I won't be surprised to see them hit 200,000oz anyway as you suggest might happen, and I agree, I think he is being cautious on guidance especially after missing (not by much though) guidance for 2012. Like I said, I don't see any reason to change my long term view on value. I also liked what I saw re the three conceptual pits and u/g for Kundip. I see strong potential there and can understand why they bought it. I doubt it will be long before I am back in. Just want to adjust my spreadsheets first.
SLR Price at posting:
$2.70 Sentiment: LT Buy Disclosure: Not Held