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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 sclardaon Jul 23, 2021 9:25pm
157 Views
Post# 33600217

RE:RE:RE:RE:Anybody else notice this?

RE:RE:RE:RE:Anybody else notice this?Woodporter wrote

Sclarda

I could not agree with you more. Seabridge has been sitting on their low grade resource since forever, and do not seem any closer to getting a mine done.

Far better for Pretium to focus on the high grade resource they have in hand. Drilling seems to indicate plenty more of that to go with.

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Exactly. Why would a relatively small company like PVG want to spend years trying to develop a low grade "Gravel pit" in a very hostile remote location  that would also require several billion dollars and many years to see any cashflow from  when they have a nice 350 000 ounce per year existing high grade mine that has more cash than debt and  is now  piling up cash in all directions with new drill results that show unbelievable gold grades over long intersections in many drill holes. 

Management made a very good move selling Snowfield and that money will help PVG to get debt free a lot quicker which gives them a lot of possibilities such as expanding the mine and putting some of the high grade gold that they have found through it. They also have a lot of money for an extensive drilling program to see how much more gold they can find. They can also look at paying a dividend, share buybacks, taking over another smaller miner etc. 

 It would make a lot more sense to me for PVG to build up cash at the current rate of aprox. $350 million Cdn. per year and then say in a year or two from now try and take over a small producer or a near producer  such as Ascot or a similar company with cash and shares. In that way you dont have to take on any or relatively little debt and start getting the cashflow from another mine  right away.  That makes a lot more sense to me than  likely bankrupting the company trying to spend many years trying to develop a multi billion dollar project like Snowfield. Leave that to the big boys.

PVG has had its struggles over the years.  At the same time in only 4 years the company has payed off $750 million US in debt plus interest and is now sitting pretty with cash piling up everywhere and all the options that brings.

Sooner or later the market will take notice.



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