Good article on seekingalpha.com:
http://seekingalpha.com/article/268691-anatomy-of-silver-manipulation-how-low-can-it-go
Too long to cut and paste. Gives his opinion that CRIMEX will raid SLV to cover their deliveries. I also think this will come to pass. I also believe that the newly announced silver bullion ETF will also raid the SLV to obtain bullion. There have been large withdrawals from SLV and large conversions of "registered" to "eligible" in CRIMES. Both of these actions I believe are "owners" of physical silver moving their non allocated silver out of harms way that might otherwise be scooped up and delivered to some one else, leaving them without a chair when the music stops.