OK, @ 7:11 I see what you are saying, "$20M for half year from Ops ". I was going to say that other costs will come on top of that as Elzephyrus mentioned, but then I saw this table which says Corporate costs are included in AISC. So the next question is what reporting std for AISC does Calidus use? More unknowns......
(Src: All-In Sustaining Cost Analysis: Pros and Cons
Author: Asseu Gilbert Yapo University of Montana )
What you are saying might turn out ok, if AISC includes all the costs. But the Marble Bar airport upgrade would be a non sustaining cost, as is the drilling at Blue Spec?
In either case Id be happy just for Calidus to keep its head above water in 2023 and pay off some debt.
I just skimmed SBM's half yearly and all three of their mines are averaging $2500+ ASIC. They are not even breaking even.
I think Dave will do everything he can to avoid a CR because his rep and his 20M shares will get smashed again if he does one.
I think you will understand me when I say "Calidus , theres been Good Times Bad Times, and You Shook Me a few times, and I wonder How Many More Times you'll shake me , theres been a Communication Breakdown, but I do understand you are mining a Black Mountain Side, and I know Your Time Is Gonna Come and thats why I Can’t Quit You Baby.".
Edit: didnt see your post above this one until I posted.