RRL regis resources limited

I don't know much about gold stocks or the nuances with...

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    I don't know much about gold stocks or the nuances with calculating AISC, but I do believe I notice a disconnect between the discussion on here and analyst commentary regarding the latest update, namely that the increase AISC is of a non-cash nature.

    Taken from Goldman Sach's research:

    https://hotcopper.com.au/data/attachments/5488/5488643-4f056b8904f0444303dcd8ae5c6d8328.jpg

    If it is of a non-cash nature, well who cares?

    I note this is only a component of the downgrade and not everything, so there does appear to be some genuine value loss.




    Last edited by convexity: 07/08/23
 
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