RE: Bamps218 May 2021 13:01
Hi Ben
Personally I can't see a takeover/ merger by NCM at this time.
NCM priorities at the moment are to keep their production rates up
Cadia and Lihir are in transition , huge sums needed for next phases.
Telfer is running low, the AISC's in last weeks reports are rising rapidly, one part has $1700 AISC can't be making money.
Red Chris and Havieron have Declines to fund and exploration costs.
Too many costs at the moment to start thinking of takeovers in my opinion