Deliverator,
aitakahashi and I have "been there, done that, got the T-shirt"
We had a long drawn out fight of holding out on the ARU/K deal...but in the end the Funds and Hedges crapped out on the smaller retail investor...maybe because they saw that Ecuador was going to turn out as it has now!
All of us ARU longs maybe discounted the "Ecuador Situation" too much...we thought our troubles would be over when the "180 day Mandate" was over! Well, that would have turned out to be wishful thinking at this point!
With Kinross's diversification throughout the globe, I now feel "safer" with my personal portfolio than I have in quite awhile...though when Kinross comes up with a jump, I will unload some of the "overweight" that I'm carrying in my "truck"!
Best Regards,
Long for Cash