Ann: Production Update and FY 2019 Guidance, page-33

Pretty much agree with your analysis nordesmic - the good news is that there isn't any grade control or geological issues but the bad news is contractor/equipment availibility, this sort of bad news is easier to recitfy than any geotechnical or geological problems.

But the transparency question mark is a big issue for some, if the company can't be timely and transparent about a logistics/equipment availability then why would we think they are going to be timely and transparent about other potential issues?

So I agree with you - that's strike #1 for DCN management and people re balance their risk profiles and tolerances accordingly, because sometimes if you wait for strike #2 its possible that the strike 2 event is sometimes bad enough and not disclosed in a timely manner that it really destroys a lot of value, even if they manage to surmount the strike #2 problems.