Clearly POLY has been getting pummelled by the current tensions with Russia and in Kazakhstan. Since its founding in 1998 it has tracked the price of gold almost perfectly … until now. The spread between the two has never been higher AND it pays an 8% dividend. The tensions will end (they always do) and when they do this stock will pop. BlackRock own 5% and what’s good enough for BlackRock is good enough for me.