RE:Great presentation from John Lewins on K92 Chatzkal,
Thanks for the link.
One takeaway-
Lewins continues to show AISC for CY2024 as $1440-1540
but shows drop to $545 w stage 3 expansion run rate.
I personally expect the AISC to come down in 3rd q toward $1300 due
to the huge inefficiency of shutdown/ restart in 2nd q.
The bigger positive though is imagining the knt net margins once they do
reach a $545 AISC w stage 3 + gold above $2400 or so.
... and this is only 8 months or so away?