they were previously processing ore through Aldama as well as Plomosa.
I guess it's safe to assume if they were still doing so it would have been mentioned in the presentation so all ore must be their own Plomosa plant only.
The low recovery rates would have been a big factor in the high per lb costs last quarter. With better recovery this should help on that front - but diesel price has also risen and without the Aldama plant their overall output will likely be slightly lower.
Given they have large fixed costs lower production also increased the per lb rate. So there's positives and negatives for current quarter and who knows where the numbers will end up.
If they can maintain 3k per month processing with the current 70%+ recovery rate for 15% SOX ore then cost should come down vs prev and current quarter. (diesel price being a wild card). Doing that in a high Zinc price environment should see them generate significant positive cashflow next quarter.
eg 9000 x .15 x .7 x 2204 x (1.55-1.2)/.75 (audusd) = ~ $1M Per quarter. (all hypothetical and based on assumptions)
If production increases to 4500 per month then per lb costs go down so there's a boost in earning over and above the production increase. likewise if grades improve or the ore type is more sulphides. also if they get Pb recovery up they get more lead credits also improving cost.
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