I just had a re-read of my breakdown of the last quarterly, and I stand by pretty much everything I predict (although there was a small issue with one calculation).
https://hotcopper.com.au/threads/ann-quarterly-activities-report.6374018/page-77?post_id=57324073
There is a lot of detail that breaks down how and why the performance of the last quarterly was as bad as it was, and why this quarterly should be a bumper one.
Significant increase in POG partially offset by the large increase in the cost of fuel.
In short:
I am going to go out on a limb here and say I am expecting the following in the next quarter:
- Quarterly gold production of around 130,000oz (holding firm on this one)
- AISC of around $1,250/oz (expecting closer to $1400 due to fuel costs)
- Average price around $2600 (so about $1200/oz profit)
Less 25k oz for hedges = $120m for the quarter.
Chart request - RRL, page-285
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