Not sure if anybodys mentioned it, but the audio from the AMEC conference in perth last month is on BRR.
http://www.brr.com.au/event/45872
Good summary of the huge potential still ahead.
most interesting for me was......
the thought that they could be onto something impressive at mt alexander with bhp
and aiming higher than to be the next Jubilee, but the next Lionore (taken over by Norilsk for $7b)