December quarter WAF was still qualified as a "better" cost goldie. Its this forecast AISC that looks unimpressive. However, I don't have similar forecast cost information of other goldies yet. Not sure will they be increased to the extent of 15% likewise?
Learnt along the way AISC would never be close to the figures of PFS/DFS, not a single exception. In WAF's case, this is also further distorted by plan of mine change of postponing Toega project, instead of focusing on Kiaka project. Had Richard Toega developed and been brought online this year, the output profile would certainly be very different, with much lower AISC (considering extra 30% production from Sanbrado). But we will miss the even bigger upgrade from Kiaka. This is a trade-off for the bigger good.
Looking forward to the low 80c shorters get slaughtered soon.
Ann: 2024 Production Guidance, page-17
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