I reckon MTN is the new resource - if they have found the "end of the rainbow" - ie the end of the resource where the U that has been migrating found a place to stay (much like cigar lake) the ore body could be MASSIVE and up to cigar-lake type grades (19% or 190,000 ppm U).
Time will tell - given what he said was vague I'm not sure if AGS or GIR would have to say anything in the morning.