The wole idea of a camp visit is designed to create insider information. Those that attend must sign non-disclosure agreements, thus giving them an inside look to base their investment without revealing certain key points to the public.
There are a few key points that can not be revealed. Who attended, etc... What he can reveal is if he feels the camp is organized, does he intend to buy more, his feeling of confidence. But most observations will be comments and photos that add color and life to our invvestments. fun, but wont make money.
But meat comments will probably be few. Most helpful would be developing a few contacts with the actual machine operators, side discussions that reveal the difference between BS and reality. This could include answers such as "Is production for real or a bluff?" A side discussion or an e-mail from someone from the lab who happened to be onsite. Discussion with various geologists managing on-site drills (FNC, NOT, others...?) What are their theories of where to drill next and theory of geology formation that can add to Hoov's theory. Discussions with attendies who ineract with big money sources and what they are looking for -then maintaining contact with them to see if they got what they were after. Do the on-site workers have communication with outside world, how many of them invest or advise family when to invest. If something comes up, give me a heads up, sort of stuff. How often does Wes call base-camp, and how informed does Wes like to be. Has Friedland ever visited? What was his reaction? My FNC bias wants more data on step-out drills.
I could keep going, but feel free to keep going your-selves.
-sg