I listened in. The mood was what you would expect.
I think the news out of Peak is the biggest disappointment. Many of us were expecting a step change at Peak in terms of production output and more importantly reduced AISC. This is clearly not the case when Kairos will only be 20 per cent of the feed.
expect this to be downgraded by analysts and probably hover in the 35-45 cent range.
I do wonder what the board think about the new managements performance.
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