production estimate, page-29

Billmac: Not saying you're wrong about Tanami's predicament, but Tanami Gold (and Newmont as some pointed out earlier, and pretty much every other miner/explorer in outback Australia) goes through these rain events seasonally. They plan for these events by ordering extra consumables. Worst case fuel scenario is a temp stoppage of production if fuel runs too low to run the mining fleet and power plant. It will impact cash flow for the month and they'll fall short of the quartlerly target, and it will slow the exploration. Worst case scenario regarding the pit-wall collapse is that it affects the ramp or portal at Coyote. Do you actually know which pit is affected?
A serious disruption to production would be 'material' and will require a Company announcement today. Until such time as an announcement is actually made then I think TAM is victim to falling gold price and the general market in response to Japan. Every stock I own is down right now so I'm not worrying unecessarily about site issues at Tanami that may or may not exist and may or may not be material.
A cautionary note, as an ex-worker on that site and many other mining and exploration sites around Australia over 17 years I can tell you that what one employee thinks he or she knows or has heard through the grapevine, and what management are actually planning/doing to overcome a particular problem, are often two different things. The mine village loves to dramatise and gossip and speculate (just like Hotcopper subscribers).