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You previously guided to a target of $2.50 per pound operating costs in 2027. That still a valid estimate?
What is the CapEx associated with these modifications? And there's been no change to group CapEx guidance?
It doesn't look like there's been any significant change in the ratio of wet to dry in PB 1S or in the other sections
Could you give us any guidance around working capital for the Q3 given the changes in shipment timings out of Indonesia?
any of the volumes are contractually committed from either the existing or the new smelter over the next 12 months
Can you give us a sense of what those impacts are? I think you mentioned a 5% increase in the cost of purchased inputs
What proportion of the cost base is exposed to energy, particularly oil? Obviously, we are seeing some benefit there
Is there any insurance coverage for the additional work to fix the fire of the smelter?
Do you have a visibility on the timeline for when you'll be entering the similar process with the new government?
Do you have any visibility on when the Senate will be reviewing the bill?
You previously indicated a $1 to $3 billion net cash range. You’re $400 million above that now.
can you just give us some color on the next steps in terms of guidance?
any idea on the magnitude of kind of increase relative to the previous CapEx estimates provided by Newcrest
Do you intend to reinstate medium-term guidance at some point in the future
should we be reading that in terms of the commitment to the buyback that if you were to go above the threshold, so $1 billion plus or minus, you would -- we should assume in our models that 100% of...
If we look at those buckets, inventory change, working capital and volumes, would it be fair to assume those would reverse in the subsequent 1, 2 years?
you've changed the sort of headline guidance from co-product to byproduct. So on a like-for-like basis, your $1,935 co-product guidance for AISC. First, is it -- what is the like-for-like for CAS a...
Has there been any delays to that potential timeline with the incident last quarter?
How do you see that going into 2026 if gold prices stay at this sort of level, would you look to build cash? Or would you look to accelerate the rate of buybacks
Any color on kind of any reversal and how that might impact free cash flow in 2H?
whether that's a precursor to any other management changes. I wonder if you can make any comments on this and whether Karyn's departure impacts any other potential thinking
could we expect buybacks to significantly exceed the divestment proceeds this year if the gold price stays at this sort of level?
is it still optimal? Is there anything else in the portfolio you think could be monetized?
you would be above that towards the end of the sort of three- to five-year period. Is that the wrong assumption?
Why are they so high in 2025? My feeling would be that a lot of the costs associated with the divestments and the integration would be done