Member Info for jptop7

Bamps your one of the good guys and iv been around for a long time and in ggp for a long time thank you. Of course you do realise the world is full of good and bad energy's and that is the whole point . Every time a good person exercises there empathy kindness and in some cases knowledge. They attract to the light the darkness as its curious . For both are the extremes of the same think. Info From Our new friend Grok not as good as real time but not a bad guesstimate. jGreatland Gold (GGP) reported a cash balance of A$948 million (debt-free) as of December 31, 2025, following a strong Q4 with a cash build of A$198 million after capital expenditures and a one-off A$46 million stamp duty payment—implying an underlying build of A$244 million excluding the duty.

The "next" cash balance likely refers to the end of Q1 2026 (March 31, 2026), based on the company's quarterly reporting cadence. Havieron remains in development with no production yet (first ore expected H2 2026, first gold H2 2027), so cash flows continue to stem primarily from Telfer operations.

Key assumptions for the estimate:

Production/sales: Similar to recent quarters, ~80,000 oz gold and ~3,400 t copper (midpoint of FY2026 guidance of 260,000–310,000 oz gold implies steady quarterly output).

Metal prices: Gold at ~US$4,630/oz (up ~10% from Q4 2025 average of ~US$4,200/oz); copper at ~US$6/lb (up ~17% from Q4 2025 average of ~US$5.15/lb).

Exchange rate: ~1.50 AUD per USD (based on current AUD/USD ~0.668).

Costs: AISC ~A$2,500/oz (mid-guidance), with sustaining capex included; growth capex ~A$60 million/quarter (from FY2026 total of A$230–260 million).

Other: No major one-offs assumed; taxes/working capital changes neutral based on recent trends.

Higher metal prices should boost revenues by ~20% vs. Q4 2025, leading to a stronger underlying cash build of ~A$300–350 million after capex (up from A$244 million underlying in Q4 2025, as margins expand with fixed costs).

Best guess for March 31, 2026 cash balance: A$1.25–1.30 billion (a ~30% increase quarter-over-quarter, driven by the price uplift). This aligns with GGP's robust operational momentum and unhedged exposure to rising prices, though it could vary with actual production, capex timing, or market volatility. Full details will come in the next quarterly update, expected late April 2026.

Short closing . They need to or go bust imo.

Trust is the thing they pumped it and it does put a question on ethics?

In my humble opinion, the next significant news could come in late January 2026 with the December 2025 quarterly activities report and production update, following the company's pattern (e.g., the September 2025 quarter was released on October 27, 2025). Recent announcements include a grant of FY26 performance rights on December 23, 2025, and a holding update the same day, but nothing major is flagged immediately after. Full-year results or exploration updates from projects like Havieron could also emerge early in 2026 if production ramps up

Slicing is very good when you have hot your target, Buy something nice go on holiday thats what life in the winning lane looks like. 2026/27 Will be exciting slice some more after next leg up and have another free holiday . Well done the lot of you , and have a nice break with a prosperous New Year.

I could not be there but I wouls have been glad to shake yours and many others hand. Its a great journey and it still feels lijevwe have just began . Gold of course is going to make some intresting calculations into the mix. Gl everyone .

Analyst Consensus

While analysts offer a wide range of short-term price targets, many view GGP as undervalued based on future cash flow potential. Some valuation models estimate the intrinsic value of the stock to be significantly higher than the current market price under a base case scenario, supporting the potential for substantial growth in market cap over the coming years.

The target of $3.5 billion is highly probable if the company meets its operational goals, but it is not a guaranteed outcome due to the inherent risks of the mining sector.According to the London Stock Exchange (LSE) data from a recent news article, Greatland Resources has approximately 670.75 million shares in issue.

To get the share price in pence, we must first convert the market cap from billions of pounds to pence:

£2.570 billion GBP = 2,570,000,000,000 pence

Now, we can calculate the share price:

2,570,000,000,000 pence / 670,750,000 shares = 3832 pence, or £38.32 per

Massive move by sd do not short ......

Https://youtu.be/CQ645uKoKYc?t=66

Roughly 40–60% — that Greatland Resources (GGP) returns to £4.00 (≈400 pence) within the next 3– months, with the balance driven by company progress and gold-price moves rather than purely technical noise.

Analyst and quantitative signals — Consensus price targets and modelled forecasts are already around or above ~GBX 437–510 for some services, implying upside

Record Demand for Gold

Total quarterly gold demand grew 3% y/y to 1,313t

World mine production grew 2%

#WorldGoldCouncil

Rate cuts weaken the USD over time, which inversely boosts gold prices since gold is priced in USD globally. For Australian miners, higher USD-denominated gold prices directly translate to increased revenues, improving profitability and stock valuations.

MMs play a game which is measured on months not hours weeks days.

16:32:33 388.60 58,377 Unknown* 370.00 375.00 226.85k

It as an early Xmas present .

The drop on Gold /Silver is a paper sell off and of course stop loss will go, causing a ripple affect It should move back regardless of the gold price it has not as important for producers at this point as we work on months not days and we are well ahead off the game. The other point is oil price !! we are making a lot more due to lower costs gold fro, $3500 is good enough to satisfy more than enough of our continued exploration and move towards Hav being producing .

2000, now

With all-in sustaining costs (AISC) averaging ~$1,424/oz for top GDX holdings last quarter, miners are generating ~$2,500+ profit per ounce at current prices—record margins. Q3 earnings (with gold averaging ~$170 higher than Q2) will show spectacular results: $24B in sales, $7.6B earnings, $11.3B operating cash flow for GDX top 25 alone. Input costs (e.g., oil down YTD) are stabilizing or falling, boosting free cash flow dramatically.

It looks like you're running into challenges with purchasing physical gold and silver coins in the UK right now, which aligns with broader market conditions in October 2025. Based on recent reports, the difficulties stem mainly from supply shortages, high demand, and specific issues in the silver market. I'll break it down below and offer some practical steps to navigate this.

Key Reasons for the Difficulties

High Demand Overwhelming Supply: UK investors have been snapping up gold and silver coins in record numbers this year, driven by economic uncertainty, rising prices, and factors like ongoing trade disputes and tariffs under the Trump administration. This has led to exceptional retail demand, with queues forming at bullion dealers in areas like London's Hatton Garden and increased security at outlets. For silver specifically, prices have surged over 80% in London's wholesale market, fueling a rush that has strained inventories.

The paper money is going to 0 .