2015:
Last quarter:
June:
Is recoveries the problem? Is that holding back the better grades? I'm seeing 80% lately, which sounds fairly normal.
They mentioned mid 90%'s for a short time, which sounds great vs historical? But I think 80% is what is expected.
I see mention of 4.7x strip ratio. High.
0.6x strip ratio previously...a huge change.
That could also explain a delay to reach ore, but they haven't explained that clearly.
Also this says LOM 5.4Mtpa ore mined, which seems low vs what the plants can accommodate. I'll take that as conservative, but with that strip ratio, maybe a lot of vehicles are necessary.
I think that LOM presentation from March 2023 is already out of date eg. after the CAT deal.
General discussion, page-5249
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