RE: RE: production numbers streaming partners @bodo
Your numbers appear to be wrong.
Luna produced during the third quarter 19,391 ounces. Our share (17%) would be 3,296. We however got delivered 3,888 ounces, which includes deliveries from the second quarter production at Aurizona. This is the timing differences Kewl and I were talking about. Therefore it will be impossible to achieve an increase here for the fourth quarter.
For Metanor your initial calculations are correct. They produced 4,692 ounces for the quarter, of which Sandstorm receives 20%. That is 938 ounces. However, Sandstorm also received 512 ounces in the third quarter which you appear to have missed. Therefore a surplus from Bachelor is much lower than your expectations.
Just like we had with Luna and Brigus in the past, when production starts rising, the gap between Sandstorms share and the actual deliveries per quarter is increasing. Therefore I expect a further negative discrepancy in the numbers from Brigus, Metanor and Rambler, who all boosted their production numbers in the fourth quarter. But who cares about this discrepancy, as long as the underlying production continues rising.