Reminder that I think we are good for $1.38+. That estimate is using a lousy P/E of 7.5 to reflect the negative sentiment following the guidance misses. A P/E of 15.0+ would be much closer to peers.
I recalculated the numbers here back on 10 July and used the midpoint of guidance at $1,500 (all in cost), see screenshot table. Not AISC but a stronger P/E would offset that and given the buying activity we can say sentiment is being restored.
Now up to the company to continue being conservative on guidance and delivering:
