Aug. 10 at 8:26 AM
$B (source is from chat gbt last two posts)
Barrick’s Q1 AISC was about
$1,708/oz, while full-year guidance was
$1,760–
$1,950/oz. That leaves considerable room for Q2 margins to remain extremely strong even with higher energy costs.
The company’s Q2 target was roughly 730K–770K ounces.
If they come in around:
730K–740K: probably okay, but not exciting.
750K–770K: very good.
>770K: 🚀 That’s the number I’d consider a genuine operational beat.
Reuters calculated Q2 average gold at approximately
$4,506/oz, up about 37% year-over-year.
One current source has consensus around:
* EPS:
$0.84
* Revenue: ~
$5.08B
* EPS range:
$0.75–
$0.97 across 15 analysts.
Other feeds are still showing approximately
$0.81/
$5.10B, while another current retail-data feed shows
$0.83/
$4.96B.
That means I wouldn’t put much weight on the
$0.83 number as “the” whisper.
