ASIC was $1,323 making an average 6 month ASIC of about $1,250. But full year guidance is from $1,550 to $1,800 - ie average ASIC in next 6 months has to be around $1,850 to $2,340 to achieve the ASIC full year guidance.
They are either going to have a real shocker for the next 6 months ASIC (and production and grade) or their guidance is way too conservative.
Ann: Quarterly Activities Report, page-3
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