I did ask Mike about hiring a consultant to value the company He said they are going to get outside help to negotiate a deal when the time comes, not a consultant to value the company.
A lot of those questions have been answered admirably by those who attended the conference.
For example, on the question of capex from Chops:
1. CAPEX - still trying to keep it at or below what they said. However, iron ore prices and other factors are a reality that make it tough to do on the cheap. However, still very positive about the capex and confident it won't be much different than before.
Both Chops and Stockfriend have posted good information that are at the top of the "top messages" and give all the answers we are likely to get.