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clock Created with Sketch. 05/08/21
14:02
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Originally posted by loki01
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Net debt drops to USD130m in 12 months once they get all the funds from the sale of Bibiani - that does not look too bad. It will also save some $5-7m in C&M costs per year.
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Looking at the LOMPs dated 7th April, CY22 looks fairly good (No overly optimistic JW fingerprints on it). Roaster maintenance being done, power outages hopefully out of the way and half 2 targeting 164 koz. There must be some good grades coming for their CY 22 LOMP of 408 koz at about 1160 ish AISC, with Syama underground of 190koz. Looking at much higher "AISC earnings" next calendar year, up 40% acc to plan. I think that will cover a lot of Tabakaroni UG capex. Would be nice if the new CEO is conservative and aims to beat Guidance.
(20min delay)