Cheers JSS you are a legend. Your spreadsheets have motivated me...

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bluethunder

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03/05/21

10:16

Post #: 52888337
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Originally posted by JSS-2107: ↑

Thanks @speculator101. It doesn't take too long to extract the data - basically 10 mins or so per quarterly, and then load into PowerBI, and from there it is a simple copy of the graphs. As you say though - if the data isn't in each quarterly consistently, then it is much trickier / impossible.

I've only ever focused on AISC (in terms of costs). I'd like to better understand your point re. non-sustaining capex. I will use a few examples - note, only showing Mar-21 data (I know you flag that a longer period would make sense, but want to make sure I am on the right track first).

Looking at the following - WGX, GOR, WAF, RMS and SLR:

Couple of notes first:
RMS use a mixture of oz produced and oz sold to derive unit costs.
SLR's AISC would have been A$1,939 had they not considered the +ve effect of inventory movements. This seems to have been the case for both Dec-20 and Mar-21 quarters (see below).

I am pretty sure I have duplicated some categories in the table above (e.g. "mine exploration (sustaining)" is probably covered in other categories by other producers).

Only WAF appear to explicitly state the AIC (unless I have missed others). Most state C1 and C2 costs (where they haven't, I have calculated in the table above).

So, how would we use the data above to surface the issues you've described?

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Cheers JSS you are a legend. Your spreadsheets have motivated me to setup the same for the shares I own. I have been old school and normally print out the quarterlys and go through with a highlighter and pen. I keep at least the last 4 quarterlys to track whats happening. The AISC of $1,939 for SLR is what has stopped me adding it to my portfolio.
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Cheers JSS you are a legend. Your spreadsheets have motivated me...

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