Ann: March Quarterly Activities Report, page-29

"We think the market is weighing up a debt & equity mix, as capex of US$260m is met with FCF over the next 2 years of A$170m, leaving a reasonable shortfall."

Assume A$ = 0.75 US$, and no tax after years of losses.
UBS forecasting:
324,000 oz Gold produced in FY19
336,000 oz Gold produced in FY20

To basically double the FCF and cover the US$260 we need:
(260/0.75-170)/2 = A$88.3M extra FCF per year in FY19 and FY20
88,300,000*0.75/324,000 = US$204 above USB forecast of US$1304 in FY19
88,300,000*0.75/336,000 = US$194 above USB forecast of US$1355 in FY20