IVZ Share Price, page-210

Agree, there was a lot of hype surrounding the mining conference which was supposedly pushed back until "a date in July" and hasn't even been rescheduled yet AFAIK.

The important thing to remember is the fundamentals - IVZ have a resource of over 9TCF with data from Exxon in the 90s and updated seismics on the way. The largest undrilled structure onshore all of Africa. Anything short of that drill not happening and we'll see the SP go north just based on the Elephant scale target.

A couple of key milestones to hit along the way, which aren't due just yet (save for PSA which is less necessary without a JV as mentioned), and the rest is noise.