I listened to the IZN presentation from the BMO conference this eveing. Vanin did a good professional job. Stated 7 analysts now follow the company and expects a couple more shortly. New credit facility should be in place shortly and this will allow some more flexibility in the hedge book for AT. Stated at least 14 years of AT production from reserves and inferred which will be converted to reserves at the rate of about 2.2 million processed tonnes per year whicb is 30% beyond original plan. 5 years of confirmed production remain at Condestable but he stated they are confident of an additional 5 years for sure which is par for the course for this project as it has always maintained it's profile this way as opposed to being completely drilled off to reserves since it opened.

Stetd they have plans for further acquisitions and that they are 2-3 times undervalued at present but this should change as word gets out about their clear status as a long life mid-tier producer. I thought it went well and it should help.