I think that if the AUD POG holds up then the market will take this report in its stride, with perhaps only a small selldown to $1.40 level.
CMGP will be vastly improved over the coming quarters, and Fortnum is doing OK with some FCF. Some nice drill results at CMGP, but I do not know what they mean in terms of economic reserves for the future.
Higginsville is what I am not sure about, but improvement is possible over last quarter since that period was adversely impacted by somen one-off issues. I do not recall reading what the 12 month toll treatment of ore will do for expected FCF/operating margins starting July 2018 - perhaps Cookie wants to surprise us until they actually have to report.
loki (buy or sell - I dunno)
I think that if the AUD POG holds up then the market will take...
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