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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
What is the CapEx associated with these modifications? And there's been no change to group CapEx guidance?
any of the volumes are contractually committed from either the existing or the new smelter over the next 12 months
Could you give us any guidance around working capital for the Q3 given the changes in shipment timings out of Indonesia?
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
Do you have a visibility on the timeline for when you'll be entering the similar process with the new government?
Is there any insurance coverage for the additional work to fix the fire of the smelter?
Do you have any visibility on when the Senate will be reviewing the bill?
Do you intend to reinstate medium-term guidance at some point in the future
any idea on the magnitude of kind of increase relative to the previous CapEx estimates provided by Newcrest
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...
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...
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?
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
Has there been any delays to that potential timeline with the incident last quarter?
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
is it still optimal? Is there anything else in the portfolio you think could be monetized?
could we expect buybacks to significantly exceed the divestment proceeds this year if the gold price stays at this sort of level?
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
you would be above that towards the end of the sort of three- to five-year period. Is that the wrong assumption?