I think there are multiple reasons to be concerned here
even if q4 was an anomaly.
- fy23 guidance. I think they will struggle to get to 100k ounces for next year and will be at a much higher AISC
- funding federation and GC. Where is the money going to come from? I calculated 20000 ounces at 2700 AISC for last quarter, so am expecting cash balance to go down at least 20 M once all costs are factored in. Cap raising is now becoming a risk imo.
I am expecting some of the development of growth assets to be deferred as a result.
Ann: FY22 Production Update and Investor Call Details - 28 Jul 22, page-19
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Mkt cap ! $330.0M | |||
| Open | High | Low | Value | Volume |
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