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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 VOKBLVRon Jul 10, 2018 7:44pm
313 Views
Post# 28296667

S/A comments in the past couple of days.

S/A comments in the past couple of days.Luongo and Arendes have both written articles that seem somewhat positive (particularly Arendes) but in my back of the envelope analysis I think the IRR for the project will be close to 20%. This is less than the FS number but in reality it is a very good number. It means payback will be les than four years from start of production at  the current gold price. I am optimistic that we will see higher metal prices and now I am sure that the big boys will want to take us out. They still face a difficult task as they must announce it when they achieve a 10% shareholding. The majority of the gold miners are now operating at a profit but they will be facing declinng reserves unless the price of gold goes up substantially. The institutions  will realize thatr they should have PVG in their portfolio when the dividends start to flow. I am sitting tight and hope the shorts get burned and the reality sets in that Brucejack will be around for a long time as a substantial, profitable mid-teir producer with a tremendous upside potential as when they are generating oodles of cash they will be in a position to put the low grade deposits of Snowfield and KMS into production from internally generated funds.
Bullboard Posts