I assume Moose you are warching Dino destroy CPN like me.  This story was a very large holding for me and I'm not a happy camper.  Sure it will rise again and the Brazilian deal is not bad once you get past that Dino is paying at least 3 times too much for it and diluting away control of the company.  From my view he has talken away my upside to $5 and given me back $2.50 at best, not acceptable at all given the stock traded at $1.90 after the 43-101 report which was very good.  The Romanina story will end up between 12-15 million ounces from my perspective and we may get 1-2 million in Brazil.  I can't suggest anyone consider this story given my lack of confidence in management now but surely it will rise when gold turns and maybe even double quick.  I'm sad to report I still own and control a sizeable position.

On IZN, it's one of my largest holdings and I simply really like the story and after having spent a few days in Spain last November visiting all operational developments and spending time talking extensively with management, Trafigura and Investec while there, I see a stock going many multiples higher from here, maybe as good as ECU.  They will be mining at Aguas Tenidas 75 years from now for sure and I expect 4 operating mines of size in operation around the world in the next 1-2 years making this a real good mid-sized producer with Trafigura owning 45% of the stock.  Keep in mid that Trafigura competes with Glencore for off take in metals and Glencore built Xstrata.