Hoov,
When you mention that 1,750 tonnes would take more than half the world's production my thoughts went back to a chart I got in an e-mail from a publication I get.
This chart shows the days of production it would take to cover the shorts already in place on metals and as you can see Gold and Silver take the stage.
Not only if a country like China encouraged the Thai thinking "gram of gold under every pillow", but countries like India and their weddings of gold and not forgetting countries like Russia who continue to buy gold taking gold off the market.... the average investor who starts buying up some gold/silver ounces ...etc
WELL, just think if the impact it will have on the world supply and especially if these 4 - 8 banks have to cover their shorts then those who claimed we would see $2000 or even $5000/ oz may not be seen as so off the wall.
Not only would we gain as shareholders of companies like GNH, but one would also expect mergers and acquisitions at a dizzying pace.
To me as a holder of shares and some physical I can't see a better investment strategy at this time.

GTLA,
D