Great summary. Might be a bit misleading on some, as I assume you have judged how they are comparing to guidance by dividing annual guidance in to 4 equal quarters? For example I follow waf and it has been well detailed that the 2nd half production will account for a high proportion of the annual production (and in turn lower aisc). Difficult to account for all the intricacies though unless you are across all the companies in detail.
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- Mar-21 Quarterly Summary
Mar-21 Quarterly Summary, page-2
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