It will depend if Management give us some forward looking news/confirmations such as:
1) Confirmation that fresh ore is being fed to both plants during July.
2) Plans to feed the high grade ore from A Pit West during Jul/Aug to both plants.
3) Statement about how many ounces were produced in plant#1 during its six to seven week commissioning phases.
4) Current throughput rates for plant#1.
I am happy not to be given the following info until they have completed their TAFTA negotiations with the Thai Govt over the next two months:
1) FY25 full year guidance both for production ounces and AISC.
2) Current/last weeks production numbers(that could be extrapolated to arrive at FY25 numbers).
And we need to know exactly what's happening with NE and an accurate timeline that doesn't include the words 'shortly', 'imminently'.
Ann: Corporate Update, page-26
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