Hi Caromb, it's a headache trying to sift through the data but ultimately, it's worth it when it helps make a quid. Some companies are better than others with their guidance reporting. If they don't report exploration and growth capex budget (most do) then I do my best to estimate capex based on upcoming projects and previous budgets. I have heaps of spreadsheets, graphs etc.
It's a work in progress but I'm really starting to see some definable patterns emerging. Quarterly time is fun!
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