Hi Gain7,
Only had a chance for a quick listen today and was more interested in the Q&A. Dan was asked about the AISC by a private investor. Would refer all to listen to that response and why it is high.
The hedging of 55koz seems small and short-term but required by the lenders.
I haven't been posting much as there is nothing much more to add to my previous posts in Oct/Nov. I didn't expect any significant share price rise until mid year. Kairos doesn't really get into the high grade gold before then. I hope I am wrong.
I did note Dan said marketing activities would begin late in the March Qtr which is WELL overdue. I think Peakabooau had organised the Brisbane Mining Club to invite Dan to speak. Maybe by the March Qtr they anticipate a lot of good news and have something to spruik?
Watching to see how the market digests this news and the brokers/fund managers that were listening in on the call. They will determine if this falls under 40c.
All the best.
KKR
Hi Gain7, Only had a chance for a quick listen today and was...
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16.5¢ |
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Mkt cap ! $279.1M | |||
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