2nd forayBought some shares today, this is my 2nd attempt to pick a bottom with trevali, the first was in the .30s and obviously didn't work out so well. I agree the best term looks grim, but I think if you treat the investment at this point as an all or nothing option then you can still make the case that a confluence of factors could result in a big win. I don't think that is the most likely scenario, but at this price it is worth a shot at a big payout. I have to believe that treatment charges have peaked and will soon begin to nosedive like everything else . Furthermore while this slowdown will hit ZN demand I imagine it might hit supply to some extent also and if you put any stock in the warehouse numbers supplies are fairly tight. Anyway it seems to me TV has their house in reasonable order and are worth a roll of the dice down here.