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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 May 02, 2020 1:57pm
210 Views
Post# 30979584

RE:Transcript from yesterday's Webcast

RE:Transcript from yesterday's WebcastThe Company repaid $16.7 million of its $480 million senior secured loan facility (the “Loan Facility”). At the end of the first quarter 2020 the outstanding balance on the Loan Facility was $367.3 million.


Add  to this  367 million an additional  $100  million  to cover redemption of  the debenture that  matures in 2022,  and  we have  $467  million  , plus  interest ,  that is scheduled to be repaid  over the next  11 quarters.

Thats close to   $44  million to be paid  every quarter.   No wonder they drew down the last  $16  million  .   

POG  is temporarily  providing  support , but look at the increasing  tax  liabilities,  possible   increases  in  opex  due to Covid,   and   definite increases  to opex  when definition  drilling recommences and  capital projects restarts.

No  wonder theres  been  no rush  by the shorters  to cover their  position
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