GGP Share Price Performance
AU$0
-5.26 (-100.00%)
Price AU$0
Fair ValueAU$14.43
Share Pricen/a
Narrative Update • Jul 29
Greatland Resources Limited Stock Price
- 4 Narratives written by author
- 3 Comments on narratives written by author
- 38 Fair Values set on narratives written by author
GGP Community Narratives
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Fair Value
·Fair Value AU$14.43 28.3% undervalued intrinsic discount
Havieron Timing And Capital Intensity Will Shape Future Earnings Profile
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5users have followed this narrative
AN
Fair Value
·Fair Value AU$8.76 18.0% overvalued intrinsic discount
Telfer Hub And Havieron Delays Will Pressure Margins And Future Cash Generation
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0users have commented on this narrative
1users have followed this narrative
AN
Fair Value
·Fair Value AU$16.5 37.3% undervalued intrinsic discount
Multi Decade Telfer Hub And Tungsten Optionality Will Support Stronger Long Term Earnings
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1users have followed this narrative
A High-Leverage Bet on Gold and Execution
Greatland Gold is at an inflection point. After years as an exploration-led company, it is transitioning into a near-term producer through its Havieron gold-copper project in Western Australia.Read more
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AU$15.6
33.7% undervalued intrinsic discount
Fair Value
Revenue
11.9% p.a.
Profit Margin
35.23%
Future PE
25.94x
Price in 2031
AU$22.89
Multi Decade Telfer Hub And Tungsten Optionality Will Support Stronger Long Term Earnings
Greatland Resources is betting that a long-life mining hub around Telfer and Havieron can keep production going for years while it pushes more higher-grade underground ore through the mill. On top of that, its nearby tungsten project could open a new line of business if strong demand for non‑Chinese supply holds up—but costs, grades, and one-region reliance could all trip the story up.Read more
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AU$16.5
37.3% undervalued intrinsic discount
Fair Value
Revenue
15.05% p.a.
Profit Margin
16.38%
Future PE
29.6x
Price in 2029
AU$21.01
Telfer Hub And Havieron Delays Will Pressure Margins And Future Cash Generation
Greatland Resources is leaning on its Telfer hub and the Havieron project to keep production strong, but delays, permitting hurdles, and rising costs could leave the mill stuck with lower-quality ore for longer. The big question is whether today’s strong cash generation and drilling success can outweigh weaker grades, tougher approvals, and a less friendly tungsten market.Read more
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AU$8.76
18.0% overvalued intrinsic discount
Fair Value
Revenue
-4.48% p.a.
Profit Margin
14.89%
Future PE
30.19x
Price in 2029
AU$11.15
Havieron Timing And Capital Intensity Will Shape Future Earnings Profile
Catalysts About Greatland Resources Greatland Resources is a gold and base metals producer focused on the Telfer operation and the Havieron development project, with additional exposure to tungsten through the O'Callaghans deposit. What are the underlying business or industry changes driving this perspective?Read more
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AU$14.43
28.3% undervalued intrinsic discount
Fair Value
Revenue
4.72% p.a.
Profit Margin
23.89%
Future PE
23.43x
Price in 2029
AU$18.29
Recently Updated Narratives
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A High-Leverage Bet on Gold and Execution
Fair Value: AU$15.6 33.7% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
GGP: Ore Reserve Uplift And Approvals Will Support Multi Year Output
Fair Value: AU$16.5 37.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
GGP: Higher P/E Expectations Will Pressure Returns Despite Strong Reserve Position
Fair Value: AU$8.76 18.0% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Greatland Resources Limited Key Details
About GGP
- Founded
- 2023
- Employees
- n/a
- CEO
- WebsiteView website
Greatland Resources Limited operates as a gold and copper mining company. The company owns a 100% interest in the Telfer gold-copper mine located in the Paterson region of Western Australia; and in the Havieron brownfield development project, a gold-copper deposit located in Western Australia, as well as owns various exploration projects across Western Australia. Greatland Resources Limited was incorporated in 2023 and is based in Subiaco, Australia.
