I think you maybe right, I am thinking a shocker as well .... there’s nothing to give me any confidence in the Thalanga production this qtr.
With no guidance, reading between the lines I am going with 30-50 kt tonnes production, 1/3 to 1/2 of normal production ... the loss of revenue, the additional costs, negligible contribution from Hillgrove and the royalty payment may force a small CR. Hopefully not.
RVR Price at posting:
18.5¢ Sentiment: Hold Disclosure: Held
