Ann: Quarterly Activities Report and Appendix 5B, page-192

One thing not mentioned about the Inaba conference was earlier in the article they said:

"Over at the main Indaba conference we caught up with Lindsay Reed from Minbos Resources (ASX:MNB). We eventually got onto him, as he was ducking out regularly to take meetings outside the conference."

Combine that with what they said in the main article:

" Lindsay looked pretty stoked with whatever had happened at the meeting he had before us"

Now who in S Africa would Lindsay be having meetings with? Meetings that can't be done at the conference (don't want to be seen together?)?
2 guesses, IDC or the S African customer, as I've previously posted, I believe one leads to the other.

I doubt that Next Investors just happened to notice a smile on Lindsay's face so assumed he had a good previous meeting. More like Lindsay told them how the meeting went (they are shareholders) which obviously they can't write (market sensitive information), so they made that comment. Remember it's quite ok to have market sensitive information, you just can't buy/sell if you do.