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Don’s Newsletter

August 2024 Notes

Last update August 7th.

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Don Durrett
Aug 08, 2024
∙ Paid

Dundee PM (8/1/2024: Q2 results. 67K oz at $710 AISC. $82M FCF. $707M cash. No debt).

Steppe Gold (8/1/2024: Completed Boroo acquisition. Guidance for 2025 of 85K oz at around $1100 AISC. Targeting 150K production in 2026).

Centerra Gold (8/1/2024: Q2 results. 89K oz at $1179 AISC. $592M cash).

First Majestic (8/1/2024: Q2 results 5.3M oz AGEQ at $21.64. L…

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