I would expect an RNS prior to Thursday? Any thoughts? :?: Hi Midas, ...

Ortex data collected on Monday 11th July.

70.35m shares on loan, +920k

Ortex data collected on Friday 8th July.

69.43m shares on loan, -840k.

It would appear as though there's plenty of volume for the shorters to sell into today or indeed, for new PIs to buy in at these budget prices (imv). I wonder if negotiations between the relevant parties is drawing to a conclusion an imminent update is on the horizon. With volume a shade over 3m so...

Do Berenberg publish their calculations / notes for this figure? And if so has anyone got access to them? I had a quick look under the references section on this board and there are a couple of comments mentioning the price update. Obviously it'd be great to see the basis of these calcs but I take ...

Good read. Anyone know of a new mine that has such critical minerals and rare earth metals?

https://www.fssustainability.com.au/aus ... d-grow-pwc

Ortex data collected on Thursday 7th July.

70.27m shares on loan, +1.74m

Ortex data collected Wednesday 6th July 2022.

68.53m shares on loan, +330k.

Pick and shovel - NCM can’t withhold results ( good or bad) from their shareholders. If the assay results are in by august 8th they will be reported and if NCM chooses to produce a MRE(2) then all known results will be included. Z I wonder why Newcrest will not comment on base metal presence (such ...

Ortex data collected on Tuesday 5th July.

68.20m shares on loan, +70k

Ortex consistent with 68.13m shares on loan as per above.

Likely not updated due to Independence Day holiday.

Ortex data collected on Friday 1st July.

68.13m shares on loan, -290k

Hi Chap, I think I replied to you on Telegram. See the last point below from November’s RNS relating to the placing. I’m not saying you are wrong, just managing expectations. The only thing we know is that the 5% will be resolved prior to DFS. DFS is being issued October - December 2022. C69D362F-5A...

The 5% completion is when they get the shares Per the Half Year results in March (I think) I asked Shaun about this, and this was his reply. "Hi Liam, I have had a few emails on this so it’s clearly presently a topic of some discussion. As I have mentioned to others, I confirm that I’m aware o...

Ortex data collected on Thursday 30th June.

68.42m shares on loan, +1.43m

Yesterday was low at 5.38m, today could be lower and looking at the trades with the 100k clips and sell > buy backs i don't think we'd have hit 3m. What effect could that have our the short position? The scale of short that we believe there is, and lowering daily volumes whilst getting closer to sc...

Ortex data collected on Wednesday 29th June.

66.99m shares on loan, consistent with yesterday. I will check later in case there is a delayed update.

At least we have the next exploration update from Newcrest on Wednesday 20th July (late PM UK time), followed by the Havieron resource update from Newcrest on 18th August (late PM UK time) with their Full Year Results, which will be as of 30th June 2022. This is in addition to whatever unscheduled n...

That all leads to 27.43m shares actually being used for shorting, ie the 40.95% of the 66.99m on loan. Hi GoGreen1, the utilisation rate of 40.95% means the 66.99m on loan is 40.95% of the total shares available for loan i.e. there are 163.59m shares available for loan. Dip posted some definitions ...

Just a note that Ortex updates will be posted in the following location going forward:

viewtopic.php?p=727#p727

For those who like to browse, it’s Reference Library > Sticky Threads > Ortex Data: GGP Shares on Loan etc.