Member Info for lebugue-addick

The"1" is a reference to the accompanying Note 1 which states lower down the RNS:

1 "Newcrest market update to Australian Stock Exchange on 12th October 2021".

So FS remains as expected during the period Oct-Dec 2022.

Hi TomE. You are right. 23/23. Just checked the body of the RNS

If it looks like a mine, behaves like a mine and drills like a mine it's probably A MINE.

All at depth. Linked corridors. Decline record.

Well done again GGP. Is that 25/25? One loses count after so many fantastic updates.

Schlemiel. Newcrest have taken a policy decision to step back and only report quarterly now. No surprises, all as expected.

From Ortex

https://www.ggpchat.co.uk/viewtopic.php?p=2787&sid=48fb815f7f60ac159c960f2bb7e4b504#p2787

Oh no! There's no money left

now where have we heard that before

Hi Bamps - do you think it likely that the FS will go for more than a 3Mtpa, 2.9M oz scenario over 11 years. There looks to be some scope imo given a year's more drilling will be in the bag since the figures were first presented.

If that's the case I will have to update my revenue and cost spreadsheet!

pasb - GGP's own assumptions envisaged a 3 year payback period using a gold price of $1,750/oz and an exchange rate of USD/AUD of 0.72.

Newcrest's assumptions were for a gold price of $1,500/oz and an exchange rate of 0.75 - Today it is 0.678

Just for balance you understand.

barna - that's just another way of justifying mindless deramping sadly. The pros for Havieron have been done to death on here, time enough for everyone to have formed an opinion one way or another. For newcomers the record can just go on repeat or look at ggpchat

BOJO. To be taken seriously you need to present DETAILED CALCULATIONS of the resource and the reserves based on the drilling results which are freely available every 6 weeks. And then convert that to AISC and revenues expected. Try 12 October and 3 March RNS information for starters....

Thanks Z - I assumed he meant he would dovetail in with the NCM results - 6 wks/7/6/7 etc

Hi Z - I mean I doubt whether we will get the 13/10/22 GGP update as well

Hi Zoros

27 October for the September quarterlies

https://www.newcrest.com/investor-centre/key-dates

Cheers l-a

Who said it? And when was it said?

"But the best number on this page is actually that 86% there that is the conversion of the resource into reserve and what that is telling you is this is a high-grade resource ore body sitting next to infrastructure, it virtually all comes into the mine plan and I think that's a hallmark of a high-quality asset and that's certainly the highest conversion factor I’ve seen in my career".

Easy one for starters...............................

Bamps - that is mahoosive! In terms of ore are you now thinking in terms of 1.2 billion tons @ say 1 g/t?

Have you now reworked your calculations based on all the latest drilling results?

Cheers l-a

You are right Mark re lowest AISC as the top one is in Russia so that can be ruled out.

We are the lowest. How does that sound?

Mushy and Bamps. What I also particularly like hearing from Shaun is when he talks about the conversion rate from Resources to Reserve. A massive 86% - the highest he has come across in his career.

You're right Mushy. With a twinkle in his eye Shaun mentioned 20m ounces and Callum said 10m though you could tell from his body language that was a clear understatement.

Hi Mushy. Ounces per vertical metre are currently over 8,000 in the top half of the ore body. If this average continues down to 1250m wow, look that would be really exciting "Andrew"!

AISC 2nd cheapest on the planet did I hear you say? Look It's all in the preso