Not just the amount of gold in the circuit, but also the quality, Au%. With all the miners holding their goldstocks back waiting for better price, it will give plant operators like minera more scope to choose higher grade 3rd party ore to treat on their gold circuit, (goldmining companies reliant on low grade gold salefunds probably won't survive) This in turn down the track will increase output and decrease costs on the gold circuit, so in all the current gold dip isn't neccesarily a bad thing just yet for minera as they still receive a substantial amount of cash flow through copper toll treatments to ramp up and upgrade facilities etc for increased production efficiency, with the option of the copper oxide circuit operation to provide extra income to come online.
Plant is what separates Minera from the other gold companies out there.
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