Ha... I am just loosely speculating. I guess that point warrants some explanation.
I was alluding to how the TSXV miners are quite oversold - bargains exist everywhere. I am sure everyone has more than one jem they hold that is a bargain they wish they had more cash for. I can think of about 5 and I don't stray that far. These are companies that you like, seem to offer good NR's, but their SP's keep dipping.
By a lot of measures we are starting a recovery with housing starts and employment starting to improve and a lot of corporate balance sheets looking okay. Lots of big macro scale infrastructure projects looming to drive GDP growth.
It seems that a lot of equity has left the market in anticipation of something happening (Iran/Mid-East situation, Oil, the remaining PIGS in europe, USA economy etc etc) or waiting for something to happen (ie. QE3).
While some of this macro situation could flare up quick, there are also a lot of catalysts with respective companies that are being completely ignored - like our relatively imminent RE/BFS and TCK trigger.
I am concerned about the future and spend a lot of my time keeping an eye out for things. Hopefully CUU's story will be over in the next 8 months or so.
jmho