1) Data quote from Friday, a nice 1.5% jump since, but a far cry...

1) Data quote from Friday, a nice 1.5% jump since, but a far cry from the dfs assumed 2250.

2) Good for silver, but not really interested unless it pops to 50. Rather lead be 20% above dfs estimates - higher price sensitivity for the business on Pb over silver. I wouldn't want to finance a mine that at present, struggles meet "conservative" dfs assumptions for its core commodity.

3) AU has gone from .645 to 674 over two weeks, that's a strengthening aud/weakening usd. Still under dfs levels which is nice, particularly as sorby hills is very sensitive to fx movements. It needs to stay put or go down. Potential US rate cuts won't do it any favours.