Ann: Integration Update , page-5

Lets go with the unlikely scenario that the IGR gold sales reported today is permanent.
17,372oz anualised is 68,000oz instead of 100,000 guidance.
Chances are that will be more than made up from other sources, but if not;

plugging 68,000oz into my spreadsheet instead of 100,000 for IGR's mines, changes my 2014 forward PE from 6.1 to 6.7.

Still a bargain and very unlikely scenario in any case.
If this is part of the reason for the fall from 3.40, then its a Buy opportunity.