The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Alexander Barkley - RBC Capital Markets, Research Division - Analyst
: Just a quick overall question on KCGM through FY '23. It doesn't look like it's coming light versus your guidance commentary without really having
a major issue throughout the year. Is it fair to say it's underperformed? And how would you think it shifts going into FY '24?
Question: Alexander Barkley - RBC Capital Markets, Research Division - Analyst
: Okay. So no sort of impact going into next year. Just a quick one on Thunderbox. Thanks for those comments around Q4. When should we expect
that sustainable 6 million tonne per annum plus into next year, so maybe second quarter onwards? Or how should we think about that?
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JULY 18, 2023 / 11:00PM, NST.AX - Q4 2023 Northern Star Resources Ltd Activities Report Call
Question: Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division - Analyst
: Simon, maybe just a quick follow-up to that last question on the Thunderbox throughput. So a lot of the issues you just answered have been
resolved, but I just wasn't clear on whether you'd be running at 6 million tonnes for the whole of this year? Or is there still -- you'll be short of that
for this fiscal year?
Question: Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division - Analyst
: Okay. And you've marked a number of shuts for the September quarter. Could you just drill down onto which shuts those are in this Thunderbox
included in that for any rectification work? Or is it -- when you look at the end? Or is it the Jundee mill that has a shut?
Question: Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division - Analyst
: And a relatively simple question, I think, about total CapEx guidance. Have I got the math right that it's about $1.7 billion, if I put everything together?
Is that about right?
Question: Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division - Analyst
: Yes. So the $1.7 billion, is that including growth, sustaining, exploration? Is that accurate? $1.7 billion is....
Question: Levi Spry - UBS Investment Bank, Research Division - Analyst
: A few of us probably are focused a little bit on FY '24 guidance and particularly for Yandal, which is a little bit different to mine. So I think you
addressed the production, but can you just talk through AISC and then and where the growth capital is going into that hub over the next year or
Question: Levi Spry - UBS Investment Bank, Research Division - Analyst
: Yes. Yes. Okay. And just pushing that a little bit further. So like what the gross capital comes sort of in the coming years and if we're getting the
600, 000 next year?
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