Hi k273, I'm just a mug punter, but I really mean this - I think...

Hi k273, I'm just a mug punter, but I really mean this - I think you'd get a better idea of the what's happening with the company from a balance of the views expressed on this forum and others, than what you'll get from ML's addresses. Anything at all that comes from his office is said with an eye on the share-price I believe. That being said I cant find a link anywhere to that address. There are a couple of speeches on BRR that you might already be aware of.
There are a few fairly recent analyst reports on this page

The recent cap raising was a critical underpinning of the business while they ramp up to 100 ozs of production. It was very dilutive, caused by forced negotiation at a time of weakness, but it had to be done, and made the company a much safer punt.