Kevin, the precious metal stocks are really taking a hit right now but everything indicates to me that this will turn around in a big way. Some stocks are lower than I thought that they would ever go, ie SRLM.
The idea that even the US is having trouble buying PM's should tell us something. Those coins that the US sells every year are a big money maker so when the demand is great and they still stop minting them it is for only one reason, the PM's are not available. Simple supply and demand economics. This looks to me like the lull before the storm.