Some of the recent SP softness will be allied to the FED saying...

Some of the recent SP softness will be allied to the FED saying there will be a mild recession later in the year.
The flip side of the coin is that makes RXM awesome buying in conjunction with the raise for financing.

I'm also encouraged by inherent strength shown within that softness. A component of it will be allied to the gold component.
It will be interesting to see how they work their Streaming Agreement, although they probably wont tell us the fine (commercial) detail.

All IMVHO.