Member Info for jptop7

Strategic portfolio shifts in anticipation, with one investor noting they sold smaller gold holdings to buy more GGP, citing recent ASX 200 additions that returned 24-39% post-announcement.

Yes that is also a possibility .

Multiple sources from August 2025 indicate GGP is a strong candidate for inclusion due to its market cap (currently around A$4-4.5 billion) ranking it comfortably within the top 150-200 ASX-listed companies, along with sufficient liquidity and other eligibility criteria under S&P's methodology.

Morgan Stanley highlighted GGP as one of the largest expected passive inflow beneficiaries in the rebalance, estimating ~A$162 million in forced ETF and index fund buying if added.

One estimate pegs the odds at 85-95%, assuming no major share price drop before the cutoff date (which was August 22, 2025). GGP's share price has risen ~10-12% in the past week, supporting this view.

Other previews explicitly list GGP among the forecasted additions, alongside stocks like DRO and EBO.

GGP listed on the ASX in June 2025 (after its UK AIM debut), so it missed the June rebalance and this is its first eligible window. If not added now, the next opportunity would be December 2025, but current indicators point to a likely inclusion. Keep an eye on tomorrow's official S&P announcement for

For established producers like Greatland Gold (GGP), the leverage could lead to substantial share price gains, potentially in the range of 500-800% or more, but this varies by company specifics, economic conditions, and investor expectations—real-world outcomes might be tempered by inflation in costs or regulatory changes.

No major controversies surround this topic, but estimates involve assumptions; actual effects could differ based on copper by-product revenues and project timelines.

At $10,000/oz:

Telfer: $2.109B EBITDA.

Havieron: 160koz × ($10,000 - $1,150) = $1.416B EBITDA.

Total: ~$3.525B (5.94x increase).

Potential market cap: ~$35.25B (10x multiple).

Share price estimate: ~$52.53, or ~1,390% gain from current—but discounted 50% for development timeline, yielding ~500-600% near-term gain (to ~1,600-1,800p).

and as we progress to 2030

this is what it could look like

5,0001,2052.03x~80-100%

7,5002,2833.85x~220-280%

10,0003,5255.94x~390-500% (development adj.)

Inclusions

Greatland Gold (GGP), Bravura Solutions (BVS), Aspen Group (APZ), Firefly Metals (FFM), Universal Store (UNI), Black Cat Syndicate (BC8)

Deletions

Cettire (CTT), OFX Group (OFX), Novonix (NVX), Platinum Asset Management (PTM), Coronado (CRN), Star Entertainment Group (SGR), Ioneer (INR)

Any knee jerk reaction would cause more negativity .

I look forward to the next update .

Stolen on the 30% drop now being sold to the institutions by the MMs . Yippee its a wonderful world.

Correct never about the size all about the volume. We are being bought in Millions of £s $s at this price !! if you can have a little vision you see the end of fiat currency as we know it, and the only real money will be PM . This is going to be one of the best investments anyone could make in the present . Good Luck .

The probability of GGP being added to the ASX 200 in the September rebalance is estimated at 85-95%, assuming no further significant price drops before the reference date (August 22, 2025). This is a high-level assessment; actual inclusion depends on final S&P calculations. Not bad risk reward lol

Inflation:

Rising inflation erodes the value of traditional currencies, making gold a more attractive investment as a hedge against inflation. UK now holds the highest inflation rate among G7 economies, GGP debt free .

This is what SD wanted so lets see if the big pay off happens

https://t.co/CO27W5rd9m

Oil is a major fuel source for mining equipment (trucks, excavators, etc.) and for generating electricity at some sites. Higher oil prices directly increase fuel and energy costs for mining operations. The savings can be as much as 20% I see for that reason miners going higher . I also believe we are in a nice consolidation period which will end in Sept. Followed by all time highs in precious metals last week Producers did make significant gains against falling PM prices that is the reason. Money is moving into Producers.

I think a sudden uptick is highly likely in the coming weeks . As you say we are behind the positive reaction on most miners due to the perfect storm. Just timing as usual plays a part . The tide will soon swing and I am sure the next news will correct the ship that is ggp . With this our rats will leave until the tide changes as it always does. GL enjoy the obvious that we are starting to rise.

GGP is a stonker of a share based on what we know. Don is a top man and i like listening to people who know this business inside and out . Our profit is going into the drill bit that is the seeds for future harvest. I am sure we are in a bull market for at least 3 years and we are doing very well yes we got a speeding ticket . We paid the fine now lets get back to driving this safely. Come on ggp .

I think its logical to assume that the accumulation for the re balance is taking place now . If that is the case we should see a more stable bottom.

Https://youtu.be/Dgz3BXnxjho?t=2121

Congratulations on becoming a grandfather .

Don & Rick love ggp in fact Don is head over heels lol . If two of the best opinions on Miners are anything to go by and of course the wonderful Bamps knowledge. Your observation on the money coming in at this level is another very positive flag . Good luck .

This is unfortunately the big time now and the world has got even nastier with the help of bots to quickly take a share down. You have to believe and hold some cash for the what seems will be an opportunity to buy on a regular basis . My opinion good luck and have a good weekend gpers its been a tough week.

https://www.moneymanagement.com.au/news/financial-planning/macquarie-targets-global-equity-manager

Indeed no plan ever survives contact with the enemy. But if you believe in the asset and the Boss which I am sure genuine holder do . We wait to see the Team we have return outstanding Q3 results . Im sure they did not need a kick up the back end but they certainly have got one. good luck everyone.