Damn, I spent quite a bit of time on that table and the formatting went to sh$t.
Production Sales Unaccounted 1 2024 March Q 19,235 17,996 1,239 2 2023 Dec Q 18,185 18,107 78 3 2023 Sept Q 13,145 Approx 13200 50 4 2023 June Q 10,345 ...... ......
Cheers @stompers that makes sense, but as @wassa points out, why they didn't explain this (or perhaps I still don't see it in some detail I have missed)...
Agree about April production update, as the market really wants to see PNR actually make money...
Wassa - I still think PNR will outproduce OBM, albeit, it's likely to be a tight race, as OBM has only 1 U/G mine and that is not going to change for 12+ months at the earliest. For what it's worth, I think PNR is likely able to get even more out of the plant (perhaps not much more, but I think 1.2mtpa is a achievable goal considering it's basically brand new, 20% over nameplate is nothing really, with some new plants able to achieve closer to 50% higher with the right ore blend).
Scotia and Ok/Star will, at full production will eclipse OBMs Riverina.
OK/Star - 28-32k p.a (approx 45-55kt p.a)
Scotia - 450kt p.a. (65k ounces)
Only half filling the mill, with the rest being open pit, or around 600kt at 1.0-1.5-2.0 (19k - 28k - 38k ounces)
Grand total range - (after recoveries of 94%)
Low- 105,000 ounces 1 Medium- 115,000 ounces 2 High 127,000 ounces
The 600ktp.a that is processing low grade open pits... is basically a incredibly clear avenue for upsizing the amount of ounces this project can generate.... why do the mid tiers not see this?
As always, everything I post is pure speculation, to keep any and all lawyers at bay.
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