Ann: Production Update and FY 2019 Guidance, page-5

I am certainly no expert but that looks like a very benign report and actually very good from a transparency perspective compared to what I have seen over the years.

Lack of mining equipment is certainly no long term structural issue. Gold prices looking up, bad new probably already factored in - I agree it looks a buy from here but would be interested in others perspectives who have drilled down alot deeper and understand the finer details of ASIC implications etc.