Boys - Most all of investing is NOT an Exact science & You did not pay attention to 2 words " at least". GRZ's site shows they burned $16.6 million for 9 months ending 9/30/10. Approx $13million of the $68 is in "marketable securities" which they do not disclose what they are so we really don't know if they are "marketable" or the Real value. The "at least 2yrs" is an understatement. XOM & COP filed, If memory serves, in 2007 and they are still at it. Vannesa has been at it since 02 or 03. Do you really think Grz will have a resolution thru ICSID in 2 yrs? My MAIN point is that as of 9/30/10 Grz had cash equivalent of approx $1.20/share yet the stock is trading then at $1.80 and had picked up $1.00 since the KRY/CRRC announcement which leads me to believe that GRZ/LB is in play along with and is part of the Chinese JV with KRY. Add to that is what we all know of China's $20+ B investment in VZ and $1Trillion investment world wide in commodity related companys. They are also making these commodity investments with $USD's that will be worth less in years to come yet the commodities will be worth more and will keep China's economy expanding. Don't look at the Tree, but at the Forest.