Goldman Sachs' March 2024 quarter preview versus GS forecast and consensus (see table below).
Glass half-empty: production will fall short, again.
Glass half-full: any short fall in production will be sold into a higher metal price environment going forward.
Source: Extract from page 5 of Goldman Sachs research report dated 5 April 2024 on ComSec website (look under Recommendations/Goldman Sachs on the EVN stock code).
Cheers
These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.
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