RE:RE:RE:Presentation tomorrowI wouldn't call it bad ---- but clearly these structured presentations that have a firm time limit are not his strong suit.
I mean it seems like he does much better when it's an interview format -- and dialogue back and forth --- rather than these structured complete your dog and pony in 15 min type of thing.
honestly the only thing i got out of it was met work 25% completed (at least i think that's the % he stated).
The only area i thought he fumbled a bit was when the question was asked about why he believes the large gap between NPV and current market cap (which i think we are at about 14% now). Although i think he answered correctly (basically his response was because high capex) --- i think he could have answered "it's because the market still doesn't believe we are going to be a mine yet...or perhaps it's because no one believes me when i'm telling your that we are having really good progress with Rio" or perhaps people just look at the grade and brush us off....even though i've given you examples after examples after examples of other mines that are profitable with similar grades and our grades are in line with new mines on average.
The one point he made which i think he needs to keep hammering home....they are building a road called the Casino road....
Did the gov't envision that road leadng to a gambling First Nations Casino to pull the slot machines....or did they build the road for an eventual mining operation???? Hello....McFly....is anyone home!
Lastly ....but certainly not least..... Paul could really spruce up these presentations by adding one simple bullet point to his slide to leave the audence with ....and you know what that is???
Yep....you guessed it..... a nice closing slide that has one point in big red font:
The legendary and one and Only Sooner says you heard it from him firstl ....$6 usd!