Whilst the cash on hand is great, I'm not sure that this report has any new good news. hmm I hate to dampen the parade but my impression of the report is:
- Realised price for the quarter was below 'guidance' (Ken's comments during an interview mentioned price to be somewhere above US $4,500 6%, but we made $4,267)
- Increased volumes is also a result of lower concentrate of product
- No comment or guidance for pricing this quarter
Remember whilst all this news is amazing, what's equally important is whether the information was already baked into the stock price, and what the market was expecting.
I think the report ok.
Ann: June 2022 Quarterly Activities Report, page-22
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