The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Ho hum, a 50m intercept at 4.3 g/t and 1.6% copper from 1313m....look at that ‘coppuh’.
The next HAV is under HAV. This resource will still be open in all directions in 5 years time, so get used to it.
When SD says ‘launch asset’, he really mean ‘pinch me, I’m dreaming’.
There’s only one Callum Baxter.
Not a silly question at all, east, great topic.
Bamps, where are you getting the Cadia 95% recovery rate from? Based on Cadia much lower gold grades, I would imagine a lower recovery rate. I recall Cadia copper pushing 90% recovery.
Newcrest are the Operator - simple as that.
Example, with the Macondo spill in the Gulf of Mexico, all you heard about was BP as operator of the block license. Not Anadarko (25%) or Mitsui...non operating JV partners, just like our ‘little’ GGP will be
Hydro, I wish you would come out of your shell and tell us how you really feel ;)
Absolutely, the capex to be used to decommission Telfer is effectively being used for Telfer part 2, let’s just wind the clock back to the 90’s and do this thing over again. NCM must be smiling signing those cheques.
Great two interviews this week, and it’s the first time I feel we’ve gotten to know SD and what he’s about. My view - SD gets it. Growth of a glittering asset, minimal capex, value through the drill bit - all great. Rare asset with gold / copper diversification, it’s an easy sell to potential investors isn’t it.
That said, my biggest takeaway is the reference to ‘green’ underground mining, low carbon footprint, existing infrastructure and brownfield development. This is key in bringing on II investment this day in age, and whilst HAV already sets us apart, this is the cherry on top. Brilliant.
SD, nice to meet ya.
Just catching up - wow, sulphide zone now seems to have 12m oz dare I say nailed on.
More importantly, a hybrid oil rig mudlogger / world famous geo who can extract hydrocarbons using Jedi mind tricks, and may or may not have discovered the lost city of El Dorado in South America, has advised hard rock go slow and soft rock go fast and we are a long way away from pulling out ore.
I just hope Byrnecut had been informed of this ;)
If I’m Sandeep and asked to give three reasons to invest in NCM, surely I would start with Cadia long life and record AISC. But no...all Havieron, and the Sandeep 50moz smile.
What’s that saying about a gift horse?