Agreed. Webinars allow scope for more context to be applied.
As I alluded to in a prior message, what I am *hoping* to hear/see is:
1. We've now fixed the blasting and extraction issues courtesy of post COVID resource stabilisation and the guidance/controls in place as a result of the consultancy support 2. We're now pushing only grade controlled ore, with minimal overburden through the plant as a result of 1. 3. Throughput and output is aligned to (or closely aligned to) the predicted/DFS levels and plant nameplate 4. Water issues are only restricting PEAK production, which is a percentage above nameplate 5. Details of the plans/timeline to resolve water and allow us to hit PEAK production - if it's not yet resolved
We know that there is upside potential in the plant, so if we're not able to perform at peak, yet, I do not necessarily see that as bad news... but I do hope that we are at least approaching nameplate/DFS target numbers, as that will be real progress.
I would not be mortified if we've fallen short of the above position IF there is credible rationale behind and plans to remediate.
CAI Price at posting:
35.0¢ Sentiment: Buy Disclosure: Held