Goldgroup Mining: A Cool, Quiet Opportunity For Risk-Takers

Impact · against what's priced in

Goldgroup Mining presents a high-convexity play where the current valuation reflects significant risk but excludes the potential value from the San Francisco restart and Back Forty study. Success in these catalysts could drive a substantial re-rating, though failure poses a clear downside risk to $2.40 per share.

GGM+0.50

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In context

The potential to double NAV through the San Francisco mine restart and Back Forty feasibility study provides a path to 70-100% upside, though this is offset by jurisdictional and execution risks.

Read from the article alone

• mining
• GGM
• asset restart
• feasibility study
• gold mining
• jurisdictional risk
• nav valuation

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