@PDT - I like your optomism, but PNR are guiding for 23k in the June Q (+ or - 10%)
The June Q seems likely to be at that 25k run rate (all things going to plan).
Cheers for the post on the other thread
@wassa - looks like Redpath are smashing it.
Cannot help but again wish for a little more clarity on what PNR plan to get from the now re-access Northern Portal of Scotia... Most likely... no ore until the June Q, but... surely that bodes well if they believe they can get 100kt from Scotia South....
I am starting to get a little excited/hopeful about the drilling upside at PNR (the inertia starts to build up slowly, though having more and more rigs arriving helps too!) Really hoping they have success at O2, as it would likely enable them to expand output at Ok/Star.... much easier and cost effective to make current operations bigger.
We should be getting closer to results from Scotia too.
Green shoots of exploration and results are shooting up everywhere.
Dot point of the day, at least from the presentations I have looked through.
Yet... PNR still sit with an E/V barely over $700m.
Good luck to all holders.
(20min delay)