Hi Stan... I asked Rebecca and she just sent me the answer she...

Hi Stan... I asked Rebecca and she just sent me the answer she sent you! You beat me to the punch. Now we need to digest it!

She did say Zenith will update guidance when it becomes apparent it needs updating. And she did say the guidance given was only for contracts IN PLACE at the time the guidance was given. And they do not guidance any 'pipeline'.

So, thank Stan, you are brilliant for having and chasing down this thought.

Now a variable component of 30-35% seem crazy high. But I need to read the precise words of what Rebecca said.. guidance, contracted capacity, variable, etc. I wonder how 'guidance' can include a miners variable power usage. Maybe guidance is some formula of capacity, contract, and variable. Even if we get a 3% guidance improvement that will be big for the shareprice.... toward 80 cents! I mean if the revenue goes from 68 mill to 70 mill in 2020 that is very helpful to share holders.

In any case, Stan, what you have discovered is great - with the gold price doing well, even without more PPA or uplift, the guidance should be looked at toward the top end ("all things are going well"), or even we can maybe, fingers crossed, hope for a guidance lift.

And since the last guidance is missing a couple recent uplifts (although they take months to get on line) that can help the guidance. So we have price of gold up, some wee uplifts recently, which, to my mind will lend to a guidance upgrade.

When PEA last year lifted guidance by only a few percent, their share price went up 10%. I remember, from 63 cents to 70 cents in 5 mins. For a small guidance beat. Let us hope for a Zenith small guidance upgrade announcement. Go, go, go gold!!!!!

Since my fundamentals guesstimate of price only use the current (a few months old) guidance, I suspect I must be a little under on the DanPrice. Man, low 70s now... that is so good. I think the sellers at 70 cents today were just earning some money (selling their 65 to 66 cent buys). They are traders. And good luck to them. I dont think a long term holder is looking to sell any, just yet.

If I am a buyer I am waiting for some good news... then I pounce. We can 'guess' the revenue will be up. But Rebecca needs to confirm that. As I wrote a few times. We need to be wise and pre-guess what news will come out. But some positive news momentum seems building. Or should I say PRE NEWS... as there has not been any!

AND OMG.... please understand these are just my thoughts and musings. I could be way wrong. And I know nothing other than what I read and ponder over. But it is fun. Power stations and price of gold is not too complicated for an old war horse, like me.