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Newcrest Mining Ltd NCMGF


Primary Symbol: A.NCM

Newcrest Mining Limited is an Australia-based mining company. The Company's principal activities are exploration, mine development, mine operations and the sale of gold and gold/copper concentrate. The Company owns and operates a portfolio of brownfields and greenfields exploration projects. The Company’s assets include Brucejack, Cadia, Havieron, Lihir, Red Chris, Telfer and Wafi-Golpu. The Brucejack asset is located approximately 950 kilometers (km) from Vancouver, Canada. The Cadia asset is located approximately 25 km from Orange, New South Wales (NSW). The Havieron asset is located approximately 45 km east of Telfer. The Lihir asset is located on the Niolam Island, approximately 900 km from Port Moresby, Papua New Guinea (PNG). The Red Chris asset is located approximately 1,700 km from Vancouver, Canada. The Telfer asset is located approximately 400 km from Port Hedland, WA. The Wafi-Golpu asset is located approximately 65 km from the city of Lae, PNG.


ASX:NCM - Post by User

Bullboard Posts
Comment by jsladekon Sep 21, 2012 9:18pm
354 Views
Post# 20398548

RE: PVG in a nutshell

RE: PVG in a nutshell

diagoro,

I agree with much of what you say.  Basically a top notch mining guy got backing from big money and bought a highly prospective property. A couple of comments:

3. PVG was conceived and executed as a professional/corp play. The small investor was very late to the party.

The small investors had plenty of chance to get into this.  The stock traded within 10% of the IPO for over a month after it started trading.  Some small investors got in early and picked up shares at very good prices. Like this guy for example:  https://www.stockhouse.com/bullboards/messagedetailthread.aspx?&p=0&m=29022634&r=0&s=PVG&t=LIST&pd=1  There was also an opportunity for the small guy to make good money on the warrants.  I remember someone pointing out on this board that warrants were trading at $0.97 per share - and they went up to over $4.00 after that.

5 ... obviously the challenge has pushed SNOWDON and PVG into positions where neither is completely comfortable with the other.

I disagree with this statement - particularly based on the presentation that I listened to on the web.  There did not appear to be any disagreement between the two parties.  With this high grade its prety obvious that a bulk sample is required to get a good estimate of grade.

6. The presentation was pathetic. And they left the mikes open at the end so you could hear the presenters laughing over what was, for them, a free and totally needless trip to Canada.

The presentation was awesome. I have way better understanding of the geology now.  The explanation of the modelling confirmed my assumptions regarding changes in the 43-101.  Given that the reasons were based on geology, statistics and reserve modelling a dry technically oriented presentation was kind of what I'm expecting.  I don't know what else you were expecting.  A dog and a pony  perhaps? Robert Quartermain jumping out of a giant cake?

8. Investors are driven by fear and greed, and usually get timing wrong 80% of the time. This is fear week at PVG. You should be buying.

I bought some today.  When an excellent news comes out (particularly news that is explained in exquisite boring detail) but the stock goes down ... that can often be an opportunity.

 

 

Bullboard Posts