Hi Franz,

I appreciate your analysis.  I'm a little leary of comparisons as there are so many variables involved.  I'm not sure that comparing price movements over the days is totally valid, particularly given the diverging paths of GCR and ARU.  In addition, the timing with NOT at this point is unique with the present POG and the recent market tanking, whereby, investors are extra hungry for something meaningful to get into.  Take away these two factors and perhaps they more readily equate.  Mind you, in actual fact I'm more in agreement with you than not.  NOT dwarfs the properties of GCR and one would expect it to be more highly valued and indications of the recent J.B. discovery have a magical allure to them.  As you pointed out the volume comparison is significant.  I think the stars are in alignment on this one.   But I begin to blather.