Greatland Gold Share Discussion Threads

[hydrogen1] 10/7/2024 12:15

Anyone would think you have a problem with actual facts Toast....

News will land very soon.

[hydrogen1] 10/7/2024 12:13

I have never needed to visit a Town Hall. I use the phone or a long lunch. Telfers ASIC was $1400-1500 up intil very recently. it actually only ran at a loss for the 6 months after Newmont took over (surprise surprise) not sure why that would be, but I can guess...

[hydrogen1] 10/7/2024 12:10

But Wait, GGP will be multi asset, Tier 1 conglomerate with a 30 year pipeline.

Dont forget the Eastern Breccia

[havinthelasttoast] 10/7/2024 12:06

Hydrodim considering tefler from memory was running at a loss or aisc of 2000 or so it doesn’t really matter what it produces. Let’s look at what havieron is forecast to produce in initial mining stage. I believe it’s around 150 to 200k oz. So at 30 percent of that we haven’t got a lot of money to go on. Our market cap is fair and we may move up to 50 percent after a deal is announced. If we get a big spike it will be sold into hard by battle weary rampers.

Bet you boiler room bamps and paddy pyramid scheme have been trading this whilst patting you on the back for your ramping. Mate you are even a failed ramper. GGP chat. Websites. Town halls. Hehe all for nout. Market always finds the price.

[havinthelasttoast] 10/7/2024 12:02

Lurker this is correct, but discounted cash flow is, also we can’t imagine once and if we own tefler we be standing still. If you are prepared to hold 5 to 10 years then Shaun has a track record and will likely deliver a multi mine company. Anyone looking for a fast buck may be sorely disappointed. It will likely be at least 15 years from we reached the peak to get back to there if at all. Most of the old rampers will be in late 70,s

[lurker5] 10/7/2024 11:55

PER's aren't appropriate for a limited life investment dim. In mining they're only valid for a conglomerate expected to keep a pipeline going. Do read up investment principles.

[hydrogen1] 10/7/2024 11:54

It wont let me post the Newmont link but google Telfer 2023 production

[hydrogen1] 10/7/2024 11:54

Telfer produced 350koz (plus 17kt of copper) in FY 2023 (and 394 koz in FY2022)

[...]

Evidence suggest my figures are spot on (well deeply conservative, frankly). As usual Toast its you that doesn't know fu*k all about these projects.

If they can get Havieron churning out early 2025 then 500koz+ for both, is possible in year 1

350Koz at Telfer (all that stockpile is just waiting) plus 80koz at Hav year 1 (conservative) and plus the copper from both, adds another 20% gets you to 510koz equivalent.

[deputy303] 10/7/2024 10:15

Toasty in panic mode he knows he can’t get greatland down to 5p the boiler room operatives are getting there fingers burned

[havinthelasttoast] 10/7/2024 10:09

250k oz for tefler, let’s all get on the hopium. Hydrowrong thinks this 7p a share is instantly jumping to 50p on a buy out deal. What a fool you are hydrodim

[hydrogen1] 10/7/2024 09:42

Further given we are a producer (assuming we acquire 100% somehow)

I will apportion 250koz of gold to a fighting fit lean Telfer machine piloted by Shan Day over the next year - so could be more like 300koz - and say 80koz to Havieron in the first 6 months. I Choose a reasonable combined ASIC of $1500/oz average (of the two mines) then thats approx $778m income with cost of production of $495m - so earnings will be roughly $283m

x PE multiple of 5 = $1.4bn valuation and frankly a PE of 5 is pathetic.



Most of the good companies here are PE ratios of 15 to 25 (and many around 30+)

15 would put us at around $4bn. We dont know what the debt profile will looks like but the stat looks fantastic from here.

Then add in all the bonus stuff...

[hydrogen1] 10/7/2024 08:01

And Degrey has massive hidden problems with processing... we don't

[hydrogen1] 10/7/2024 08:00

I disagree Toast. We have quality management and a Tier 1 deposit. Look at Degrey. Auz pension funds have no choice but to be involved big time.

[negan] 09/7/2024 19:13

7.7 Whoop, whoop

[jaka] 09/7/2024 16:24

Another hefty position about to be filled I'm guessing.

[negan] 09/7/2024 15:49

Momentum is definitely building. News any day now

[havinthelasttoast] 09/7/2024 15:38

You could come to anything between 10 and 15p but 0.8 is juicy. You won’t get that. 0.4 is more accurate. 7p is correct

[hydrogen1] 09/7/2024 14:44

Actus Ray might be... in serious strife

[hydrogen1] 09/7/2024 14:43

How about 0.8x 3bn x 100% = ....?

[deputy303] 09/7/2024 14:42

Toasty spreading misinformation as usual he hasn’t closed his short he’s caught in a trap can’t get out without a massive loss

[hydrogen1] 09/7/2024 14:38

Based on 30% of Havieron. And you have the debt wrong, especially if Newmont takes paper.

Now add the Greater than 10 years T1 mine life
Now add the Greater than 225koz production
Now add the leverage of the ROLR to gain 100% of Havieron ( at sub US$50/oz )
Now Add the existing 1moz resource at Telfer
Now Add the GDX buying in
Now add the sub level cave in the Northern Breccia
Now add the block cave in the Eastern Breccia
Now add the nickel and multi commodity opportunity to the block cave
Now add the acquisition of Antipa/Minyari.
Now add the District Scale opportunity and/or the next discovery at Scallywag etc
Now add the O'Callaghans - duh! - only 5% of the world's known Tungsten resource (quite a lot being used in Ukraine)
Now Add Winu - Ok that's conjecture.. but who knows.

[havinthelasttoast] 09/7/2024 13:45

0.8 x 3b x 30 percent is circa 600/700 pounds minus debt. Seems about right hydrowrong. Well done. 12p a share

[hydrogen1] 09/7/2024 13:12

Lurker - I did not once say or suggest GGP would be sold for its NPV. Nor that it would be valued at 100% NPV.

What I said was if NPV jumps to $2.5bn or $5bn a 0.8x valuation in share price was not unusual for a producer.

Something that GGP will shortly become.