Yes i put it down to that too, the JCell commissioning.
Will be interesting to see if the TC/RC and handling costs are lower than last Q (>$8m) which may make up for the lower Cu tonnes.
Not sure why Cracow production was lower but expect a higher AIC for the tailings dam build. Goldan Plateau has gone quiet but at least there's min 1 year production there.
Jaguar's performance is an indication of its potential when they get it right. I'm hoping they've learned lessons for when it eventually restarts. Still need Zinc >$3500/ton ($3k break-even) to make it viable.
Stockman's FS delay is prob due to waiting for improved commodity pricing which makes sense to me while they 'fine-tune' costs.
JMHO, DYOR.
Holding......a glimmer of hope.
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