It is not only the decreasing AISC benchmark which is lurking...

It is not only the decreasing AISC benchmark which is lurking for MOY. What do you think of the increase in POG in AU$. Sometimes the improvement is just falling out of the sky and you do not have to do "difficult" things to get your P&L a boost. They will probably produce some 100.000 OZ this year. Well your turnover will increase by  100.000 x AU$ 100,- ( the increase in the last months) = AU$ 10 mln. extra turnover. Also the gross profit will increase by this amount. With 795 mln.shares outstanding this means an extra FCF per share of 10/795 = 0,0125 AU$ cents. Assuming the POG will stay at this level (which will ofcourse not be the case I know, but just for a mindset) and with puting an FCF P/E of 7 on MOY this means that the valuation of MOY has increased by 7 x 0,0125 = AU$ 0,0875 (8,75 cents). This makes the MOY story even more interesting.
Am I thinking too simple or are other forces at work here who would like to see the valuation of MOY just as low as it is right now?