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[sleveen] 04/1/2023 16:23

jas

well over my head :-)

[plat hunter] 04/1/2023 15:16

24,612..cheers LLB i missed that at first

[sleveen] 04/1/2023 14:24

jas

Do you have a reference for that please?

[jaspoland] 04/1/2023 14:17

I'll go for 20k. Reason for low balling is board decided that they would close operations down for Dec as a thank you to staff as Oct and Nov had been so good. I sincerely hope I'm wrong by the way lol

[sleveen] 04/1/2023 13:51

23k oz is my production guestimate.

[plat hunter] 04/1/2023 13:50

Anyone have to hand what we need out of q4 to hit the lower end of guidance?

[wskill] 04/1/2023 13:18

Yes think we will meet target 25000 even this will be a decent result, we do need a decent experienced mine team did hope Ian Stalker would move across.

[borderterrier1] 04/1/2023 13:18

I'm going for 14,000 and more excuses. Locust plague, annual rainfall, elephants stampede, marauding hippos, chickens not laying, Lambo payment late etc. etc You all know the drill by now.

[dickbush] 04/1/2023 13:15

I'm looking for 27-29k and leaning towards the higher figure, assuming the annual AISC comes in at the top of the forecast range ($1,800) and total AISC for the 4th qtr rises by circa $2 mil from the second qtr when they produced 20k. Just a hopeful guesstimate.

[temujiin] 04/1/2023 12:45

27.5k for me Platt

[plat hunter] 04/1/2023 12:38

Q4 production guestimates
Plat Hunter 32k
Temujin 28k?
LLB 26k

Team average 28.66k

[laurence llewelyn binliner] 04/1/2023 11:48

26,000 for me, production is a work progress as Corica support gets phased in and we can build on that for Q1, I doubt very much we will knock it out of the park for Q4, but am quite happy to be proved wrong.. :o)

[plat hunter] 04/1/2023 11:41

lets have a little comp for fun...

Q4 production
Plat Hunter 32k
Temujin 28k?

Come on everyone else lets see what the board average is then see how accurate we are as a team

[laurence llewelyn binliner] 04/1/2023 10:46

21.10.2022 - production guidance range being conservatively lowered to between 77,000 -
87,000 oz (previously 87,000 - 97,000 oz), FY2022 AISC guidance to USD1,600 - 1,800 per ounce

Additionally, as a result of the actions taken, Yanfolila is expected to deliver an AISC of under USD1,400 per ounce for Q4 2022 and be cashflow positive.

Q1-2022 | 15,548 ounces poured
Q2-2022 | 20,013 ounces poured
Q3-2022 | 16,827 ounces poured
YTD 52,388 | 24,612 for bottom end of lowered guidance, and plenty of room for upside..

[jaspoland] 04/1/2023 10:33

What a surprise it would be if management managed to top up at the bottom lol

[plat hunter] 04/1/2023 10:25

I'm going for 32k for Q4...Given the addition of new equipment, a competent operator, higher grade and the lack of a missed guidance warning.

Not concerned about ruffer, could just be fund flows at client level and has seemingly been well absorbed. Which also means there could be a buyer facilitating a negotiated trade in an orderly market fashion.

All guesses but even i got lucky sometimes at the club when the lights were dim.

[temujiin] 04/1/2023 08:15

He's already on filter.

Good to see POG up another $20 oz....every little helps 🙂

[sleveen] 04/1/2023 07:34

Cluck off grunt.

[borderterrier1] 03/1/2023 21:10

1knocker Hum is back up to 7p? Guess you spoke too soon.......... And see how well informed BushyBetts on the LSE bb is? Hummmmmmm...........................................

[temujiin] 03/1/2023 19:51

Perhaps the 160k sale mentioned is the trade that took them to the reporting threshold, rather than the 0.7% change in ownership from the last update which is obv more than 160k.


Interesting exchange on the LSE board. Poster BushyTailed basically pointed out that in previous years when management knew they were going to miss EoY guidance, they had RNS's it before EoY.

That RNS hasn't happened this year so one might assume/presume they HAVE managed to meet guidance. So we could be looking at >27k oz's in Q4 and IF that was so, then HUM's AISC would be down a lot, and with POG >$1800 they should have made a profit in the last quarter, which will be pleasing to the shareholders.

Lots of assumptions there I know, but the lack of a missed guidance RNS I take as a positive.