Sorry guys have been away and not checking the threads.
A couple things though. As Mickem pointed out SJ said they had a bit to go on duckhead so I was guessing a 2/3 and 1/3 split between this quarter and next.
Spec SJ said they might still make overall guidance but it would be tight. Given our first 1/3rd of production was high AISC (average of over $1,000). That means AISC in q3 and q4 have to be at least $100-$150 under the upper end of guidance for it to drop in that range.
So when I made my guess a few weeks ago, (can't do the calcs as easily on my phone) I came up with something like 48,020 ounces at $700.
So not as high as some are hoping but would leave us needing only a 40k q4 to bring home guidance which is basically just replicating last year.
BDR Price at posting:
43.0¢ Sentiment: Hold Disclosure: Not Held