Went overweight again in ORE as I did when it dropped into the...

Went overweight again in ORE as I did when it dropped into the high 3's then back over 4 to reduce again. So I will reduce with a nice gain again I hope, while still holding a core parcel.  The shorters present so many opportunities.  I like so much about ORE: low cost prod; opportunity for gains through plant improvements; good resource; early mover; good management (really like the style hope the Spanish guy maintains it); focus on long term rather than st incentives. Only thing stops me from holding more is single site nature and location and associated risks including surprise taxes.