I think we're still in a bull market for commodities and the fact that we are pausing or correcting a bit is healthy.

Historically, there has been a bull market in commodities every 20 or 30 years.

Now that they've got their footprint in that area, they're starting to build on it.

The fact is the market went up a lot, and whenever there is a reason to take profits, people will take profits.

These commodity stocks, including the base metals, are still below their all-time highs, so I think they will play some catch-up here.

I think they're definitely looking for asset management companies in the U.S.. Certainly, they have a shareholder base that's confident of their ability to do a large acquisition without any hiccups.