know alls, now tell us something we don't know, page-4

Here is my 2 cents

People are only just waking up now

Super leverage still up high under water

No DIV

Credit Downgrade to come imo and is super overdue

Cashflow has shrunk, Debt has balloned from zero, shareholder funds have been trashed, Cash postion very low, Gold POG AUD yes expanding but still WAY down on last QTR, oil rising, copper and Silver credits are going to be lower, EPS growth is not likley ATM or at any time in the next six months 12 months with restructuring costs.

I think she will need Capital, big debts on the books, fully drawn according to them as per previous announcments , EPS nothing...they should have acted to get it out of the way when I mentioned it above 20, now the costs of new capital is going to be very expensive as the sector is on the nose.

Great for a trade, but Im sure prudent investors will look to sell any rallies to get out of a business trading way above its asset value on paper

NCM remains a price taker,

Those buying any business with a negative outlook, no EPS, and NO div at $12 are just going to be suckers for punishment in the long run.....


Good luck, still think you should be cautious and not fall for the usual cry of " that was capitulation" .......

Dont buy it becasue of where it has been, trade the actuals, NCM maintained guidance until resently,,,,,and as usual that has now changed, seems most know whats going on except NCM