Fangk
I can not say that I am an expert on OGC. I take some interest in it occasionally, and then stop following it for many months. I am not sure what exactly I previously wrote about OGC's capital requirements, other than they are always spending a lot and consequently the dividends are skimpy.
OGC will be needing some more capex for its new underground mine at Waihi (they are running out of ore this quarter I think, and hope to be back in production in the first half of 2021). The capex for this would have been mentioned in a presentation somewhere. There are aspirations to expand this mine to over 200k ounces pa, so more capex will be needed in the future., but there is nothing firm about this expansion.
Macraes mine may only have another 4 years left, and there have been some plans floated to move the plant to another gold reserve they have some distance away - I am not aware of the costs.
Towards the start of each year OGC releases its forecasts for that year, including capex and exploration costs, AISC, mine production levels see
https://www.asx.com.au/asxpdf/20190204/pdf/442c9gvj8jfs7w.pdf
I have no idea if or when I will get to comment on RSG's latest quarterly report, but since you were also interested in my views there I just want to say that I expect them to disappoint again on Syama sulphides in the current quarter - note that the ore mined in Q4 was lower than in Q3, and that the mined grade of under 2.4g/t was below the average for the ore reserve. RSG is a hopium/momentum play - one needs to get the timing right and get off the bus to make a profit - I am giving that anther go.
Good Luck.
loki
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