I also am a longtime holder.  That was one of his better presentations.  I heard one line that confirmed to me the reason E seems evoke frustrations amongst his shareholders (us)  He is a very "technical person".  While this brings about an over abundance of caution in his statements, and disclosures, it also could still use some pinache.

Being highly technical myself, this is why we need to hire mkting directors who are more polished for the media/investors etc.  

I can see E being able to quite handily sit down with sr. Teck directors of engineering/geology folks, but being a bit lost/ata disadvantage at the C-level discussions.

jmho  Firestarter