RE:RE:More mining considerationsVokblvr, I posted my recent comments in an attempt to engage Paths and yourself and anyone else who might be able to suggest alternative interpretations rather than straight character assissination. I have a number of additional observations to make regarding grade predictions , costs per tonne and by impilication AISC, as well as likely revisions to the ore reserves ( due in January) but I think I will wait another 10 days for initial Q3 results ito provide more firm data.
Suffice to say , at this stage I dont like the way things seem to be trending. I have already suggested that Q3 grade will be around 11-12 grams . What will be REALLY interesting is to see at what the supply of 14.5 gram deteriorated thru the three months.
Buyout of the streaming deal is a major plus , altho I am not sure where all the cash wil come from The 3700 tpd now seems very unlikely before mid 2019. Even Q4 2018 now seems at risk financially unless the revised permit is obtained , by say mid November.
I not going to go down the road of some posters here with blatant criticicsms of Joe O but I am starting to detect to some "selective dissemination" of significant negative trends and /or some fancy financial engineering in reported costs. Further elaboration / details to follow.