RE:Second quarter earningsI enjoy your analyses as I am sure others here do. I think you should check with Steve about your provisional pricing assumptions- it is much more complicated than that. To start, each months sales are priced on the monthly average. Then, as you state, there can be an end of quarter adjustment, and in addition, and importantly, the timing of the smeltering can affect it as well. Steve indicates there may be other variables in addition, so who knows?? Oh, and I forgot- time of shipping makes another variable. So basically, we just have to hope Glencore isn’t screwing us toooo much.