Member Info for jptop7

Valuation: Greatland’s market cap and strong fundamentals suggest a takeover would require a substantial premium. Share chat discussions estimate a starting offer of £5.50 per share to attract major shareholders.

Strategic Fit: Greatland’s Telfer and Havieron projects complement the portfolios of larger miners, offering immediate production (Telfer) and long-term growth (Havieron).

Shareholder Influence: Wyloo Metals, backed by Andrew Forrest, holds a significant stake and could play a pivotal role in any takeover negotiations.

Regulatory Considerations: Mining acquisitions in Australia typically face minimal regulatory hurdles, but shareholder approval would be critical.

As of July 2025, takeover talk remains speculative, with no concrete bids reported. Investors should monitor news for updates on potential offers.

Yes amazing company a speeding ticket would be expected.

Significantly higher capex to fund growth initiatives. Massive investment and a conservative view which is probably on the low side of gold price and recovery . You have to break a few eggs to make an omelette. Look forward to upgraded MRE at Telfer

Gold Price Fluctuations: If gold prices rise above US$3,000/oz (e.g., to US$3,400/oz), the fair value could approach A$11.18/share (1.0x NAV at 5% discount). If they fall to US$2,600/oz, it could drop to ~A$7.61/share.

Sprott's target price of A$9.60 is derived from a 1.0x NAV multiple applied to the NAV of A$6,719 million, divided by the fully diluted shares (702 million):

NAV per share = A$6,719 million / 702 million shares ≈ A$9.57

Adjusted target price: A$9.60 (after accounting for the reverse split and other factors).

This valuation assumes a gold price of US$3,000/oz and a 5% discount rate. The sensitivity table in the report shows how NAV and target price vary with gold prices and discount rates:

At US$2,600/oz and 5% discount: NAV ≈ A$3,790 million, or ~A$5.40/share.

At US$3,400/oz and 5% discount: NAV ≈ A$6,145 million, or ~A$8.75/share.

Given the current gold price assumption of US$3,115/oz for FY25 (per the report), which is close to the US$3,000/oz used for the target, the A$9.60 target seems reasonable as a base case.

Target Price:

Sprott's target price is A$9.60 per share, based on a 1.0x NAV (Net Asset Value) at a 5% discount rate and a gold price of US$3,000/oz, adjusted for the 1:20 reverse split completed in June 2025.

Australia's gold mining sector continues to shine brightly in 2025, with several companies demonstrating remarkable resilience and strategic growth despite global economic #ggp https://discoveryalert.com.au/news/australian-gold-mining-2025-standout-performers/

No Debt and Cash-Rich: GGP’s $575 million net cash and undrawn $75 million credit line provide flexibility for growth (e.g., $95–$105 million planned for FY26 projects).proactiveinvestors.com

Mine Life Extension: Telfer’s LOM extension to at least 2029, with potential for more, supports long position and with this hav will be online at the same time. It looks like a very orchestrated plan was made to gain shares if I am right we bounce back inside 3 weeks.

Cash Flow: The company generated over $600 million in cash flow from operations in just seven months, with a closing net cash position of $575 million to support growth investments in FY26. No Debt: GGP has no debt and maintains a $75 million undrawn credit line, #ggp #confused

Greatland Gold PLC (GGP) reported June quarter 2025 sales of 87,529 ounces of gold (Au) and 3,740 tonnes of copper (Cu) at weighted average realised prices of A$5,014 per ounce for gold, generating significant revenue. Based on the gold sales alone, at A$5,014 per ounce, this translates to approximately A$438.7 million in revenue from gold sales. However, the provided information does not include the realised price for copper or the total revenue for the quarter, and no specific cash position is detailed for June 30, 2025.

The most recent cash position reported was A$398 million as of March 31, 2025, with a free cash flow of A$253 million for that quarter and no debt. A purchase price adjustment of A$32.6 million was due to be paid to Newmont in the June 2025 quarter, which could have impacted the cash balance. Additionally, a post on X from July 29, 2025, suggests GGP built cash by A$176 million (£86 million) during the June quarter, which could imply a cash position of approximately A$574 million (A$398 million + A$176

Higher AISC and Lower Production Guidance: The company announced higher All-In Sustaining Costs (AISC) of approximately $2,600/oz and lower-than-expected production figures (74,000 oz of gold and 3,700 tonnes of copper). This disappointed investors, as these metrics suggest reduced profitability and operational efficiency compared to expectations. The higher gold and copper prices will offset this give it time.

Lol . Tick Tock

Copper Revenue:

Weekly Production: Approximately 602,000 pounds (from 273.07 tonnes).

Price per Pound: $5.63.

Revenue: 602,000 × 5.63 = $3,389,260 (rounded to $3,389,260 for simplicity, noting earlier calculation used 603,000 for precision, adjusting to 602,000 for consistency).

Gold Revenue:

Weekly Production: 7,013.37 ounces.

Price per Ounce: $3,432.24.

Revenue: 7,013.37 × 3,432.24 = $24,071,580.23 (rounded to $24,071,580 for simplicity).

It seems likely that Greatland Gold (GGP) is currently making approximately $17.73 million per week, based on recent production and market prices.

This estimate considers both gold and copper production, with gold prices at around $3,432.24 per ounce and copper at $5.63 per pound, both significantly higher than earlier in the year.

The calculation assumes production rates from Q1 2025 remain consistent, with potential variations due to operational factors.

Yes this is going to be epic the UK gov look to cut interest rates with inflation at all time highs! hidden of course by corrupt figures . The end is coming to fiat currency gold silver and all others will lift imo.

Well that is just lovely .

(LSE: GGP) has a history of announcing the release date of their quarterly reports a few days to a week in advance. For their March 2025 Quarterly Activities Report, they announced the release date on April 9, 2025, with the report published on April 14, 2025, a five-day gap.investegate.co.ukshare-talk.com

(LSE: GGP) has a history of announcing the release date of their quarterly reports a few days to a week in advance. For their March 2025 Quarterly Activities Report, they announced the release date on April 9, 2025, with the report published on April 14, 2025, a five-day gap.investegate.co.ukshare-talk.com