Nun zu meiner Frage: sind die CAPEX Kosten schon in die All-In-Sus. Kosten pro Oz Gold und Kupfer eingerechnet?
barrick.com/files/quarterly-reports/2014/...k-2014-Outlook.pdf
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All in sustaining Cost valuation
The World Gold Council developed a new reporting method, All In Sustaining Cost. The biggest difference with Cash Cost is that it includes sustaining capex, or the money spend to keep mines running at the same production levels as in the past. It also include some non-cash cost, such as development and exploration cost and also overhead costs, such as General & Admin and exploration expenses. It does not include impairment charges, interest payments, corporate taxes and project capex, which is money spend on developing or acquiring new mines.
Most mining companies historically reported their Cash Cost and by 2012 also reported All In Sustaining Cost. This is a major improvement, since they reflect the synergies between a company’s separate gold mines and the headquarters. All in Sustaining Cost are still reported on a by-product base, therefore companies that produce by product metals report lower cost.
Rising costs should put a downside protection or floor on the gold price. When the cash cost is higher than the gold price, mining companies will attempt to halt production at those mines until the gold price increases. In the first half of 2013, the gold price hit a low of $1190, a price level below the All in Sustaining Cost of many gold miners. The gold price recovered to above $1300 a few weeks later, a level just above profitability.
goldresearcher.com/tag/all-in-sustaining-cost/
auch ich habe mir so meine Gedanken hierzu gemacht....
'eine lahme Kröte springt halt nur alle paar Tage'
interessanter Artikel hier: seekingalpha.com/article/...l_rt_article_readmore&uprof=46
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