RE: Sp9 Mar 2026 15:55
My point around arbitration badomen is that it has been known for a week, the SP went down massively when it was announced, so there is no reason why it should have contributed to this morning's ridiculous fall.
There is nothing built into the current market cap for gold assets, so once again this shouldn't impact sp.
I would think investors should be paying far more attention to the actual revenue being received than to a minor weighting within a calculation. Any real investor would have known that the OTA was just a simple summary of a complex legal document. But, once again, it isnt new news so shouldn't really have contributed to this morning's fall.
The total cost of freight within the AISC was 125 dollars. Fuel rises will have some impact but not massively so
It seems to me that whilst there will be some small cost increases, this ignores that very little if any of the doubling of spod price is reflected in the sp