RE: I'm LostIf you take a look at the big picture you'll see that the world looks to be on the brink of financial collapse which means less economic activity which means less need for commodities.
If the above is true then many of those who are, or were, currently in commodity type stocks may be pulling their money out and putting it in safe haven type investments like physical gold or gold stocks or maybe even some currencies.
This would be especially true with commodity projects that are still years away from being productive.
There is also the forex aspect to consider.
Just a few thoughts on why this may not be preforming the way you hoped it would.