RE:RE:RE:q3 Thansk to both of you for the valuable insight.
This is more than frustrating. 50K for 3q is at the low range of my expectations. I was thinking 55K was needed to achieve a miserable 165K for the year.
Now with this ops issue, the set back will be terrible.
let's assume three weeks of downtime... Are we expecting now a 4Q production around 40-45K instead of 55K (3 weeks downtime/13 weeks = 23%. Let's say 50% recovery on this missed time = 12% production decreased in 4Q..)
MVargas, I am sure you can provide a better estimated with these assumptions ?
My concern is not about the ops issue.. this is pasrt of the game...
It is the flawed explanations we are getting each time...
Last year delayed production is a good example you provided.. still waiting for it.
What about AISC..? previous range was 1225-1425 usd... I guess a 1500 AISC for 2022 for a 145000 year production is a good guess... What percent of the aISC is related to fix fees ?