CCU 0.00% 5.8¢ cobar consolidated resources limited

nice spike in silver, page-8

  1. 297 Posts.
    lightbulb Created with Sketch. 19
    jdiesel, you are right in the prior to last year, they have released the quarterly in January at the end of the month. So since it did not come out this week, i'm also presuming that the quarterly will only be released at the end of the month.

    A few things i'm concerned about:

    1. Did it actually hit the nameplate 200,000 oz in December? (It was on target to by mid-month... )

    2. We know the target unit cost is $19 once nameplate has been achieved. But how close are we to achieving that?

    3. Silver price / AUD had been rising these couple of days but CCU price had dropped instead. More Ian Lawrence liquidation or a harbinger of underperformance?
 
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