There does seem to be a little surprise embedded in this Preso, and will be interesting to see how it plays out when quarterly released in a couple of weeks.
This QTR production was declared, way down at 4k tonnes, so the AISC is almost certainly going to have a 5 in front of it.
Against this the reaffirmation of guidance and YTD numbers, saying they are extremely confident they will get over 5kT this quarter and up to 6 based on guidance... So a midpoint of 5.5, and fits with the acceleration flagged to >20tPA
The per month data on page 5 seemingly shows the real story of the pivot on deeps mining sequence and %s, as they changed....
That and the overall tone of the report shows they really believe they have passed the 'tipping point', but it will be interesting to see any sticker shock when Q3 is printed...
There does seem to be a little surprise embedded in this Preso,...
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