I was also frustrated that there was no AISC. I think the reason for this is that the AISC would be distorted by the debt repayment schedule.
Therefore I believe it's reasonable to infer that C1 may be an accurate figure. Beginning with Q3$ there should be between $31MM to $34MM in more profit/Q. Perhaps this forms the deep end of the pool from which divvies flow?
As for shorts my dull Occam's Razor suggests:
1. Shorts see an easy profit by making BDR their bee-yatch, Most plausible.
2. Accumulation and sp capping for a t/o, friendly or hostile, Most fanciful/speculative.
Catalysts for a short-squeeze?
1. Outside markets in tandem with an explosive Au$. I'm Clueless though on Au$'s moves outside of seasonality.
2. BDR: a) Glory Hole motherlode drilled; b) t/o.
Otherwise shorts control until a better risk/reward presents itself elsewhere.
OV
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