OK Addas,
I'm currently out! Not particularly happy about that and will probably be back in soon. Needed funds for a property conversion which is close to being in the money already. When that clears I'll be all over shares like AEL, AEY and IAE. For the time being I'm slowed down by paperwork and the logistics of arranging finance. That's the honest situation.
I agree with Eds summary above and since it's the Australian summer I expect production start ups to go smoothly. IMHO DYOR