RE: Small Cap Mining: August Review - Charles Archer3 Aug 2025 21:46
“ Back to GGP - bottom line for me is that the stock was briefly on sale, has recovered somewhat, and should come back to record highs and further as time goes on.
The investment case may become particularly compelling if a global recession does come around, causing oil to crash - while gold continues to new record highs as the money printing continues.
I guess we’ll see.
Also - assuming GGP still gets into the ASX 200, funds usually start accumulating stock around one to two weeks before the effective date of the rebalance.
The rebalance usually becomes effective after the third Friday of the month, which is 19 September 2025 this quarter.
So expect some serious volume between 15-19 September.”