RE:Phase IIWell, here is hoping texaswedge. One does not nor one should not be presenting "stasis" to the good and the great of funds management - that would be a waste of time.
Time to get the bit between the teeth. The demand is there, the story is there, the foundation has been laid, so its time to give a qurter by quarter blow f what you are doing and what you are achieving over the next 2,4 and 6 quarters.
And the story should be good, and the the tone should be upbeat (for an example to follow - listen to Ward Nye at Martin Marietta, a CEO in control of an excellent business, whose positive tone is a joy to listen too).
So thats what you should do Mr. Murdoch or Mr. Gene. Speak strongly of Canadian fracing, and speak strongly of VS's/NI abilityto serve it; and whilst you are on your feet - talk about what nickel at $12/lb means in 2015.
I dont expect the stock to move on the presentation, but I expect it to stir investor attention, some animal spirits and when warranted - I expect buying of this name, and I expect it to move up fully.