I was one of the lucky attendees to see AD in action today in Bris. No snoring or nodding off detected anywhere in the room, yellowcake :)
120 or so investors present.
AD came across as extremely nice, professional & very approachable.
IMO a great presentation (one of many on the day - a very worthwhile forum), & yes MAK are continuing to push their other projects. From their perspective, as they say they are:
#1 for undeveloped rock phosphate
#1 for fluorospar
#1 for combined tin/tungsten
in oz, so why not sing their own multi-commodity praises when all these commodities have excellent fundamentals?
However, they are seeking a JV drilling partner for the West Southdown IO project in WA, to share that load.
Reiterated that they are still on schedule for RP production by 2010.
My own observation-from speaking to Bill Hewitt (URM) today & from holding/researching POZ, there is healthy competition amongst the RP juniors to catch up to MAK, which is great for the sector/the Georgina Basin/NT.
cheers
Marny
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