Disagree! You cannot play the oboe and chew gum as the gum would get caught in the reed
It is an issue but dunno if huge until we see the quarterly. You cannot fall into the Apex trap of not shovelling enough through. BLK are wisely aiming for a 10 year LOM with a supply of mixed ores.
If the next quarterly shows 20,000 plus then these two last drill ann will be factored into the sp adding to a substantial re-rate. They are just compressing the spring more.
I will not argue though...the next quarterly has to come in on guidance or above.
BLK Price at posting:
27.0¢ Sentiment: Buy Disclosure: Held