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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

Comment by miningmanon Nov 18, 2019 1:17pm
123 Views
Post# 30365422

RE:RE:RE:looks like they are putting the company up for sell......

RE:RE:RE:looks like they are putting the company up for sell......  Well ,  in order to  eliminate   the  frothiness in this take over scenario.  considdr the following.


All  gold mining take overs are predicated on  the number of ounces in the ground.  April   2019,  reported reserves were  6.4 million  ounces.  Shares outstanding is 185   million.  So effectively each  share  owns  0.0345   ounces.  Of  course   the  new updated  reserve figures will  drop  that  6.4  million  by   300,000   ounces of  2019   production .   as well  as  by an unknown  factor to  allow for the fact that published reserves here have NEVER  been  substantiated by mill heads.  However lets be widely  optimistic  and  say that   a  suitor  might be willing to pay an  exhorbiotant premium  for  future exploration  potential,  and use the 0.0345   figure.

I dont think Iv ever seen  a takeover at  more than  $200  per ounce ,  and frquently   its  100  or so.

Regardless ,  being optimistic  again,  using the  $200  value ,  we get a potentiial  take over value  of  $6.92   per share.  Kinda deflates the    optimism  here,  and  certtainly  there would be no appetite  for a sale athi price today.    But if the SP   takes another 30%    haircut when  Q4  numbers   and the new reserve numbers are published,   $7   becomes  semi attractive.
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