The fact that PJO hasnt fallen much at all over the last 2 weeks...

The fact that PJO hasnt fallen much at all over the last 2 weeks (and in fact is trading above $9 CAN), whilst BSG has fallen some 10-15%, makes me think that the selling is due to a factor specific to BSG itself.......may be exercise of Options...and not a big picture geopolitical issue

Sure the political situation hasnt completely resolved itself since the election victory of Calderon, but Latin America/ Mexico has for many years seen political unrest, and still business goes on as usual.

I have been researching the civil unrest in parts of Mexico at present, and still cannot really tell how widespread it is!