RE: Newcrest Transcript13 Feb 2020 07:44
Do you note the emphasis on the word very there too old timer, He raised his voice and paused! What was very apparent is that he stuck almost exactly to the transcript and previous phrases and words used. So for those who doubted how carefully these words are chosen, hopefully now you will see, They meant to use the words NEW ERA,,, and when you say a VERY real possibility of renewing our asset portfolio and emphasis the very real part so emphatically, he has gone as far as he can without letting the cat out the bag. One thing I am certain of, results continue to be great, he simply couldn’t be this bullish if they weren’t ,especially when the life of telfer literally depends on havarion, not in the very distant future, in the next couple of years,.
Very glad I stayed up to listen to that, reading the words is one thing, hearing SB talk and his emphasis and tone was one of the most encouraging things, We are going to be a mine folks, of that I HAVE no doubt, its all but been confirmed by SB himself and permitting for explo decline already submitted and being worked upon.
It is simply a matter of size, and we know what size NC are after, so the accelerate as they are tells me only one thing, I can bring my investment strategy forward a few years and may well realise my targets this time next year already(was thinking 3-5 at least)
So exciting for LTH’s. Hoping for a scally RNS this week, maybe even this morning, nothing in that announcement itself warrants a ggp one so if we get one it will be about something else... Sale of fire tower would be a wonderful left field play right about now wouldn’t it! TBF I wouldn’t be upset if they did a placing now and accelerated more than one target in scally and pre