I am in full agreement.  In the MF’s area I only own NOT and PRB. To me the down side math on PRB does not add up BUT the upside adds up big time when you look at the risk reward :- 1)location, 2)technical’s, 3) financing, 4) shares outstanding, 5) JV’s, 6) Gold NS, 7) etc.

And probably the aspect that creates the greatest comfort is the fact that discussion about the stock is so artificially quiet! I.e. “the silence is deafening” I don’t think this will be true for much longer J