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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 pathson Feb 17, 2020 1:03pm
174 Views
Post# 30699468

RE:RE:Downgraded by Canaccord & RBC

RE:RE:Downgraded by Canaccord & RBCI see it differently, with the current price of 7.41 US essentially accounting for an adjustment to a drop in grade to 8+ grams, and a reduction in tonnes by 20 - 25% while also inlcuding the balance of the debt repayment. Believing the shares are still overpriced needs to include a good reason, without that it strains plausibility.

This uncertainty should not be as confusing as it currently is. Considering the difficulties and character of the deposit, the variogram curves with data should have been shown in the reports. The combined Snowden reports would be thick enough to use as a door stop, yet they were wrong by a large margin, and were incomplete and inconclusive without the basis for the model curves shown. The author is now working on his own, no longer with Snowden. PVG has hired him to continue on working on this from his own office. Hopefully something different/better can be done this time, but I will have much difficulty viewing further reports from this source without skepticism. 
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