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Greatland Resources Ltd
Metals and Mining
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About Greatland Resources Ltd
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FUND MANAGER
DATE
Argonaut Funds Management initiated a large position in Greatland Resources, then UK-listed, after the company acquired the Telfer and Havieron assets from Newmont at a time when the broader market was divided on whether Telfer represented an asset or a liability. The manager's conviction was validated once the listing moved to Australia, and the business is now seen as capable of growing gold output from a range of 150,000 to 250,000 ounces toward 500,000 to 700,000 ounces by 2030, with dividends likely to follow as production scales.
Article
07 Sep 2026
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Argonaut Funds Management
Initiated
Article
Commentary

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Frequently asked questions about Greatland Resources Ltd (ASX:GGP)
Frequently asked questions
Who is investing in Greatland Resources Ltd (ASX:GGP)?
Fund managers including Firetrail Investments, Tyndall Asset Management, Seneca Financial Solutions, Prime Value Asset Management, Ausbil Investment Management, First Sentier Investors, Solaris Investment Management, Yarra Capital Management, Ellerston Capital, Oracle Advisory Group, Phoenix Growth Fund and Argonaut Funds Management have invested in Greatland Resources Ltd (ASX:GGP).
What opportunities or catalysts do fund managers highlight for Greatland Resources Ltd?
Argonaut and Firetrail highlight the value created from acquiring Telfer and Havieron, rising reserves, strong production and development of the high-grade Havieron project.
What are the key risks to the Greatland Resources Ltd investment thesis, according to fund managers?
Seneca questions the low grade of Telfer's West Dome reserves, and Firetrail notes the shares fell with weaker gold prices despite positive operational news.
What is the short interest in Greatland Resources Ltd (ASX:GGP)?
The short interest in Greatland Resources Ltd (ASX:GGP) is 3.37% which makes it the 68th most shorted stock on the ASX. Of the 672.9M shares that Greatland Resources Ltd has on issue, 22.7M have been sold short.
What does Greatland Resources Ltd (ASX:GGP) do?
Greatland Gold plc is a gold and copper mining company focused on the discovery, development, and production of precious and base metals. Headquartered in Subiaco, Australia, and established in 2023, the firm operates the Telfer gold-copper mine. The company is actively developing the Havieron gold-copper project and managing an extensive regional exploration portfolio. Greatland Resources Ltd. integrates extraction, processing, and sales operations to support its mining activities. The company maintains a strategic focus on expanding its mineral assets through regional discovery and project development in Australia.