Finally got a chance to have a look at this.
Results look good, but not great.
AISC creeping up which isnt great and no mention on controlling this (that I can see, anyone please correct me). Looks like they're guiding to $1630 for the FY?
The margin last quarter was $1180, yet this quarter was $1293. An extra ~$100 when POG was up $300.
It'll be interesting to see how NEM.NYSE reacts to this. I was a little surprised actually to see it up 3.5%.
This is trading on a PE of about ~10/11 so still quite cheap all things considered.
(20min delay)