so 19K instead of the 20K estimated. Clearly they knew it likely wasn't going to exceed 20K, but went for as high an estimate as possible that wouldn't spook.
On the plus side I see ASIC is now estmated to be circa 10% of guidance, down from 20% of guidance. Recovery rate is 85.6, slighlty better than the 85.4% in the prior quarter.
Cash on hand is (US$131.6M. Notionally that appears a big drop compared to the US$151M in the prior quarter. But this is the quarter when they pay the cambodian corporate tax, which was US$33.3M. Also the US$ has strengthen a little against the AUD$.
I know it is only 10 days into the new quarter, but it would have been nice to see some commentary that earthwork was completed and also that early signs were that grades were back to guidance.
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