RE:Bargains ahead.I agree, there is a serious risk of a material drop in share price. That risk has increased,....add Ukraine and Taiwan on the political side. Is there a chance of a substantial increase in share price in the near term ? No,s bc even "breaking news" on any of Ivanhoe's projects (WF, Platreef..) will not change the overall institutional assessment of IVN; an assessment reflecting increased political risk based on the China affiliation (Taiwan, Russia, potential conflict with the EU) and the high political risk environment it operates in (DRC and SA). Bottom line: with none of these heavy (economic discount) factors changing in the foreseeable future (in a positive manner) you might consider liquidating a good portion of your long term investment and cashing in (keep a certain percentage in the IVN stock,....if a positive surprise happens,....you still get to enjoy the show). If you are a trader,.....well that is a different ball game. But if you are a longterm investor in Ivanhoe,...you gotta think very hard now. Just my view.