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für die Korrektur auf 2014. Wir benötigen ca. knapp 900 Dollar bei den Palladiumpreisen , um in Q3 sicher zu sein. Eine Steigerung der Mühlendurchlässe in geringem Maße mit eingeplant. Also ist dies in Q 3 machbar! Jedoch haben wir einen Tag Verlust aufgrund Stillstand wegen Sicherheitsüberprüfungen aufgrund Unfall. Sehr interessant die comments von belbel63 auf Yahoo Finance... Da scheint tieferes Wissen vorhanden zu sein. Und den eps von -0,03 ganz gut vorausgesagt:
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Right idea but two corrections. Your calculation gives AISC per oz of PD plus byproducts from producing that oz of PD since byproducts were included in the revenue. Since revenue is about 70% PD and 30% by-products you have to multiple your number by .70 to get the AISC per oz of PD. That gives about $1330. Then you should use produced ounces, not sold ounces since costs were incurred even if not sold in Q1. That brings it down to about $1200. Still way above market price.
Then there are various adjustments both ways that will make Q2 a little different - unusual weather related expenses, pre-payment interest expenses, forex adjustments.
All in all, I estimate Q2 to be -.03 to -.04 /share based on 366M shares. Maybe a bit larger per share loss depending upon the true average outstanding shares during Q2. L
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Right idea but two corrections. Your calculation gives AISC per oz of PD plus byproducts from producing that oz of PD since byproducts were included in the revenue. Since revenue is about 70% PD and 30% by-products you have to multiple your number by .70 to get the AISC per oz of PD. That gives about $1330. Then you should use produced ounces, not sold ounces since costs were incurred even if not sold in Q1. That brings it down to about $1200. Still way above market price.
Then there are various adjustments both ways that will make Q2 a little different - unusual weather related expenses, pre-payment interest expenses, forex adjustments.
All in all, I estimate Q2 to be -.03 to -.04 /share based on 366M shares. Maybe a bit larger per share loss depending upon the true average outstanding shares during Q2. L
