Mar-21 Quarterly Summary, page-15

  1. 231 Posts.
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    @speculator101 - thank you so much for sharing. I'm not sure I followed the calculations in the WGX example, but I absolutely understand the importance, and (to@Fredbear2 and @bluethunder's point, how easy it is to manipulate AISC / overly depend on AISC).

    I had hoped that the inclusion of a cash / net cash view would help mitigate this. i.e. while the quarterlies are not presenting audited figures, these are more widely recognised / consistent measures. As a reminder, this is what I shared for Mar-21 quarter:
    \https://hotcopper.com.au/data/attachments/3146/3146393-885789c8a97a8034de8fbd6bcb375ee6.jpg

    However, this is just a static position - i.e. doesn't consider the change month-on-month, or the longer term trend. Worried that adding another dimension to the cash chart will confuse matters. Perhaps a simple "net cash added this quarter" separate chart would work best.

    https://hotcopper.com.au/data/attachments/3146/3146401-3df0ee2d89881b7cb881b63a47252381.jpg

    Note - I haven't really tested this to make sure it is accurate, but initial thoughts?

 
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