RE:RE:RE:RE:RE:RE:POG below 1700$ MVargas
Appreciate the sharing of your insights. Somewhere along the line I missed the 80% in 45 days comment. Your detailed explanation of full year guidance makes sense and fills the gaps in my own calculations. Your model ends up being within 10% of actual for Q1 2021 with Victoria saying production was slightly above expectations. Perhaps there are a few micro factors (temperature-absorption) as well, that explains the difference in the first half verses second half production.
Thanks again for taking the time to post. All the Best