You're probably right with your assessment but I sold mine today...

You're probably right with your assessment but I sold mine today because with the conversion to NEM and at todays SP I stood to lose nearly 20% of face value, so I held out to get the special div. and banked my profits.
Might reconsider if the middle east conflict continues and the gold price increases - interestingly bitcoin is going gang busters too and that seems to give me better bang for my buck in the short term.
Good luck all

DYOR