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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 miningmanon Jan 29, 2018 5:06pm
211 Views
Post# 27458022

RE:RE:RE:Credit Suisse report

RE:RE:RE:Credit Suisse report Interesting  thoughts in this post. I'd be more inclined to say its either a resource estimate problem   and / or a scheduling problem.  Theres no major  mining problem evident,  other than  an inabity to mine   sufficient average grade stopes today.  I believe there most certainly is a resource estimate problem ,  but cannot  provide numbers to back up my opinion.

No point in any us getting too upset in the short term ,  it does kinda look like there is consensus building that the next two quarters results will be less than optimum,  but  only time will tell.

In the short term, will mill heads remain at around  8 gram ,  or rise to 10-11 gram.   There is a huge effect on the bottom line.  Every gram reduction   is  about  a $8-9 million hit  to the bottom line.

Yes there are reasons for long term optimism ,  but  how much short term pain will have to be endured before things start to turn around?? Once again , its all personal opinion.
Bullboard Posts