CAI 0.00% 11.5¢ calidus resources limited

Ann: Quarterly Activities Report and Quarterly Cashflow Report, page-141

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  1. 6,743 Posts.
    lightbulb Created with Sketch. 2542
    The change in the company's guidance on AISC is really just jaw dropping.

    From the investor presentation on 31 October 2022 (page 21) it was still quoted as $1290/oz ...

    https://hotcopper.com.au/data/attachments/5008/5008187-ec418175603b41304fd0121297343b3a.jpg

    3 months later, the AISC guidance has jumped to ~$1900/oz (up ~50%)

    https://hotcopper.com.au/data/attachments/5008/5008193-a360c06c67b27883ce6dff3cd3777365.jpg

    That is a very considerable change, potentially making a huge impact on profitability.

    All IMHO, DYOR

 
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