Folks - the quarterly will be poor. Someone made an observation...

Folks - the quarterly will be poor. Someone made an observation a few weeks back that was ignored. It said cash last quarter 12 m , hedge payment in April of 8 , plus hedges closed out at end of June 16 m so cash should have been at least 36 m but in reality 40-45 m , yet cash was only 30m on hedge close out ann
so in my book, you can tick off a bad quarterly - question is do you believe next 6 months will compensate and do you believe they can pull off 775 AISC with 1.5 g average ?

The above is my interpretation but I have exited to wait for quarterly - happy to buy back in higher if it's good quarterly