RE:RE:Tx, Novo 2021 AISC, cash flow, and P/E guesstimate?GoNovo2014 wrote: Update: Tx, I have just confirmed that in the Crux interview from Feb 11, 2020 QH guessed AISC for BC will be $800-$1,000/oz.
GoNovo2014
GoNovo2014 wrote: Hi Tx,
I think I read somewhere that Novo's will be producing about 100,000 oz in 2021. What's the AISC for BC? $800-$1,000 USD? Assuming a gold price of $2,000 USD/oz, what then would be your guesstimate of its cash flow and P/E?
GoNovo2014
Yeah yeah, but he wont know until they get there. An interesting question though. A person who is not off to bed for the night could pull up some examples of 100,000 to 150,000 oz/yr open pits to see what their costs are.
Heres one, but the grade is 5.3 gm:
Mt Cartlon reaching between 70 000 oz to 75 000 oz, instead of the original guidance of between 95 000 oz and 105 000 oz for the full 2020.
The lower production at Mt Carlton is expected to result in the all-in sustaining cost (AISC) to increase from the previous guidance of between A$800/oz and A$850/oz, to between A$1 150/oz and A$1 225/oz
BBS