Yes nothing re Telfer/tunsten - but I think I heard information re a possible reserve upgrade at Telfer.
Also I believe the average silver price for the last quarter was about $26 - Silver now $43 and change.
If production in a particular quarter is below expectations because of weather or a political event in the scheme of things it matters nought. Perhaps some investors get worked up over it but its not like those ounces are lost - they remain in ground and in most cases can be extracted at higher prices at a later date.
Page 7 of this presentation is telling - reserve value as a multiple of enterprise value - NCM has some of the best reserves on the planet
