Couldn't sum it up better myself.
I think this makes our SP more sensitive to the current gold price gyrations.
A $100 gold price move is amplified for those that have tighter margins.
$2,500 AISC is a tight margin when your selling 33% of your Poduction at $2,800
Midpoint production 75,000k ounce.
Midpoint AISC $2,500
Hedgebook forward sales revenue FY25 = $71,658,300
Balance of production revenue FY25 = 49,400 * $3,500 = $172,900,000
Average Sale price = $3,260
Average Margin per ounce = $760
Total FY25 revenue = $244,558,300
Total AISC midpoint $2,500 = $187,500,000
OPCF = +$57,058,300
Sensitivity to gold price $100 move adds $7,500,000
Pleasantly surprised by the mild cost inflation.
Was expecting much worse for the Hwy diversion and Kyalite Rd overpass.
Couldn't sum it up better myself.I think this makes our SP more...
-
- There are more pages in this discussion • 14 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ALK (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
48.5¢ |
Change
-0.010(2.02%) |
Mkt cap ! $293.4M | |||
| Open | High | Low | Value | Volume |
| 49.0¢ | 50.0¢ | 48.0¢ | $356.6K | 734.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 13196 | 48.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 49.5¢ | 7642 | 1 |
View Market Depth
| Last trade - 16.10pm 13/11/2024 (20 minute delay) ? |
| ALK (ASX) Chart |