Only one commodity has escaped the total collapse in prices, page-7

No argument there preempt.

When the U bull was running (was over $130/lb) punters were piling into the likes of HC market darlings like BMN, PNN, DYL, PDN and EXT. Apart from the 2011 run PEN was left behind (and bagged by HC posters), but was traded heavily on P'n'D's.

PEN now a clear survivor in comparison and heading into production, all except EXT above are now in strife with others like BLR fading away. The tortoise wins again...