So if Q1 report comes in at :-
prod = 18800 up 10% (state figures of 19500)
AISC = 1150 down 5% (last time 1208 but slashed from 1539 prior down 20%)
ARSP = 1280 (from 1255/1221), up 2%, note market price were in Q1 1250-1350 average 1300 spot price
margin = +US$130poz
sales revenue = $24MpQ
NFCF = +US$2.5M (up from US$814k Q4) up 300%
then this would shock the market into a rerate.
Undervalued to other Goldies, page-2
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