Capital And Staffing BurdenTaking over mining operations will increase upfront capital requirements and require hiring around 150 personnel, potentially suppressing near-term production as operations are stood up.
Operational Execution RiskPivot to self-mining following the mining contractor's departure raises execution and continuity risks for mine operations.
Production GuidanceAnalyst reduced initial production estimates and modeled a conservative steady-state output below the company's stated production target, signaling a slower ramp-up and potential underperformance versus expectations.