Along with OLE, MIN, SGC, ADV, etc.? Actually I like Peter a lot, clairvoyant on gold and right on for the most part politically and re: social drift - perils of secular atheism, etc. But he's been off on stock-picking for a while now, and I suspect today's post probably has as much to do with lingering irritation with HDI for bumping him, as with the likely ultimate outcome here. I suspect NDM is right that the strategic argument, plus associated tax revenues and local employment arguments, will ultimately rule the day - as it should.