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Moneymaker1979

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02/10/18

14:29

Post #: 35965712
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Originally posted by sydneyguy: ↑

World
Class assets which produce little in terms of shareholder returns -

Aud gold
And copper price below last year and profit was tiny- production is still stagnant after years and it’s already trading at insane pe!

As the overdraft comes
Down- they have flagged they need to spend a lot of capital ——-ie build debt again- telfer

Lihir not doing that great

They should imo get new ceo- operation edge and everything else did nothing imo - it was merely a pop in gold price and copper prices and fall in aud that saved ncm

- sell all the mines pay off all debt- just operate Cadia and the bank balance will grow significantly and quickly and shareholders will be better rewarded—— its a long life mine—- the other big chunks of resource and reserves just cost money to hold, maintain and develope—- shareholders could get rewarded quickly if this businesses ness was broken up imo

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Gold is firming, should see a ST bounce tomorrow,

Originally posted by sydneyguy: ↑

World
Class assets which produce little in terms of shareholder returns -

Aud gold
And copper price below last year and profit was tiny- production is still stagnant after years and it’s already trading at insane pe!

As the overdraft comes
Down- they have flagged they need to spend a lot of capital ——-ie build debt again- telfer

Lihir not doing that great

They should imo get new ceo- operation edge and everything else did nothing imo - it was merely a pop in gold price and copper prices and fall in aud that saved ncm

- sell all the mines pay off all debt- just operate Cadia and the bank balance will grow significantly and quickly and shareholders will be better rewarded—— its a long life mine—- the other big chunks of resource and reserves just cost money to hold, maintain and develope—- shareholders could get rewarded quickly if this businesses ness was broken up imo

Expand

NCM Price at posting: $19.12 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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Takeover target, page-20

Top Stories

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

HotCopper Highlights: Your most watched stocks for Week 47, 2024

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

Sales growth pushes Lovisa's fortunes (and shares) upwards

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

Scientific conference spotlights PYC's work on blindness disease treatment

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects