SB,
Interesting you raise IGR.
I made a post one year ago, called IGR - SLR value shift.
http://hotcopper.com.au/post_threadview.asp?fid=1&tid=1276245&msgno=5812386#5812386
SP at post,
IGR $0.64, now ~23% down
SLR $2.40, now ~25% up
Total shift, ~48% better off in SLR
At the time the IGR crowd were up in arms, saying sure let's see in a year time.
Well it's been a year and SLR is the winner hands down.
Mav