Couldn't sum it up better myself. I think this makes our SP more sensitive to the current gold price gyrations. A $100 gold price move is amplified for those that have tighter margins. $2,500 AISC is a tight margin when your selling 33% of your Poduction at $2,800 Midpoint production 75,000k ounce. Midpoint AISC $2,500 Hedgebook forward sales revenue FY25 = $71,658,300 Balance of production revenue FY25 = 49,400 * $3,500 = $172,900,000 Average Sale price = $3,260 Average Margin per ounce = $760 Total FY25 revenue = $244,558,300 Total AISC midpoint $2,500 = $187,500,000 OPCF = +$57,058,300
Sensitivity to gold price $100 move adds $7,500,000
Pleasantly surprised by the mild cost inflation. Was expecting much worse for the Hwy diversion and Kyalite Rd overpass.
ALK Price at posting:
52.5¢ Sentiment: Buy Disclosure: Held
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