To be fair because I am aware of my deficiency in formal mining engineering training and experience. I listen closely to what both Plough and OZboucheron have to say. Often enough, it rubs me up the wrong way.
However, given both their levels of experience in the area (which I gather from the number and quality of posts on stocks we have co-invested in), I would be a fool not to at least hear them out. Then pursue any issues that seem legitimate. The great advantage we have is we can ask management as @BaltasarG has suggested.
All IMVHO.
To be fair because I am aware of my deficiency in formal mining...
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