I hear you Jaffa, so far ORS are playing a smart game, I don't think they need any luck, just the absence of bad luck.
Would be a spectacular time for first pour ann.
ORS is nearly 10% of my portfolio at current weighting (I would not recommend that to anyone else) could be a great story unfolding over the next few years.
Postion - seriously over-weight in near term PM producers.