I am taking the opposite view folks. I think he presented very well and I find him more articulate than Nic.
I did not pick on any significant stuttering and when compared to Nic's presos James is a pro. It is Nic who actually gets stuck and can't articulate the main points.
The presentation was well prepared and he managed to explain the strategy properly in terms of going for discoveries. He also explained some of the costings and why they opt to go for such. Explaining the diesel-electric digger was very informative and why they plan to start the highway relocation later rather than now was very useful.
Also, he explained when they forecast to be back in black again once they draw the banking facility. Something Nic has not done - or at least I have not picked. Draw on the facility and be cash neutral in December quarter.
I think this is first professional preso from ALK in long time and it trumps any of Nic's presos.
IC also presents well but IC's presos are mainly on the exploration side which is his forte anyway.
But from overall strategy and direction, this is first preso that actually tells a story clearly.
that is me... and we all have different tastes on this matter.
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