I think the market will be nervous until there is a new guidance given for CY24, and a full explanation. The midpoint for their previous target for CY24 and 25 was 350 koz with no cost guidance. Costs might be guided at, say, AISC 1900 to allow a margin of safety, if the worker shortage is not just expected to impact two quarters. GS had 343 koz at AISC 1672 after the Sep qly.
If manpower stays a problem - then costs will be higher than previously expected. I calced AISC for the Dec q at about 1950, assuming 1655 for the full year.
Ann: December 2023 Quarter Production Update, page-26
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