In short: "There was no news to report on." Still held through gritted teeth — Florida Canyon gets a passing swipe inside the Mining Americas write-up as the counter-example of a project that does turn marginal at lower gold ("looking at you, Florida Canyon"). Cost basis $0.79, 75% allocated.
Full passage: premium transcript (PDF).
In short: "There was no news to report on." Held through gritted teeth on the Florida Canyon AISC blowups, on a gold-recovery view.
Full passage: premium transcript (PDF).
In short: FC FS headline looks good, but AISC raised ~20% from $2,750–2,950 to $3,300–3,500/oz — the revised cost structure narrows the margin; watching closely; cost basis $0.79, 75% allocated.
Full passage: premium transcript (PDF).
In short: No company-specific news this issue; held in the Codex portfolio.
Full passage: premium transcript (PDF).
In short: Three strong senior hires complete the executive team, but Q1 Florida Canyon AISC of $3,310/oz blew through the $2,750–$2,950 guidance ceiling by ~$360/oz — another quarter of cost misses; the longer-term DeLamar thesis is intact but hires don't move ounces or AISC.
Full passage: premium transcript (PDF).
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.