$B2gold(BTG)$ Q3产量较Q2提升15%，除Goose外生产成本降低，Mali矿的质量也挺好。暂时没看到Mali矿运营方面的问题，公司也发公告澄清了，但政局的动荡还是存在。

Operations at the Fekola Complex in Mali continue unimpeded: Operations at the Fekola Complex in Mali continue to operate uninterrupted with milling and mining activities operating at full capacity. In addition, the Company confirms all exploration and exploitation permits are valid and in good standing and have not been impacted by the recent permit revocations in Mali. The Company reiterates its 2025 gold production guidance for the Fekola Complex of between 515,000 to 550,000 ounces.

Goose Mine生产进一步延迟，成本爆炸，AISC直接干到3000美元每盎司。

Forecast production for the Goose Mine for 2025 has been impacted by crushing plant capacity shortfalls in the third quarter of 2025, and lower than budgeted gold grades arising from temporary delays in accessing highergrade ore from the Umwelt underground in the third and early fourth quarter of 2025. Gold production guidance for the Goose Mine is now forecast to be between 50,000 to 80,000 ounces (previous guidance range of 80,000 to 110,000 ounces) in 2025.

Post-commercial production cash operating costs (refer to “Non-IFRS Measures”) for the Goose Mine in 2025 are now forecast to be between $2,300 and $2,360 per gold ounce produced (previous guidance range was between $1,520 and $1,580 per gold ounce produced). All-in sustaining cost guidance for the Goose Mine is now forecast to be between $3,290 and $3,350 per ounce sold.

现金及等价物3.6亿，流动性4亿，负债6.5亿，还了0.5亿债

实话说不是很想跟踪这家公司，最近猛跌后挺便宜的，但真的看不清楚。