AISC was 1.356 AUD for the first half year and 1.388 AUD for the...

AISC was 1.356 AUD for the first half year and 1.388 AUD for the third quarter.

Guidance was 1.230-1.300.
Prior year was 1.246 AUD, half year was 1.226, quarterly for third quarter was 1.174 and 1.358 for the last quarter. So bad last quarter in FY 2019/2020 (they gave different timing and strip ratio issues as reasons for this).

For 2020/2021 the inccreases and guidance breaches were party explained by unforeseen production problems such as a mill pinion failure @ Garden Well. This will also lead to a production figure at the low end of guidance (maybe even below that).

So all facts considered I expect a FY AISC of 1.370-1.390 AUD, 5-7% above the upper guidance figure and over 10% than prior year. Tropicana won´t have much effect on AISC for FY 2020/2021. That will change in FY 2021/2022.

All of that is or should be known (except for the exact figures for the fourth quarter). So those increases should be accounted for in the current share price and EPS-projections of analysts (in my own projections they are included).