Don’s Newsletter

Don’s Newsletter

Daily Notes for August 2023

(Last update August 2nd)

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Don Durrett
Aug 02, 2023
∙ Paid

Silver Lake (8/1/2023: FY 2023 production of 260K oz at AISC of $1100. Guidance for FY 2024 of 220K oz at AISC of $1300. Part of this increase is from a $168 per oz non-cash cost inventory adjustment. Cash balance of $220M and no debt. I wish they would take $100M and buy-back shares).

West Red Lake (8/1/2023: 4M at 52 gpt at Rowan).

Equinox (8/1/2023: Gr…

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