RE:webinar stuff Nice work Bailey , and you're right, communication has always been an issue . Duane has never done any presentation without screwing his facts or dropping a decimal . The "ground shifted" more than usual on this one, Copper and Tin (to be determined?) . What was once announced as "A Long Term Feedstock Deal" is now two 100 tonne bites in Nov/ Dec , I found it curious that Duane would frame it that way if a binding long term supply contract had been consumated, (it would certainly explain the 10% premium). Perhaps a "Covid Caveat" was included to protect the supplier (to be determined?).
Plant capacity numbers are seeming to track in the same direction as SP, as are per tonne profit Margins (lower) , I will swallow the Tin and Copper deferral as "planned all along" (and the dramatic margin improvement that goes with it). I am having more problem digesting an (at present) $200 per tonne profit margin with the spot price of Gold hovering around $2000 US,
with a plant described by Duane as very "High Tech" and "Automated" requiring only four (last I checked $13 an hr.) operators.
Sharpen your pencil Duane,the present margin sends chillls. (Pray Gold doesn't ever go down)