RE: NST v Greatland current picture analysis4 Jul 2026 21:44
Don't forget other miners
Metric GGP GMD VAU
Market Cap A$9.2B A$6.1B A$4.3B
Production 260–310 koz 285 koz 337 koz
Cash ~A$1.2bn A$520m A$842m
Reserves 5.0 Moz ~4.2 Moz ~4.0 Moz
This actually raises an interesting question. GGP now has the highest market capitalisation of the three, despite not yet having the highest production. That suggests the market is already assigning substantial value to Havieron and future growth, rather than valuing GGP purely on its current Telfer production.(This could be why the SP has stalled a little) https://www.ggpchat.co.uk/viewtopic.php?t=1190 this shows more
These figures for GGP could change considerable when we get an update this week on the performance over the last quarterP:
Worded this way as the Council area of the West midlands is not the West Midlands.
Anyway its over 2 years from when I organised my first meeting in Derby not knowing if anyone would turn up, but they did.
I have organised a few now and I keep a map of where registered investors live, I cannot believe that there are so few in the above area.
So I'm willing to give it a go two things to make it work.
1. We need a venue preferably between Stafford and north of Stoke with good road connections to allow GGPers easy access. If you know of somewhere that can hold a meeting with little cost, most of my venues have been happy with the extra trade that 30 extra persons bring.
Best if someone local can make contact but if I have a contact I can do it let me know via ggpmidsmeets@gmail.com
2. If you would be interested in attending again let me know ggpmidsmeets@gmail.com
SF please explain if you have any information to support your statement we are moving in line with other ASX listed Gold miners are they all being "shafted"?
As always the posters that go on about games have no explanation to back up there theory.
As I say I would love then to have some basis as then I can look for it and take it into consideration.
I think we are suffering as there is no guidance for this next year the issue of that and production and bank figures and we should start moving again.
I dont understand which is why I started monitoring our performance against other gold miners.
I have asked before and never have I got an answer that makes sense, why over the years to date and since the war started have GGP been one of the best or the best, if we have been being played during that time.
During this time we have performed similar to Newmont, I would love to understand.
RE: GGP to Gold and GGP general Snapshots29 Jun 2026 18:25
£35 very interesting I have for a while tracked GGP against Northern star resorces Ltd, strutting the start years as 2914 and 2010 in year one our share price went from 150p (the old 7.5p) to 330p that was 38% better than Nsrl in their first year.
This year we are 111% up on the performance of Nsrl in their second year.
I dont know if we can continue doing better than NS, but even if we just match their performance then we are going to grow a massive company, I am sure Shaun is well aware of these facts.
So if we match when do we get to £35?
Between 3 and 4 years from today if we can continue to match Northern Star.
I have no idea if we can with SD as CEO I would not bet against him achieving better than his old company.