I've been at these a few times and don't see anything unusual about what they've communicated to us. There is usually about 30-45 minutes of "formal" business where directors are appointed, financials are confirmed, and any voting on "special items" takes place. Most of the time, an RVX person makes the motion, someone seconds it, a show of hands is taken and the motion is passed (since proxies have been given to people representing large share blocks).
After that, DM usually goes into a corporate update. It expect it to be quite similar to what we hear from the Yale Club coming up. There is usually a Q&A session after he goes through the slides.
The only thing that might be different is that they haven't yet identified all the items that will be on the formal agenda. There is still time for a "deal" to be proposed in time for the meeting and shareholders would likely be asked to vote on it. I believe any such thing will need to make it out to us by Nov 15, so that we have time to make our votes known electronically.
I'm glad it's being webcast this year. I don't plan on taking notes to the extent I have in past.
Still waiting for a few things to make it onto the scorecard that we saw last year. Things such as additional analyst coverage and the partnership are still outstanding.
masila