jantimot, I am just taking what was analyzed by the Ord Minnett...

jantimot, I am just taking what was analyzed by the Ord Minnett report (Page 2, near-term-cash-flow).
http://ccrlimited.com.au/wp-content/uploads/import/pdf/CCU_Valuation_120917.pdf

This report is 9 months old, and that was before the company announced the lower-grade and harder-than-expected ores.

So I am assuming the cash burn now will be $4m/month + $x additional costs arising from the new measures needed to tackle the difficult ores.

What I want to know is whether has anyone worked out a reasonable assumption for $x :)

Once we know x, we will know exactly how much oz need to be mined per month in order to be cash flow positive.

What I only know now is the "minimum" that they need to mine in order to be cash-flow positive based on a cash burn of $4m and current silver price is ($4,000,000 / $23.20) = 172,413 oz / month.