re: AIV - you'll know because the volume will come back. Watch for new data in REO from drill pulps still to be tested or Lake Chandler results. if the REOs are big then it could easily skip to mid 20s and likewise if the Potash economics come out ahead I think it could run even further. Either way it is a terrific bet @ these levels. If either of these come off then funding will be easy and cheap - I suspect the 2011 funding is probably being stitched up now on the back of one or the other story.
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