Unfortunately, the topic is hardly OT because of the immediate impact it is having on all base metal majors. As long as the currency situation persists, and threatens to evolve into an unwinding of Eurozone politics, there will be some funds flowing to precious metals from base metals, whether they are majors or juniors. We are all looking for tailwinds to help NOT sp, but this is a major headwind . Valuation modelling is significantly impacted for now. Although we'd agree the situation cannot go on forever, it can take many months to evolve, with cash hoarding by majors and investors alike. Call it lack of visibility.