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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 zentrarianNZon Mar 04, 2014 3:23am
258 Views
Post# 22276102

RE:RE:RE:RE:Why I'm long PVG

RE:RE:RE:RE:Why I'm long PVGhazzard5.....While I agree that PVG is probably no longer "grossly undervalued" like it was at the post Farq-up lows - just a great bargain for those with a little patience - it's hard to understand your reasoning. The fact that it hasn't "been taken out by now" is irrelevant. There may be all sorts of reasons for that that have nothing to do with the sp. For one thing, maybe the majors know that management and shareholders may not be so keen on selling, regardless of the premium.

And how can you be convinced "this will be a mine one day" but be so skeptical about projected sustaining costs? Do you think RQ is planning on a money-losing operation? The fact is, because of its high grades and relative accessibility, PVG is already one of the few advanced gold projects in the world that do not require a significant rise in the PoG to be highly profitable. And how many serious observers of the world economy are worried that gold is going to languish in the doldrums for yet another two years? As for dilution, I expect RQ will keep it to a minimum, and no one in the industry is in a position to get better terms from lenders or partners.

Regardless of all that, maybe you should see if you can come up with a better reason to hold PVG than because you "would like to get your money back." Even an amateur investor knows that is the worst reason in the world for owning a stock. Simply put, if you wouldn't buy something you didn't already own at its current price, you should sell it.


Bullboard Posts