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Newcastle Minerals Ltd A.NCM


Primary Symbol: V.NCM



TSXV:NCM - Post by User

Bullboard Posts
Post by pathson Mar 15, 2018 6:46pm
415 Views
Post# 27724085

Everything is ok, nothing much to post a message about...

Everything is ok, nothing much to post a message about...Looking ok, holding up well on down days. Glen Chan came out with yet another bizarre blog on PVG (far too absurd for me to include the link). The concentrate has less than 45% of the gold content, as was originally stated in the feasibility. He sees this as something that must be wrong, and therefore supporting of his short thesis.

Before imagining this as a verification that the test work was wrong, he could have phoned IR, as he would have been told that the outflow from the gravity concentrator was changed to return back into the inflow, to cycle through the process again in an attempt to increase the gravity separation percentage. This worked remarkably well. So well that the gold grade in the concentrate decreased, and gold in dore bars increased. This is a nice positive as the gold in dore has less refining charges and is paid out much faster. I tried to explain on twitter but he seems to trapped in a confirmation bias syndrome. When will people accept this is not going to falter, the worst case scenario is still very good at 75k oz per quarter, how many quarters will it take before people accept that this is going to work. The 5 and 6 us put options expired without value, so now people are trying the 7$ puts, which may also end up the same.

The us$ is overdue and trying to bounce, which is dragging gold back, however, there does not seem to be much strength behing the $ regardless, so both gold and the us$ are somewhat aimless and drifting until they settle into some type of pattern??  

 
Bullboard Posts