TFP and Dratoz. Thanks and TU for your thoughts. I agree that the SP has been a little disappointing recently and also attribute this wholy to the information vacuum.
I'll stick this one out (hoping for vindication). This play came up trumps (COY, MOL etc) when I was looking for Moly exposure a couple of months back and the fundamentals have only strengthened since then.
Fingers crossed they walk the walk before any CR!
Cheers.
