Love your optimism. Last quarter they hit 108koz. They have not...

Love your optimism. Last quarter they hit 108koz. They have not come out with a production downgrade which is a good sign. To hit the minimum of 420Koz from the half yearly they need to do at least 110kozs that would leave 140 or so to do in the last quarter. I think if the production was lower than this they would have come out with an update as it would not be feasible to hit 420 needing to produce 150+ in the last quarter. Therefore I am expecting production to be between 110-120koz due to the lack of an update. Rio's production numbers today were a bit worrying about 15% down from the Dec quarter, although their production wasn't hit in Dec and ours was so who knows. With the 10% increase or so in the POG should mean a nice boost to revenue. Main thing I will be looking for is a cash build. Sick of leaking cash. Want to see a build of at least 20 mil or so. Last time gold was this high we made 200 mil or so in 2 quarters, however back then our AISCs were around 1000. A build of 20 to 50 mil is reasonable considering the inflated costs. Anything less and I will be looking elsewhere.