@KK - I have been looking at these firms for a PM play other than the gold & silver ETFs.
Fresnillo plc (LON: FRES) - For silver play in London - world's largest primary silver company and Mexico’s second largest gold producer.
Minera Frisco - Also looking at this Carlos Slim's spin off for silver/gold mining in Mexico.
Capital Gold (AMEX: CGC) - Gold miner - Mexico small cap
Gammon Gold (NYSE: GRS) - Gold miner - Mexico small cap
Argonaut Gold (TSX: AR) - Gold miner - Canadian small cap
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!