NCM 2.75% $28.78 newcrest mining limited

Ann: Cadia Northern Tailings Dam, page-8

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  1. 741 Posts.
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    The selloff shows that this is the only mine in the portfolio that the market values.

    It's a shame this company hasn't focused on mining efficiencies (cost out stories) like the other majors have. At a time when gold is about to turn and run hard, this has been the most disappointing large cap mining company on the ASX.

    This accident is just bad luck, but the overall story/strategy & execution by NCM management has been piss poor.
 
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Currently unlisted public company.

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