BVN is getting absolutely hammered this year. From the bit of research i have done i can pinpoint the exact reasons but does seem that they are running into challenges developing some mines in south america, particularly the biggy that they partnering on with Newmont. I think this is good news from FMG's standpoint that it really lights a fire under them to branch into other countries, particularly mining friendly nations like Mex. They need to keep the gold, silver, and copper rolling out to meet projections so if road blocks are happening in south american you can bet they are going to fast track projects elsewhere to pick up the slack.