GGP undervalued … I’m waiting for the rerate20 Nov 2025 19:47
Thought to repost this given the important message it highlights of GGP being undervalued right now.
https://josephnoko.com/the-mirandolan/
“If, however, those hurdles are exceeded, and,
revenue rises to A$1.64 billion, based on a full year’s worth of production at FY 2025 prices, and,
NOPAT margin remains at 33.34%, then,
Greatland earns A$547.25 million in NOPAT, and the company is worth A$12.32 today, an upside of 48.43% from the current price.
Finally, if,
revenue rises to A$1.64 billion, and,
NOPAT margin rises to 38.36%, then,
Greatland earns A$629.43 million in NOPAT, and the company is worth A$14.26 today, an upside of 71.81% from the current price.”