Hi coach - thanks for your thoughts, we are on the same page on all the major points. As far as timing goes, I lean towards sooner rather than later, but we will see. This summer has been pretty hot for the mo-mo plays like EAS/BVG/EVG and several others so not the usual doldrums this time around. Also, it looks like POG is coming to a head here shortly and will break one way or the other. Most analysts are looking for the next major move on the up side, but who knows, maybe a head fake down first.

Best,

tsl