This sector will leave its lows. I do believe in sector rotation and the time to go into a sector is when it's unpopular.

I noticed that ONT and RMK both experienced SP drops after the merger - but that's less than 1/2 day of trading - A Swallow Does Not A Spring Make. Both of them have promising pieces of the puzzle, but I don't think from the investor point of view that it was the optimum combination. Younan might be happy that he continues to be President of the combined RMK and that might have been a driver of the deal.

Nonetheless, it's apparent to me that this camp is a success waiting to happen. Consolidation will be necessary, not just for exploration and development muscle but also for optics. Like the wallflower girl at the dance who doesn't get noticed, and then eventually develops into the most desirable beauty, there was no quick way to get to this point. The quality of the BG gold camp is high and the probability of development is about 100%

Gold breaking free of the psychological $1000 hinge point doesn't hurt either. How we negotiate the next 1/2 to 1 year is still something I'm trying to figure out (ideas gentlepeople?) but it appears we are headed for our day in the sun.