WGX westgold resources limited.

My timing was out by a qtr ( based on WGX timeframes, 18 months...

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    My timing was out by a qtr ( based on WGX timeframes, 18 months development starting Q2 FY24 ) but my thesis of higher costs was correct.

    You may have missed the largest capital outflow in Q1 FY26 which means the critical development path is actually 21 months. ( before capital intensity drops off.) Never forget the salesmanship.

    I maintain they will spend more, we will know by FY26, I won’t forget to look.

    https://hotcopper.com.au/data/attachments/5496/5496024-615fd8685ab4be71da05c51589abd7c9.jpg

    Last edited by wassa: 09/08/23
 
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