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Posted at 23/4/2024 08:07 by halland75 Exactly Arthur. Because if I was wealthy I wouldn't have to rely on my kids drawing GGP dividends for the rest of their lives. I certainly wouldn't care if I were over invested at 50k. HydroWrong has said all this. Who would care , let alone say all that if you are rich? Gosh, What a pathetic liar. Karma, sure is grabbing his nuts 😆👍 Read Full Thread Reply
Posted at 19/4/2024 12:44 by hydrogen1 Could it be the reason you held GGP, Abrehe was because it was obvious that GGP was a buyout target. The way Newcrest behaved made that crystal clear and their hatchet job PFS truly damaged our company in the short term BUT - if you have genuinely held for 7 years why moan - you are over 2000% up on your investment - real value creation. You had every opportunity to sell. And you are not alone - That's the reason that most people held - a potential buy out or a 2nd discovery. And conversely that's why Gervaise sold. Becuase he obviously knew it wasn't happening quickly or easily. But still, today, GGP is a target... who knows what Northern Star are planning on this 'alleged' recent visit to Telfer, but they are not known for being the non operating minority partner, are they? Slating Shaun Day is simply not helpful. Slate Gervase maybe - he was the snake that let ggp down by moving the 5% option from post DFS to Post PFS. That was the tactical error that costs GGP shareholders so much as it opened the door for NCM to behave aggressively. If you had ever met Shaun Day you would know he is a genuine and formidable character and a first class strategic thinker. Shaun articulated a clear vision for Havieron and Telfer - having completed months of DD on Havieron prior to taking up his CEO role. The share price hasn't performed these past two years but the previous 5 were outstanding. Read Full Thread Reply
Posted at 14/4/2024 20:04 by hydrogen1 The fact is that had NCM delivered the DFS in December 2022 as agreed, the funding agreement would have gone live and we would have been fully funded. They chose to delay. Sandeep paid the price. Meanwhile GGP can afford to self fund via Wyloo until the DFS document appears. It's not ideal, but as argued previously in detail the current situation presents Greatland with an outstanding opportunity to leverage its right of last refusal over Havieron (and thus the critical position over Telfer) to acquire Havieron cheaper than fair market value. Remember, without Havieron, Telfer simply has no value al all - ZERO - well a negative value of -$250 to -$400m US - depending on who you speak to. Conversely, Havieron w/o Telfer has significant value. I'm personally confident Shaun can leverage this useful contractual reality, into a highly lucrative deal for Greatland. In the meantime, gold is absolutely flying - exactly as my long term investment thesis correctly predicted: That, my friend, is a whole lot of Bang on! ;0)) The equities will move at some point. Be interesting to see Asian trading this evening. $3000 gold is just 23% higher than Friday's ATH. And I now see Pierre Lassonde is predicting $19,000/oz gold due to QE5 (listen from 12.29) Inflation is much stickier than everyone predicted. This is the late 1970s again. So lets say GGP produce 300koz $17500 profit with 2500 aisc and just 300,000 from HAV and 10b shares. 20 pe and 1.25 cable = £7.20/share. Obviously should discount that by 10% so thats GGP at circa £6/ share... Hahaha - Love it!! Simple math : gold stocks are presently worth 10c in the dollar. Our Children and grandchildren will be absolutely loaded.. Read Full Thread Reply
Posted at 12/4/2024 09:44 by hydrogen1 Why are you so bothered Toast...? Why, I ask are, you even here? Posting daily as you do - are you here to protect the wealth of non GGP holders..? Ot Get burnt to a crisp o the short side...? GGP the great company, fully funded, and sitting on one of the worlds biggest gold-copper discoveries in living memory GGP run and backed by Andrew Forrest and Wyloo and a first class BOD who have a long history sitting at the highest tables in global mining firms: Like Newmont / Newcrest (Otto Richter and Paul Hallam) Northern Star ( Shaun Day and Simon Tyrrell ) Fortescue Metals Group (Paul Hallam, Liz Gains and Mark Barnaba) and of course 25 years at BHP's Jimmy Wilson Who's wealth are you protecting again...? When Gold has been at 52 week highs for weeks now: That Chart is what you call Parabiolic.... it's only a matter of time. Read Full Thread Reply
Posted at 01/4/2024 21:33 by summer101 "Summer especially for you - some significant analysis and detail over on ggp chat ... think I even made 15 edits. Wowzers.Suck on that love x"Sorry for delay Hydro, I've been spending a lovely bank holiday weekend with family & friends. I had a quick look on GGPChat, but couldn't see any significant analysis, just the continued and increasingly desperate ramblings of an individual utterly obsessed 24/7 with all things GGP. Seriously Hydro, you need to get on with your life, perhaps spend some quality time with your children. You'll feel all the better for it. Read Full Thread Reply
Posted at 29/3/2024 15:47 by hydrogen1 And regarding Cullpeppers post; I've always been clear that using the ROLR GGP could chose an JV partner of its choice to come into Havieron Telfer... BUT critically at a JV share (ratio) that suits GGP. so 60:40 or 50 50 rye - They are in control. For the first time. Whether that's Wyloo or NST or another. It will be a top team batting with us, not plotting to eat us alive... Shuan aways said the relationship between NCM and GGP was that of the Hair and the Fox. The hair can only run for so long... before it turned around to see the fox get run over by Newmont Read Full Thread Reply
