SLR 0.00% $1.57 silver lake resources limited

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  1. 89 Posts.
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    Newcomer to stock so be gentle. Comments below are stock specific, not commodity or macro.

    From where I stand I see no operational upside and would prefer a long gold/short AUD position as a low-risk proxy for SLR.

    Sans Murchison and the stockpile, isn't this down to 120-140Koz (granted, at lower cost) from here out? With a tiny life at Wombola?

    Won't processing costs of stockpile increase as Maxwell's runs out (save on mining costs conversely?)?

    Will mixing an oxidised ore from Wombola (<90% recovery) with BIF, stockpile and UG sulphide ores (94-95% recovery) cause processing headaches? Most of the oxide gold now won by cyanide, rather than gravity circuit?

    Is Wombola definitely going ahead after Maxwell's?

    If Randall's goes to full capacity, won't the other mill then effectively be on C&M?

    Can Randall's mill effectively process the UG ores?

    Where is the operational upside over the next 2/3/4 quarters?
 
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