Post by
awacs1 on Oct 04, 2020 12:52pm
The Plan
Management has stuck to the game plan which does not produce much sizzle, so no exuberance in the SP. Attention to admin and other costs keeps pushing the AISC down which is great for the margin. In the long term, provided they keep replacing reserve ore at Pan, they should rerate by at least 5X. A US listing would help. I look forward to the H2 resource update and LOM report. Best producer in the under 100k oz pa group. Keep adding on the dips!