Ann: Full year financial results, page-55

The ludicrous stance of the FED in declaring all inflation is equal ( demand driven vs supply shortage ) and the mantra that inflation must drop to 2% continues. Note the A$ plunged 2c over night and hence the A$POG went up, while the IOUSA$ POG falls. The impact on inflation in Aussie will continue in part due to the fact, that oil products (which are all imported because Australia has no oil refineries any more) are denominated in IOUSA$, and the impact on imported goods, especially those affected by constrained supply issues.

All except WA gas, and seeing that RED's KOTH plant is 90% gas ( fixed for 5yrs at low pre-COVID / Ukraine war prices ) and the 10% solar wont be affected ( or will it with all this rain and cloud ) .... the KOTH plant main processing cost is controlled, emphasising the good economics of KOTH.
But this wont protect the SP in the short term - the GDX closed up 0.98% while the GDXJ was down 4.78%, so expect companies like SLR and RMS SP to be hit. One wonders how long before RMS is dropped from the GDXJ and other gold indices.
Meanwhile CMM defies gravity and sane analysis, and recently was elevated to the S&P ASX200 ... RED will be producing double CMM within 12 months .... and hence should rerate positively, while CMM had better not come out with any negative news.
This is a shocking environment for the Beaver Creek and Denver Gold conferences, so RED's great story may not get traction immediately, but if there are still gold investors on the sidelines, RED's compelling value as a long life tier 1 asset will eventually be bought.