I was thinking about tipping this too but thought it had already...

I was thinking about tipping this too but thought it had already run 20ish% in the last few weeks, now I’m leaning more towards your thinking especially if something big happens to vale.  If it has a big move and stays up I think all the buyback critics will be humbled as those shares bought back in the 3’s and low 4’s represent great use of the companies funds