Greatland Gold Takeover Rumours (GGP)

Interesting to see the takeover of de grey on the asx announced today, 5bn aud for a 500k oz pa mine under construction not too far from Havieron, this actually looks a lot like GGP + Antipa , which would easily be 500k of production, with Antipa at 100m aud of market cap and with decent grade ore that can quickly be sent to telfers spare capacity ggp should be getting a deal done asap , all stock and use the antipa asx listing , ultimately ggp needs an asx listing as the value of the company is 50% higher at least there given that when at full production it will be able to issue franking credits to Australian investors need to get out of the cesspit of the uk and aim .

Hydrogen, what you also need to add in is the almost certainty that a buyout or jv with antipa happens, there is massive spare capacity at telfer and having almost at surface 3 mio oz of 2.5g grade ore 50kms away with a market cap of 75mio gbp means small dilution takeover which will give an Ozzie listing is a done deal already, I am pretty sure it gets announced after the final telfer buyout closes, Antipa know it’s happening and the nature of the deal is the only unknown, ggp can give 100% upside premium and it still is a no brainer as it puts very decent grades though the spare capacity at telfer for many years ..

**Rumour of RTO at DKE [Dukemount Capital]** The rumour is apparently of a reverse takeover, at or around 0.075p by Gongqingcheng Yuxin Investment Management [GQC] This RTO makes perfect sense and has been linked to a past RTO This company, if you search, has links to Richard Edwards and his wife....who own 25% of DKE 0.075p was the SP [ March 24] when "The Richards" took shares in lieu of the loan agreement debt repayment...if you all research!!! Coincidence....hmmmm?? 0.075p would be around 2.5 times today's SP.... but still a bargain for a main market listing with ZERO Debt SP is already 9% up again

Abrahe00 - Never ever try to correct me again. Just read exactly what I write. And pay attention. Of course everyone knows the ROLR clause was included in the original 2018 JV, well before Shaun Day arrived. But, make no mistake that ROLR clause was designed by Newcrest to club GGP to death. If you hadn't realised - its existence meant no competitive bidder would ever come forward to buy Greatland whilst in JV with Newcrest. This simple fact is that exact scenario was reversed by Shaun and used against NCM/NM to GGP's monumental advantage. That is a blinding move executed to perfection. And while an enlarged Havieron - 6mmt has been put back by the delays cruised by Sandeep sacking and the Newmont takeover of Newcrest ... First Greatland gold's been brought forward to next week. Duh... how's about that? Who'd a thunk it.

Pretty obvious to me the reason he said that he preferred Newmont to have a smaller position is takeover risk down there line, thats all. Because the more they get the more wyloo can get

Looks like the first Shaun Day interview after the takeover this weekend: "You couldn’t punch the smile off my face!" – Shaun Day, Managing Director of Greatland Gold, on the big $475M deal https://x.com/RoastPR/status/1834590497232338951

It's highly complex takeover, and I doubt that any 'city analyst', let alone some of the clowns posting on here today, can accurately value everything in the mix. Therefore, as Charles Archer has, and the Australian 'Financial Review' has, they've used the Grant Samuel valuation as a base for calculations, and, on that basis, the former says that it's a great deal for us, or, as analyst Charles Archer states, "it's a f*****g steal"!

Telfer will be potentially producing $878,000,000 of Gold in the 12 months following Greatland's takeover, based on 2023 production. Plus maybe $178,000,000 of Copper. So a billion revenue, initially, and then sustained from 2026 for 20 years by Havieron ore. The dilution is painful, very very painful. I've asked the board their future intentions regarding share buybacks, which will need to happen if they actually care about what we've been through. Mibb.

Oz financial press very positive Greatland too! The Australian Financial Review states, "Greatland appears to have got a good price based on previous valuations put on Havieron and Telfer; an independent arbiter valued Havieron at about $US1.2 billion in August 2022, when Greatland was haggling with Telfer’s previous owner Newcrest over the value of the asset. Newcrest’s 100 per cent stake in Telfer and 70 per cent stake in Havieron were collectively valued at between $US500 million and $US600 million by Grant Samuel in September last year in its capacity as independent expert for Newcrest shareholders evaluating Newmont’s $26 billion takeover offer."

Wyloo is offering material support. Other providers are taking equity. Newmont are taking equity. Some deferred payment, and we will be subject to a reverse takeover. At best we are looking at 40 percent dilution and probably 50. Still currently we own 30 so 50 with equity and not debt isn’t terrible. I’m going by what Shaun day has said in the RNS. It’s very clear we just don’t know the percentages but not looking great considering it would have been possible to raise the whole 100 percent with a royalty/debt package. Hydrowrong said there would be no dilution. Now we looking down the barrel of a 40/50 percent dilution, that is why he is so quiet despite such ground breaking news announced. Or maybe he is on the factory floor and hasn’t had a break yet.

Pay no attention to these fudsters. I'm beginning to think our resident troll LURKER is also cullpooper on lse. Everyone knows that if we takeover Telfer as well we instantly become cash generative and with gold not far of $3k that's massive

Take some pleasure Negan in Sandeep Bizwaz latest misjudgment and embarrassment:At Elliot he recently ordered the purchase of 5% of Anglo American following BHPs takeover attempt:BHP then walked away saddling Elliot at 15-20% down on a $1bn position.That’s a $200m fuck up Sandeep. Slow clap.Not easy this game is it… hTTps://www.cnbc.com/amp/2024/04/26/elliott-builds-anglo-american-stake-as-miner-faces-takeover.html

Does anyone know if the short chubby bully boy Sandeep ate all the pies and freebies at the corporate events got his bonus before he got sacked before the takeover?

If Greetland Gold takeover Telfer there will be a massive cull.