My thoughts are
Alaska and Bolivia loss's are already factored into the CDE price. these problems have been known by CDE holders for a long time now hence the 12 month lows.
There is no reason why 12 month highs cant be reached with BSG/PJO joining the fold now.
As for the Yanks not knowing a good deal if they fell over it
checkout the yank stock forum on CDE - they think CDE is paying too much!