RE: Research4 Jan 2026 16:10
So I changed the request to "does any Australian broker rate GGP as there stock for 2026" This time a lot more positive but still missing what is happening at Greatland. If the market does not recognise the possible upside as the GGP management continue to exploit the Telfer asset which can be expected to have a 5 to 10 year life by the end of the FY on 30/6/26. This company will see rerate after rerate over the year while others are looking elsewhere for companies that are going to bring home the Kangaroo Steaks while others may do better IMO they are looking in the wrong direction.
WE only need a relative small % per month compared to 2025 to get to an increase of £4 per share giving £9 next Christmas, not advice just my persona; opinion, do your own research.
Yes, several Australian brokers and analysts cover Greatland Resources (ASX: GGP) and have issued ratings and price targets, with sentiment being mixed but generally positive for 2026, citing strong potential from the Havieron project and production forecasts, though some caution remains on cost guidance and execution, with brokers like Macquarie showing significant upside potential while others like Jarden were more cautious earlier.
Key Broker Sentiment & Insights for 2026:
Positive Outlook: Analysts see GGP as a key player in the gold sector, with the Havieron project, partnered with Rio Tinto, expected to significantly boost production and improve cost profiles, supporting positive ratings.
Macquarie: Forecasted significant upside (around 35%) earlier in late 2025, modeling a larger Havieron operation with increased metal output and economies of scale, as reported by The Motley Fool Australia.
Barrenjoey: Favors GGP (along with other gold miners) as a preferred exposure for 2026, leveraging rising gold prices, notes Livewire Markets.
Mixed Views: While many analysts are positive, some, like Jarden in early December 2025, had lower price targets, highlighting concerns over the feasibility study's base case and permitting timelines.
Hold/Buy Recommendations: Generally, recommendations lean towards "Hold" or "Buy," with analysts watching for GGP to deliver on its production guidance and effectively integrate Havieron, according to StockInvest.us and The Motley Fool Australia.
Key Drivers for 2026:
Successful development and integration of the Havieron mine.
Meeting production targets (260,000-310,000 oz gold for FY2026) and managing costs, notes thebull.com.au.
Positive exploration results, particularly at the West Dome Underground, reports The Motley Fool Australia.