One analyst pointed out that generally the best time to buy gold stocks is in July, as the demand for jewelry for the upcoming Xmas season (and I think our winter is also a time for lots of weddings in India?? correct me if I am wrong) firms prices through the fall. I have thought when gold retraced from that $1000 level, that it might challenge it in the summer/fall. The "US is going to Hades in a Handbasket" fears have subsided for the time being, so we might go back to regular seasonality until something else pops up.
Having said all that, I still don't think POG has much influence on our SP right now. Maybe if we get those dreamed about assays in a couple weeks it will have a more direct bearing.