JD posted on FWR that the elections in SA are this week and that there will be a major change. The instability in SA must be troubling to all mining companies that operate from there. Political upheaval, land reforms, social reforms all point to disruption and rebellion. However, the chromite companies there have such a dominant position in the world markets that interuption in supply will affect the global production of stainless steel. This possible upheaval comes at a time when the ferrochrome industry is operating at 20% capacity. This means stockpiles are not increasing dramatically and when the recovery gets in full swing, conditions should be ripe for price increases and corresponding production increases. Companies like xstrata and Samancor may have serious problems operating in SA. Their land ownership, operating permits, employment conditions taxation, power supplies all may be compromized in some way. They have to strategize now on how they will deliver to their customers. You would not think that it would be a great stretch that operations that are substantially capitolized could be reduced from 20% to zero if political conditions are unbearable. New entrants like Cliffs see the possibilities for the future and current heavyweight producers must see the threats. A 43-101 would be timely about now so major producers like Samancor and xstrata could do their long term analysis and have the technical data to satisfy the banks on financing the developement of the ROF and the transfer of chromite and ferrochrome production to Canada. Things are really starting to take shape.