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Greatland Resources Ltd ASX:GGP

Gold Mining Diversified Mining Free Cash Flow

1 opened or increased6 held0 reduced or exitedlatest position by manager, past 12 months90 days: 1 increased, 0 reduced. 12 managers in total.

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Opened or increasedHeldReduced or exited Start or end of the position not reported

9 more managers have commented on GGPPro shows the full position history for all 12 managers.

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2026

31 Jan 2025 to today

Commentary Showing 2 of 25

DateManagerActionSummary

14 Oct 2026Seneca Financial SolutionsHeldSeneca Financial Solutions questions the strategy of Greatland Gold (ASX:GGP) in trying to process sub-0.5g/t stockpiles profitably in a flat gold price environment. Seneca believes Greatland would be better served acquiring Antipa Minerals, which it views as ripe for takeover, reflecting its broader expectation that bolt-on acquisitions in the WA gold sector are about to begin.

Gold MiningAnnual Report, price recorded $9.76

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7 Sep 2026Argonaut Funds ManagementInitiatedArgonaut 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, price recorded $11.49

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Articles

About Greatland Resources Ltd

Materials, Metals and Mining

Greatland Resources (ASX:GGP), owner of the Telfer gold mine, has been a strong performer, though some managers question reserve quality. In September 2026, Argonaut said it took a large position in Greatland after it acquired Telfer and Havieron from Newmont, when the market underappreciated the deal. Firetrail noted a significant uplift in Telfer reserves only 12 months after acquisition and strong production driven by grade and recovery. Seneca, however, highlighted that Telfer's West Dome ore reserve grade is just 0.53 grams per tonne. Greatland Resources operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 24 comments from 12 fund managers, including Argonaut, Firetrail and Seneca. Headquartered in Subiaco, Perth, Greatland produces gold and copper from the Telfer operation in Western Australia's Paterson Province and is developing the high-grade Havieron deposit, having moved its primary listing from London to the ASX.

Market cap: $66.1b
Price to earnings: 10.4x
Return on equity: 48.4%
Dividend yield: 0.0%
Price to book: 3.96x
Net margin: 38.2%
52-week range: $6.73 to $15.43

Company figures as of 15 Oct 2026. For information only.

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 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.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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