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2026-11-06
◂ Monitor GMD ASX

GENESIS MINERALS LIMITED

Producer · Gold · Australia Rating locked: sign in to view v8 · gmd-20261024t174056-full
Last 2026-11-06
A$7.04
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$8.3B
EV
A$8.1B
Cash
A$488.3M
Debt
A$200M
3 newer ASX announcements not yet reflected in this valuation

Portfolio detail

Assets

4 assets

Core asset

Leonora integrated mining hub

Australia

Producer100% ownedGold

Operating integrated hub

Producer · Producer
Production annualised (attributable)
184.0k ozd
Production (last FY, 100%)
175.0k ozd
AISC (latest quarter)
—
AISC margin at spot
—
Delivery vs guidance
—
Reserve life
16.6 yrsd
Head grade
4.40 g/t
Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral ResourceMeasured, indicated and inferred9.6M oz Au2.7 g/t Au; 110 MtGold2025-12-31
Ore ReserveProbable2.9M oz Au2.6 g/t Au; 34 MtGold2025-12-31
Economic studies1
StudyStageStatusDateSummary
FY27 standalone operating guidanceOperating PlanCurrent2026-07-28Group production 270–300koz and AISC A$2,750–3,050/oz; hub split and later-year cash flows are analyst assumptions, not an issuer mine schedule.

Core asset

Laverton integrated mining hub

Australia

Producer100% ownedGold

Operating integrated hub

Producer · Producer
Production annualised (attributable)
100.0k ozd
Production (last FY, 100%)
111.0k ozd
AISC (latest quarter)
—
AISC margin at spot
—
Delivery vs guidance
—
Reserve life
12.6 yrsd
Head grade
1.10 g/t
Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral ResourceMeasured, indicated and inferred6.4M oz Au1.6 g/t Au; 120 MtGold2025-12-31
Ore ReserveProbable1.4M oz Au1.2 g/t Au; 39 MtGold2025-12-31
Economic studies1
StudyStageStatusDateSummary
FY27 standalone operating guidanceOperating PlanCurrent2026-07-28Group production 270–300koz and AISC A$2,750–3,050/oz; hub split and later-year cash flows are analyst assumptions, not an issuer mine schedule.

Material

Bardoc resource inventory

Australia

Resource Stage100% ownedGold

Unscheduled resource optionality

Resource / scoping · Resource stage
Contained metal (attributable)
2.9m ozd
Resource grade
1.80 g/t
% Measured + Indicated
62.4%d
Resource tonnes
50.00 Mtd
Our value per attrib. contained unit
Locked
Mining method
Open pit and undergroundd
Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral ResourceMeasured, indicated and inferred2.9M oz Au1.8 g/t Au; 50 MtGold2025-12-31
Ore ReserveProbable97K oz Au3.8 g/t Au; 0.79 MtGold2025-12-31

Material

Magnetic / Lady Julie acquired inventory

Australia

PFS Developer100% ownedGold

Acquired inventory subject to review

Developer · PFS developer
Study
—
Post-tax NPV (study prices, attributable)
—
NPV restated at our deck (attributable)
Locked
IRR
—
Initial capex (100%)
—
Capital intensity
—
LoM AISC
—
Mine life
—
Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral ResourceMeasured, indicated and inferred2.4M oz Au1.7 g/t Au; 44 MtGold—
Ore ReserveProbable1M oz Au1.7 g/t Au; 18 MtGold—
Economic studies1
StudyStageStatusDateSummary
Acquired inventory integration reviewPFSCurrent2026-08-20Acquired June2026; separate acquired reserve/resource statement pending Genesis technical review. No current Genesis standalone cash-flow study disclosed.

d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)

Stock database

Other assets

Plants, holdings and assets valued inside a project
Laverton processing plant · Processing plant / refinery · Operating
Product and spec
Gold bullion
Nameplate capacity
3e+06 tpad
Throughput (12M)
761.0k td
Utilisation
25.4%d
Capital intensity (capex / tpa)
—
Feed source
Wholly owned hub mining inventory; third-party OPAs finished March 2026
Offtake contracted
—
Leonora processing plant · Processing plant / refinery · Operating
Product and spec
Gold bullion
Nameplate capacity
1.4e+06 tpad
Throughput (12M)
354.0k td
Utilisation
25.3%d
Capital intensity (capex / tpa)
—
Feed source
Wholly owned hub mining inventory; third-party OPAs finished March 2026
Offtake contracted
—