Like you I also did not have a chance to read this post and I would be courious to read what the concerns of the poster were as stated. Yes, we have seen the SP erode to its current levels and one could make the assumption that the markets know something we retailers don't know. However, I also remind myself that we are in break up and most other ROF plays are also in a depressed mode as we all continue to wait for assays or other news. Correct me if I am wrong, but was not the last SPQ update positive indicating that only good things are expected? Or has that all changed for whatever the reasons, which some say the markets have priced in. To me at current levels SPQ appears cheap; certainly at lower levels then my average cost just above $.10. I continue to say that, "the profits are in the patiences." So I continue to wait....