I'd love to know what the new crusher and tailing dam wall lift are expected to cost in total. But without knowing that detail, but knowing that these will likely be completed in the next 6 to 9 months, and they will improve operations, and that we have 3 years with similar grade conditions - you might factor in an AISC for the following two calendar years at 1400-ish.
I don't see why installing the crusher in an intelligent way would harm production itself, as you would surely test the crusher before integrating it into the circuit, and then maybe interrupt a process for a couple of weeks absolute tops for fully connecting it all up. I don't believe a tailings lift would necessitate any shutdown, other than if there is a total balls-up. A lot of earth moving at times when conditions are dry I presume. So underlying performance could stay very strong. Management typically want to factor in some margin of safety for projects.
Keen to hear if I am missing something - these results this quarter might have more significance than the usual quarterly.
GOR Price at posting:
$1.79 Sentiment: Buy Disclosure: Held
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