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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
Post by miningmanon Oct 11, 2013 5:34pm
495 Views
Post# 21812062

Summary todate????

Summary todate????
 Even to a mining proffessional like myself this whole matter is confusing.  Most of the recent posts here  are well thought out and rational but lets look at this from a different perspective to try to evaluate the risk / reward.   In my opinion the  Snowden  "custom mil the entire 10,000"  is infinitely more accurate than the results that might be obtained from any tower sampling but both snowden and Strathcona are well known reputable organizations  but Strathcona seems to have facts that are not being released to the public.  Strathcona's statement that Pretium has been given  the reasons for their withdrawal , almost demands that Pretium release these reasons .  On going failure to do so leads to major suspicions.
 Converesely  todays market value  of the company ( $500 milion)  with the known reserves (  6.6 million ounces )  implies a market value  of   $80 per ounce,   Now this is somewhat higher than the $ 20-40  per ounce that projects have changed hands for over recent years  but most of those projects did not have an advanced 43-101  (  Cost  $1-2 million)  nor a PEA   nor bankable feasibility study  (   Cost  $5-10 million) .  The fundamental question here is will the bulk sample results ( by whatever test is used)  confirm the  6.6 million ounces??  Even if there is a small loss,  ounces from the cleopatra would  go someway to replacing the lost ounces.
  In my opinion,  the reward outweighs the risk.  But I would be much happier if I knew the reasons for Strathconas withdrawal.


Bullboard Posts