It's almost as if you expected a miracle with production and aisc (as you are surpised) when we were told exactly what the qtr was going to be....and it was what they said. Why be surprised?
I do agree with you re cobalt study. It should have been mentioned given they went on about it before.
Mate, let's face it, you, I or nobody else has any idea about the VAT refund except the DRC. However I believe management would have been in discussions about this....hence the change in sentiment. It could well pan out as a dead end...I don't disagree with you on that.
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