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Newcastle Minerals Ltd A.NCM


Primary Symbol: V.NCM



TSXV:NCM - Post by User

Bullboard Posts
Comment by pathson May 02, 2019 10:52pm
238 Views
Post# 29704595

RE:RE:RE:RE:Management Discussion & Analysis

RE:RE:RE:RE:Management Discussion & AnalysisWe already know what will be said tomorrow. Something like, 'that will be the worst quarter, Q2 will be more tonnes and better grade'. So shares should close at least a little higher. 

What surprised me, is the shares going all the way down to 7.1, what would let that happen. Then the report was more disappointing than most anyone thought it would be, but still the shares went up 0.2 in after hours. So the average market participaint is disappointed, yet immediately bids the shares higher??

It could be that once again a large market participant, essentially knew the news ahead of time, already traded the shares low, too low, so the only direction available was for the market to buy the news. 8.8 to 7.1 was a 19% drop when gold was only down 3.2%. One solution could be for the company to stop selling to a single refiner, but to include sales of a varying fraction of the production to another refiner, maybe even the Canadian mint each quarter, which is one buyer that has their own gold/silver refinery. Then if it somehow occurs that information leaks out of the commercial refiner, it would not be of value without the information from the refinery at the mint. Something like that. Maybe I'm too suspicious, and there is nothing here to speculate about, but it it maybe does seem like once again there is somewhat unusual share price behaviour at a report date...??
Bullboard Posts