Ann: Presentation to Resources Investor Roadshow, page-6

It is certainly a buyers market for the utilities now and it would serve us well to view the sector through their eyes for the time being

my hope is that things will change over next few years and become a sellers market which if I am right could happen even faster than that

I remember watching DYL's share price triple during a 2 week period and it was within those 2 weeks that J.B. jumped onboard, there was also some Sprott finance announced with which probably helped however that would have only been available because of J.B.

In the smithweekly nuke report DYL was their top pick, they have a very strong focus on management teams to say the least!

the only company that smithweekly and myself agree on was BOE

It is for these reasons I believe the DYL J.B. premium still exists

my concern to DYL shareholders is the potentially dilutive effects of his acquisition strategy and trying to build a mine in Namibia

having said all that he has done it once and may well do it again and I'm sure he is much more mindful of debt structuring this time

personally the deposit and jurisdiction rates more highly than the management team in my investment thesis, you can always change the management team but you can't change the fundamentals of what is in the ground

when the carnival comes to town I'm hearing it will be more production focused this time and I have my doubts whether DYL or MEY will be in production this cycle, however I still see a place for a specky like MEY in the portfolio based on their low market cap and pounds in ground which should significantly rise with their Namibia drilling and ex PDN Oobagooma.

There will a lot of money to be made trading in companies such as MEY and even DYL, it's al about the timing

happy trading