PAN 0.00% 3.5¢ panoramic resources limited

Battey Minerals Conference Slide 6 33 cents per share, page-15

  1. 5,121 Posts.
    lightbulb Created with Sketch. 2315
    The market is currently marking-to-market (i.e. derating) the SP to match the yet-to-be (if ever) disclosed inability to achieve the already downward adjusted guidance in the near-term. As mentioned earlier by others, material quarterly production improvements would need to occur in the v.near term in order for yoy guidance come close to being achieved. Unlikely in the near-term, hence the market factoring it in now, regardless of whether it gets disclosed beforehand. It's the market doing what it does (i.e. forward-factoring reality, with or without management's assistance).

    Last edited by zebster: 14/05/23
 
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