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Calées sur la stratégie marketing d’Apple, les lignes de production de Foxconn ne veulent d’ouvriers qu’une partie de l’année. Les fluctuations de rémunération dissuadent de rester davantage.
13 commentaires
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Economie might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Interesting update on A Zhengzhou, en Chine, les saisonniers précaires de l’« iPhone City ». Curious how the grades will trend next quarter.