From AKE quarterly but relevant to CXO given we are so close to production. Q1 2023 pricing will be more telling, but nice to see realised prices continuing to increase as many of the experts predicted. Looking forward to reading PLS quarterly on Friday.
I also find the comment below telling, highlighting challenges to production and bringing on of supply.
"Production was limited by ore availability and grade related to patchy mineralisation intersected at the top margin of the main ore lens. Mining is now progressing beyond this zone and the ore grade is forecast to increase in the March and June quarters which will be a key driver of higher production for the second half of the year."
From AKE quarterly but relevant to CXO given we are so close to...
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