JUNIORMETRICS
Gold$4,479.95/oz
Silver$66.98/oz
Copper$6.00/lb

Geopacific Resources Ltd.

GPR·$0.02·$65.4M cap
GoldWoodlark Gold Project, Milne Bay, Papua New Guinea Map

Geopacific Resources Ltd. is developing the Woodlark Gold Project in Milne Bay, Papua New Guinea. A Definitive Feasibility Study released 21 May 2026 reported an Ore Reserve of 34.3 Mt at 1.09 g/t Au for 1.2 Moz mined, an approximately 11-year mine life, initial capital expenditure of A$534.6 million, a post-tax NPV at an 8% discount rate of A$1,301 million, a post-tax IRR of 50.6%, and life-of-mine AISC of approximately A$1,966/oz.

Notable vs. Peers

  • Jurisdiction risk score of 5/10 is meaningfully riskier than the peer average of 7.8/10.
  • Financials score of 4.6/10 is weaker than the peer average of 6.6/10.

Lifecycle Milestones

Grassroots
Resource Def.
PEA
PFS
FeasibilityCurrent
Permitting
Construction
Production
10/10
Weak track recordStrong track record
4.6/10
Thin runwayWell-capitalized
5/10
High riskLow risk
How this is calculated
6.3/10
Weaker depositStronger deposit
6.5/10
Weaker profileStronger profile
Price Chart
$0.02$0.025$0.035$0.03$0.024AugNovFebJunSep
Aug 12, 2025Sep 4, 2026
News
$0.02
+32.1%from low-46.5%from high
$0.02$0.04
See who ↓
61.6%
Low alignmentHigh alignment
See who ↓
18.9%
Low alignmentHigh alignment
$65.4M
Far belowFar above
$29.1M median
Price (USD - Local)
$0.02 - AUD 0.03
Cash Position (USD)
$5.3M
Far belowFar above
$11.8M median
Debt (USD)
Far aboveFar below
$0 median
$60.2M
Far belowFar above
$26.9M median
3.2B
Far aboveFar below
172.1M median
Jurisdiction
Papua New Guinea
1,200,000 oz
Far belowFar above
1.3M median
$50.13/oz
Far aboveFar below
$158.80/oz median
Cut-off: 0.4 g/t Au (Mineral Resource cutoff, open pit)
This company's data hasn't been researched yet
N/A -- feasibility-stage, no active mine
11 yrs
Far belowFar above
11 yrs median
$1,373/oz
@8%$908.5M(at $3,841/oz)
Far belowFar above
$596.9M median
0.07x
Far aboveFar below
0.46x median
This company's data hasn't been researched yet
Not enough peer data yet
$3,841/oz14% below spot ($4,480/oz)
51%Clears Durrett's 25% developer bar
Far belowFar above
41% median
61.6%
0%100%
19.1% median
18.9%
0%100%
3% median
1145 kmfrom Barrick Gold Corp. (New Porgera JV)'s Porgera
Outside typical bolt-on range
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
Acquisition Susceptibility
4.7/10
Unlikely bolt-onFits the takeout profile

A relative ranking of how closely this company matches the profile of juniors that have actually been acquired — not a probability, and not a reason to buy. Acquisitions are rare: only a few dozen significant deals happen a year across a universe of thousands of juniors, so even a high score here describes a long shot. The strongest signal the underlying research identifies — whether a major already holds a JV, earn-in, or 5–19.9% strategic stake — isn't tracked yet and is absent from this score.

Risk/Reward Asymmetry
0.07x P/NAV· 8th percentile of 14 stage+commodity peers· Known risk: jurisdiction

P/NAV of 0.07x sits in the 8th percentile among 14 feasibility-stage gold peers -- and its jurisdiction score of 5/10 is low enough to plausibly explain much of that discount: a known, identifiable risk the market may be pricing correctly today. This is the headline Risk/Reward Asymmetry pattern this screen looks for -- a real, specific risk (e.g. a permitting dispute or comparable jurisdiction issue) that, if it resolves favorably, could re-rate the stock sharply. A mechanical screen only: this does not by itself confirm there IS a resolvable catalyst, or that it resolves favorably -- see this company's own profile page for any completed, cited research (Task #530) into that real "why," where one exists yet.

Financing overhangReal resolution path identified

[Task #530, 2026-08-22] Woodlark's DFS (completed 21 May 2026: 34.3Mt @ 1.09g/t Au for 1.2Moz reserve, ~11-year mine life, A$534.6M initial capex, post-tax NPV8% A$1,301M, IRR 50.6%) is real and robust, but Geopacific has NOT yet reached a construction financing decision. The company only formally commenced its Project Funding Process around the DFS release, is still advancing discussions with financing partners and front-end engineering/permitting, and is targeting a Final Investment Decision by LATE 2026 -- construction is not slated to begin until then, with first gold not until Nov 2028. PNG carries real, already-priced (jurisdictionRiskScore 5/10) resource-nationalism and remote-logistics risk on top of this. The live, unresolved catalyst is whether Geopacific actually lands the ~A$534.6M construction financing package and reaches FID on schedule -- against a market cap of $65.4M vs. an NPV of $908M (A$1,301M), a real financing-package announcement would be a large re-rate.

Source Second sourceas of May 21, 2026Multiple independent sources

A relative screen, not a probability and not a reason to buy. This flags companies trading unusually cheap vs. peers of the same lifecycle stage and commodity, for a real, identifiable reason (a jurisdiction risk, a specific dispute, an incident, a financing gap) that may or may not ever resolve favorably. "Unexplained" candidates carry no identified driver at all -- a more speculative bucket than a named catalyst.

Overall Score Trend
+14% since 2026-08-10

Your Rankings

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Management Team

Managing Director of Geopacific Resources Limited, appointed effective May 1, 2026, succeeding James Fox, who stepped down as CEO. Also currently CEO of Gulf Manganese.

Insiders, Investors & Smart Money

Notable shareholders and insiders whose involvement is worth knowing about, plus what we're seeing from institutional/large-investor activity.

Smart money
4/10

Tembo Capital, a specialist mining-focused private equity fund, holds about 12% of Geopacific Resources, though recent coverage suggests some of that private-equity position may be exiting. Insider Jingtao Chi bought roughly AU$1.9 million of stock on the open market within the past year.

No notable insiders tracked for this miner yet.

Reports, Presentations & Documents

Technical Report Takeaways

Ore Reserve of 34.3 Mt at 1.09 g/t Au for 1.2 Moz mined, per the 21 May 2026 Definitive Feasibility Study.