fuzzy - I am one that feels the HL effect is over played. There is a relation but I think it is much smaller than thought and this week with HL rising like it has and RVX dropping is kind of contrary to RVX being that much of HL share price. Supporters of the HL idea tend to quote the 45% ownership of RVX as the key thing but I believe that is looking at it backwards. I don't remember just what HL invested in RVX but I think what is at risk is probably only in the area of 10% of HL's NET assets. It would be nice to know what they carry on their books for it as an asset. It is a substantial asset but I feel over rated here. 

Over the last year, the HL stock has had about 9 major double digit price actions over a few days (as high as 18%) and only one coincided with RVX, Sept. 30 to Oct 8 (holiday in there). it isn't all coincidence but only once coinciding is weak. It was taken that China knew, who told them? One member on the Board but I doubt the Board knew. There was no reason for them to and it wasn't very well blinded if they did know. If the Board knew, there probably would have been leak in NA as well as there usually is. Actually, RVX dropped the same but they did it throughout the whole month of Sept. bleeding down all month and China all at once. Are they just bigger gamblers and then through in their cards at the last minute or was there also just some HL business affecting it also. 

When the financing last May/June crushed the RVX price, it didn't do it to HL. There was some effect but definitely not double digit while RVX was hit 40% or something like that. What did hit HL was a double digit drop two or three weeks before the financing. That had nothing to do with RVX.

HL is a much bigger company that its investment in RVX and I don't feel affected as much as many think. They have their own business items happening all of the time that have a bigger effect on their share price as could be seen all year long. They are a very erratically trading stock.