Gareth, You can fairly easily work out a historical AISC for Long if you can access the old annual reports. Long was part of the segment reporting in notes. Very transparent if you access those.
I will caution that they were relying on the Moran ore body post GFC and that was particularly good, grades etc so I’d be careful to assume MCR can replicate at Long/Durkin. Cassini looks to me like it might be coming up with similar qualities (I am no geologist).
EL
MCR Price at posting:
64.5¢ Sentiment: Buy Disclosure: Held
