Porky, the moly prices have collapsed. Read my previous post two posts back. IMO three factors must kick in to move these metal markets. Inflation, continuation of the BRIC boom and the rebuilding of the USA infra-structure. Credit will free up once greed again replaces fear and mistrust. Till then, this is what the bottom or near bottom looks like if your company can survive the storm. I think a few more shoes will drop ie: credit card debt, banks.