The delays in getting the Tritton satellites going, and Jaguar...

The delays in getting the Tritton satellites going, and Jaguar capitulating have made this look quite dicey.

Punching in the FY2024 guidance numbers is rather disconcerting, yet i am no expert. According to the FY2024 Guidance given and assuming a copper price of $4.00 USD per pound, gold price of $1900 USD, zinc price of $1.1 USD per pound and silver price of $22 USD per ounce, the rough numbers i get are:

- Revenue: $480 million AUD to $601 million AUD

Whilst:

- Operating Costs (Group): $381 million AUD to $459 million AUD
- Capital Group (Group): $124 million AUD to $150 million AUD
- All in Costs (Group): $505 million AUD to $609 million AUD.

Obviously the commodity prices can go up and down, but things don't seem to be looking 'great', and can the guidance figures stated even be trusted?

Also, there have been so many delays regarding Tritton thus far, hopefully they can get it cracking to stem the bleeding, and hopefully they can find some consistency at Cracow.

Additionally, when you look at the Capital Costs for Cracow, Tritton and Mt Colin combined last year from the June 2023 Quarterly (I played with the numbers and brought the total down a bit) there was a total Capital Cost of roughly $75 million, which is $49 million shy of the FY2024 Forecast. Looks like the cheque book is really gonna get flopped out. I should of just minused the Jaguar Costs from the FY23A costs below but i might do that at a later time.

Excerpts from Q4 Results and Company Update Presentation July 2023 (Weird how they didn't tally the costs ):

DYOR, GLTAH, and Happy Trails.