I agree with you and
@ANTON707 that the two highlighted issues can help substantially in moving the SP in the short term. However the other shorter term and bigger issue is meeting or exceeding the Sept production target and on this front, I am quite confident that LJ had put that to rest as per his statement on 17th Sept(by then he would have known the production volume of 2.5mths). Additionally a further reduction of 23,101oz hedged gold (will stand at 61,488oz in total after Sept Qtr) implies a loosening of DCN shackled SP i.e. being a major concern as expressed by some investors.
In a recession, it is expected that bankers are extra vigilant about lending money to companies and the criteria to qualify will be a lot more stringent. Hence if DCN can get the loan facility, it will be another a very very BIG tick for DCN: implies that bankers believe in the DCN turnaround story after going through the figures (which is very believable).
After writing the above, I am now even more convinced that it is a very good time to swap my other shares to DCN shares!!!
DYOR.
