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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 VOKBLVRon Feb 15, 2019 8:27pm
265 Views
Post# 29373953

RE:April numbers and clues from Joe

RE:April numbers and clues from JoeNice to see both Paths and you making comments. My take on the Q&A today with respect to grade going forward was, to me, a fairly straightforward answer to well phrased questions about grade projections. Unless the mine has done quite a bit of additional infil drilling there is no 100% answer to make a comparison between the original exploration drillling that was used to make a PEA and the drilling that was done to move the PEA from inferred to P&P (a reserve).
It is obvious now that the original Reserve overstated the mineable grade due to insufficient information due to poor drill density, particularly at the 1200 level. 
Whether improved mining methodology will rescue the grade control system without having a significant effect on reserve tonnages is still an unanswered question.
Over the years I observed very few gold mines with10 g/t head grades. Even though it is disappointing to think that we will be moving from16g to somewhere near 10g there should not be any problem paying off the detb and starting a  sustainable dividend program. If the POG keeps firming towards $1,400 per ounce the$800/oz margin should make all the shareholders breathe a little easier. If gold heads down rather than up it will be hard to hang on to a losing
venture.
Bullboard Posts