What good news if any is expected in the quarterly report?
Ideally I would like some information on the following:
- what mine development has taken place
- a revised view on cash costs, from memory was about $70 but I assume it is higher now
- date range of when the first shipment is expected to occur and a clear indication of what the risks are meeting those dates
- comfort there is no implication on the supply contracts in place as a result of delayed shipment. If so what is the impact.
- how funding will be managed. There was a lot of noise around banking facilities but that has gone quiet, how far away are they. But my money is on a SPP
May be wishful thinking though.
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