RE:one month before q2 earningslots of speculation:
1. RP production will be stronger than forecast with nothing material on RP2.0, or financing
2. Caribou production misses again, costs higher than anticipated.
3. Perkoa restart later in Q4, mine closure next year (but not announceed)
huge risk here that Perkoa closes in the next year leaving only an unprofitable Caribou and unfinanced RP2.0. TV Will need to bring in joint venture and give away RP profits. CAribou is given away in fire sale.
too much speculation isn't good though.