PatienceYou need it right now in view of how sadly mly has been performing compared to the performance of some of the fund's holdings. I suspect some mly shareholders have been dumping it in order to own MOL, TCM and ROK outright? The way I view it, there is great value here and eventually we will see an equilibrium in the form of trading a lot closer to NAV and perhaps one day, surpass it. Everything's going right but there is still something great to be said about diversification amongst many companies (but in the moly sector of course!).