Over-reaction on IO prices. China is driving down IO prices over the SDL / Hanlong deal (my conspiracy theory).
Shorters will grow tried of punishing Twiggy.
All will be good in the long term.
AF has built a great company out of extracting dirt and selling parts of it.
Prediction
$4.01 on close today
$4.20 in a week (21/3/2013)
returns to $5 by July
XMAS we will all be happy.
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