I disagree with you - nothing was misrepresented by my post(s).
I have not had a go at Mgt (yet) - just expressed my suprise with regards to their March 2013 quarterly. This suprise/concern was (I think you will have to agree) confirmed by the company when they released their "Revised mining plan at Lindsay's" (30 April at 15:23:27).
I agree with you that it is a POG issue.
The problem is that (the POG) is a real risk now and going forward (because of the recent big fall). The risk is - that it could happen again - at a time when KGM is most vulnerable. If it goes up - no problems (agreed).
KGM Price at posting:
10.9¢ Sentiment: Sell Disclosure: Not Held