Afternoon all. I've summarised below the gold producers summary for MAr-21 quarter. My objective is to spark some constructive discussion re. the relative performance and merits. Note that KLA has been excluded at the moment (no data published as yet). I have other data available (e.g. at individual mine level) - please shout with any queries. Also - please call out any errors in the data. Charts include:
- Production (incl. production v. guidance)
- AISC (incl. AISC v. guidance)
- Production and AISC
- Production and margin
- Cash and net cash
- Hedging position
1. Production (incl. v. guidance)
- RMS, GCY, MML, ALK and BLK all posted production figures that put them above their guidance range (for YTD)
- RRL, RSG, OGC, SBM, WGX, WAF. DCN and TRY all posted production figures that put them below their guidance range (for YTD)
- ALK lifted their production guidance by 6%; RMS by 3%
- SBM dropped their production guidance by 4%; WMX (BLK) by 12%
- The % figures compare production YTD v. the midpoint of each organisation's guidance range
2. AISC (incl. AISC v. guidance)
- I can't find any guidance for NCM, but they had a phenomenally low AISC
- RSG, WGX, AMI, MML, ALK, AIS and WMX (BLK) all posted AISC that put them below their guidance range (YTD)
- NST, RRL, SBM, WAF, GOR and TRY all posted AISC that put them above their guidance range (YTD)
- EVN reduced their AISC guidance by 5%; ALK by 3%
- RMS raised their AISC guidance by 2%; SBM by 3% and WMX (BLK) by 3%
- Again, the % figures represent AISC YTD v. each organisation's guidance range (mid-point)
- Forums
- Commodities
- GOLD
- Mar-21 Quarterly Summary
Mar-21 Quarterly Summary
-
- There are more pages in this discussion • 19 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add GOLD (COMEX) to my watchlist
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online