Hi Khaki,

I highlighted what I thought were the portions relevant to SFMI- aspects of Rubicon that were similar to SFMI such as nearby infrastructure, no 43-101 but working on it, etc. Also interesting was the valuation that was placed on in ground gold- "conservatively" $300/oz, but maybe more like $450/oz. Considering SFMI has by at least one estimate maybe 5-8 million oz, $450 would give SFMI a value of $2.25-3.6 billion- or $10-16 per share. The article also again pointed out the need for the majors to acquire more ozs- but with fewer available opportunities to do it.

Hope this helps- let me know if there are specifics you want me to address.