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1,745 Posts.
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21/06/22
14:08
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I like they info you've presented @Poet.
It'll be interesting to see where WMC goes from here. As far as I can see...
- SP recently dipped to $0.27 (i.e. a 32.5% discount to the recent CR price of $0.40)
- Costs associated with commodities are going up (which probably also includes WMC production costs).
- The sales discount (penalty) applicable to gold concentrates will likely go up (due to increasing downstream processing costs)
- a bit of 'food for thought' from one of @CahedUpBogans posts (from a couple of years ago)....https://hotcopper.com.au/threads/ann-awaking-a-sleeping-giant-as-high-grade-results-continue.5600192/?post_id=47015346
- The market for concentrates is different to the market for gold dore (as per comments in the CR Prospectus pg.54)...
- And there's a few question marks hanging over customers & off-take risks...
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