May. 15 at 12:08 PM
$GAU just dropped a sleeper quarter not bad considering we lost 14 days—
$25.9M in positive cash flow,
$0.01 EPS after backing out non-cash hedge noise, and sitting on
$106M in cash with zero debt. The real story is what's coming: a brand-new secondary crusher goes live in Q3, which means higher throughput, lower AISC, and a major ramp-up in production. This thing is a coiled spring heading into the second half. We've attracted a lot of attention so now its just a matter of proving themselves. We should start to see a steady ramp up through out the 2nd half. With almost a double in production an a significant reduction in AISC going into 2026.
