Boppy Quarter Cash costs To date ending Sept 30: 1591. Quarter...

Boppy Quarter Cash costs
To date ending Sept 30: 1591.
Quarter ending Sept 30: $1378.

With the upgraded road trains and the small ball mill operational from October, and processing preliminary ore, I think Boppy's costs will continue to fall. I think $1200 might be a reasonable target for Dec quarter.

BOK shares are looking more and more like a call option on the price of PM. That explains the price fall from 40c to 24c in the past few months. Without taking into account hedges, the current production costs look about break-even. They haven't spent money to extend Boppy yet so there's no concrete AISC number.

When SBM was waist deep in debt, and was around cash-flow neutral, it's price was 11c. As the gold price appreciated, it's now $1.30+.