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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 Jun 04, 2018 11:36am
220 Views
Post# 28120078

Obscession with short volume is pathetic.

Obscession with short volume is pathetic.Almost  none of recent posts on this subject are based on facts or reasonable extrapolation.   The one true fact is that this will be resolved  in one of two ways.    Either future financial results  from PVG will be so impressive ,  that the shorts wil  fade away  with substantial losses, or their beliefs will be vindicated....... probably before xmas 2018......and they will continue to make large gains on their bets.


I personally believe  Q2  has a good  chance of improving on Q1  numbers but  to what extent ???.  To improve  Q1  numbers to say ,  100,000 ounces   would require an increase of head grade to around   13 grams which is certainly  not  an unrealistic goal,  especially given managements recent optimistic statements  re  improving grade control etc etc.

Howver lets not forget they really had to push tons thru the mill in March in order to come in at the low end of guidance.  What will the market reaction be to   perhaps less than stellar results in Q2?? 

And very soon ,   we will  be seeing how they propose to refinance approx  $260 million in debt  before xmas.   Yes they can pay  a 2.5%  penalaty for the priveledge of delaying this for  12 months ,  but the existing cash,  plus any reasonable allowance for  future cash flow over the next  few months  doent come close  to 200 million.  This is , I believe ,  what is driving the short interest.
Bullboard Posts