An excerpt from the interview with Rick Rule
" What I will use this market malaise to do is buy companies that are threatening to or have the capability of making major discoveries at a big, big, big discount to the surrounding market. I think it will be an easy time for educated people to outperform the market, partly because the market as a whole won't perform well, and partly because as the market underperforms, the competition from other investors to buy shares of the best of the best will be very low. "
SAN fits as "best of the best at a big, big, discount!"
SAN will follow major discoveries up with "more major discoveries!"
At these prices its a "no-brainer!"
RUF