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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 cigarbuttson Sep 15, 2017 10:07pm
425 Views
Post# 26704127

What is wrong with this picture???

What is wrong with this picture???Nobody believes the CEO presentation at R&R this week.    Nobody believes the RQ insider buy. 

Nobody believes the 3Q OCF to eliminate the Working Capital deficit.


Nobody believes all those drills from the stopes as they developed the mine infrastructure all done post this FS controversy. 

This is the next big Canadain mining fraud since Bre-X?

i have this at 4X  EV/EBITDA with limited debt at year end 2018 if they hit their 500K ounces.
1300 gold and 500 cash cost is 400M  EV/EBITDA and debt will be almost gone.  

With the long mine life and low cash cost,  and all the exploration and production upside the CEO talked about,  in a safe jurisdiction,  this should be valued more like a streamer/royalty company at 15X  EV/EBITDA.     The bigs will pay easily 8-10 X to get someting that is as good or better than almost anything and everything that they have in production.  
Bullboard Posts