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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 LovesAUon Feb 17, 2020 1:09pm
163 Views
Post# 30699493

RE:RE:RE:RE:RE:RE:Another dose of reality..

RE:RE:RE:RE:RE:RE:Another dose of reality..Oh gosh, I have a pretty good chronology in my head of what we have written regarding grade at PVG without scrolling through eternity.

I want to say regarding your technical knowedge, as well as miningmans, that I appreciate it. It helped me short this thing after Joe O consistently lied about it until he finally had to come clean last Sept.

I understand the nature of the deposit now which at first, I did not understand. Largely, thanks to both of you. I spent 4 years as a core driller in areas of Wyoming hunting uranium and oil- as well as growing up in a mining town. I understand the nature of the biz somewhat but you guys clearly have expertise.

From an investing standpoint- which is clearly more my area of expertise- I am only as good as my ACCURATE information and the speed at which I am able to deploy my capital. I don't have eternity to mull stuff over. That's why I understand why the developmental muck memo allowed ZIJN to hit the bricks when share price topped 12. I am also a bit of a chartist and technical trader. That is why Sept 9 trading was completely off the charts. Somebody knew production and guidance was not going to be there- at a time when Joe O had maintained that it was- and they dumped shares by the millions. Gawd I wish I knew who was selling that day. This was not short selling- this was big investors unloading.

Clearly they had inside info not available to the rest of us. Insiders had also been selling late August- so the signs were there. Say one thing and do the opposite. 

My job is to obtain or in some cases- preserve capital- is to try not to follow the puck so much but be where the puck is going. It is my fault for believing Joe O when insiders were selling and that giant 10% haircut happened on 09/09. Thus it is part of my due diligence to parse out comments  which are relevant and in some cases reasearch them. That was why I drew my conclusions about paths and miningman. Miningman just happened to have the more accurate predictions- and they lined up with my thoughts as well.

Right here on a bulletin board. 

So yeah, I think PVG is dead money. Why would I deploy capital here when other opportunities abound? I see PVG in the 8 or 9 level short term- 3 months. The POG will hit 1650 rather easily in that time and support a better SP.  The SP has been kicked around for two reasons. One is the hit and miss, nuggety nature of brucejack. The other is a CEO who has consistently lied and manipulated the SP. Both of those reasons are now settling on the delta in some sort of alluvial fan and I see no reason for the volatile swings that PVG has endured now that both of those things have been sussed out.

I'll keep my eye on this but for now- I am out. Glad to see Joe O out on his ear.
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