re: Ann: June Quarterly Activity Report and A... Rameez, I'm think what you've said yourself and also others. The should be nil disclosure to any level of investor. The Chinese will want to see a level of trust and that their identity can be kept confidential or will simply walk away.
The headline project # are extremly impressive so what are we missing?
I noted one are of concern being the material change in recover rate from +71% to 57% in table 1 (page 3). Does anyone here have some technical understanding of why "Revised May 2013" figures produced this result and still allowed C1 cash costs to come down?
Good quarterly otherwise and I particularly like the appendix that compared REO mix of peers (page 10)
Ann: June Quarterly Activity Report and Appendix , page-27
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