Posted at 29/3/2024 06:07 by hydrogen1 They are delighted that Shaun was able to out manoeuvre Newcrest. They think the man is phenomenal and capable business leader...Newcrest sought to set the profitability of Havieron ludicrously low to hurt GGP and facilitate a low ball takeover or even full bankruptcy of GGP in 2023.Grant Samuel have recognised this, and set out to mark the Hav price consequently down based in part on NCMs stupidity , for this latest transaction - consequently that sets the cash hurdle bar low as possible for GGP. Samuels assessment talks the risks up and the overall talk the project value down - Putting off other potential bidders given the ROLR. Of note : A project that has easily attracted some of the biggest names and talent in the Australian mining business from NST, FMG, BHP and Rio: - talk about gamesmanship from Shaun DayIronically , these are the facts: on 'validation of independent valuations' - When GGP stands to benefit from a high valuation price (ie like for example the 5% negotiations ) the independent valuer comes down in favour of GGP (not Newcrest) . AND then when GGP stands to benefit from a low valuation price, the independent values comes down in favour of GGP not Newmont , again valuing the project at the lower end of the spectrum. Anyone rationally looking at this situation might be forgiven for thinking that Shaun actually 'Walks on Water'.. He got really unlucky and then really really lucky... buts there's that saying you make you're own luck, right?Either that, or he has good friends in very high places. Read Full Thread Reply
Posted at 22/3/2024 13:07 by lurker5 Looked at Callum's latest. Certainly convincing to a clappie and also to newbies. BUT his allusion to Lassonde is wrong. The Lassonde curve relates, not to a share price, but to market cap of a pure mining start-up. Which GGP is not. Havieron is the pure mining start-up but doesn't have a share price and therefore no 'market cap'. It is only a part of GGP which has other liabilities and committments and is what investors (and clappies) are invested in. Even if you assume GGP might be influenced (only partly) to a Havieron Lassonde curve, GGP is going to have to seriously modify its shares in issue and its liabilities to be able to control Havieron, which means any relation to a Lassonde curve market cap and a theoretical share price goes completely out of the window. Of course that doesn't concern Callum. He's got his shares and will be willing to sit it out when financing a deal dents them - whch it almost certainly will. The sensible will also sit it out before the picture is clear and they can buy. (Meanwhile HydroDimwit and his fellows on LSE will keep on mechanically clapping !) "All Because we can interpret and understand drill core - --" sez Hydrodim on the megaclappy thread. Dear oh Dear ! I think I asked him (or similar) once before to go through ALL the links between a drill core and a share price. No answer Read Full Thread Reply
Posted at 13/3/2024 15:13 by hydrogen1 Hi Extrader, Of course it depends on the detail. Bad faith maybe some clause but I doubt that Newmont would have any issue with a flip, given they inherited this mess created in bad faith by NCM's BDU bar stewards. And you can guarantee one thing - the ROLR benefit wasn't inserted into the JV contract to benefit GGP. So it's not out of the questions that the small print details maybe unexpectedly favourable to GGP - (as it blatantly was never designed to work this way around). IMO the clause was categorically designed to stop GGP creating any sort of bidding war scenario involving NCM ... and presumably to stop GGP selling to anyone other than NCM (by essentially frightening off other potential bidders for GGPs 30% waisting valuable time on DD). It appears, however, that pre-planned situation has become rather fortuitously unstuck - in GGPs favour... I also get the categorical impression from emails today shared in the Telegram group that the Newmont-GGP negations to sell Telfer and Havieron as 'single entity' are well under way and have been for many months. Getting shut of Telfer ASAP seems to be quite a priority. Recent negative publicity - ie Telfer Tailings Dam / Mill Shutdown all speaks to Newmont's PR team prepping investors and their BOD with the narrative they had to 'get shut' Newmont put the combined NPV of Telfer + Hav at $470m - perhaps they may be about to get a lot less than this to secure a 'prompt' and 'beneficia'l quick sale so the details of the LROR don't get made public? Read Full Thread Reply
Posted at 07/3/2024 11:03 by lurker5 'Accretive' might well mean a current GGP share will keep its 'current' share of Havieron. BUT 1) Havieron will have a different value after a deal, depending on how it is financed from now on - not to mention the PFS will be radically different and more expensive than current. Incoming financiers will want their cut and almost certainly will want a bigger share of Havieron (and/or its income one way or another)than 70%. and 2)GGP is more than its 'share' of Havieron. It has liabilities, and if major banks are needed, they will want a BFS costing more for GGP and taking longer. 'Buying' Havieron will be shouldered by GGP shareholders in addtion, which will diminish 'current' shareholders' assets even more. So to 'imply' (which is what SD is doing) that current shareholders won't be diluted is weasel words - giant ones. So we have the usual spike after clappies have been pleasured by nice Mr Leggatt's show, to be followed by the usual deflation when reality (once more) sinks in to the few intelligent, but more influential, brains around. Read Full Thread Reply