http://www.fool.ca/2013/04/if-seeking-opportunities-in-the-materials-carnage-remember-the-balance-sheet/?source=c75yhocs0040001

Companies that are financially strong at the beginning of a downturn stand to come out on the other side in even better shape. They are the ones that are positioned to capitalize on the misery of others by potentially adding to their business at discounted prices. And, even if they don’t add to their business, at the very least, you can sleep soundly knowing they will survive to see the recovery, whenever it may occur.

HBM is that kind of company...

GLTA