I'm not sure that the volume will be higher enough... If they get only between 50% and 60%. I may be ok... but higher than that. the SP it will be very hard to trade.
We should get about 200 000 tonnes ore in H2 that would represent about 25 000 onces.
2012 Outlook will gives us more detail. It's weird that the company announces those operational update and agreement with Luxor at the same time.
Cash cost should be near $1100
and Production near 120 000
With actual gold price we can expect: 0.10/share