Added to YB: 2025-05-20
Pitch date: 2025-05-18
GPM.L [bullish]
Golden Prospect Precious Metals Ltd.
+92.84%
current return
Author Info
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Company Info
Golden Prospect Precious Metals Ltd. is a close ended equity mutual fund launched and managed by CQS Asset Management Ltd.
Show full summary:
Reconsidering GPM - Golden Prospect Metals
GPM.L: Golden Prospect trades at 25% discount to NAV with 91.5% of holdings producing/developing. Triple leverage: falling AISC as production grows, potential gold price upside, and forecast production growth. Top 10 holdings up 81% YTD, with 2.2M oz production growing to 5.45M oz by 2028. Profits could quadruple from $2.3B to $8.3B.
Read full article (26 min)