We're getting into the crazy stage in the rare earths. REE has gone bananas (I sold this one too soon), and now TSM.v is catching a bid. In fact, the bid was well above yesterday's close of 1.62, so they halted the stock before the open. Management said there were no material changes. It's due to reopen at 11 EST, and the bid right now is even higher than at the open!

If the bid stays high, I'm selling half my holdings. Things may get even crazier, so I'll let the other half ride.

Also added to AVL.to this morning - it's been held back by a financing, but it looks like it may be the next to pop.

I want to thank the members of this board for drawing my attention to the rare earths - they weren't really on my radar until you guys and gals started discussing them.