What I think would count the most is how much ore they have mine
this Jun quarter. If we ship 10 kt this month and 10 kt in Jun they will
have amass a big stockpile of ore for Sep Quarter to guarantee 3 shipments.
Then they will give the guidance for Sep quarter on the Jun announcement
that 3 shipments and full 90% mill production for the sep quarter is on course.
Then sp sky rocket. The catalyst is how much ore they can mine and at what grade.
Not the current PoN as this varies on the course of the mine life.JMHO.
What I think would count the most is how much ore they have mine...
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