let's bring in investment 's evan lucas -- investsmart's evan lucas.s is a theme you have been alluding to. how much further do they have to run in terms of the stock price given valuations are already, sort of, high -- is this a case where the expectations underwhelmed? evan: this is the question will find out about half hours time. most are giving two dollars, to as much as five dollars. they are still casing for question investors they idea around payouts. the fact of the payout ratio is 85% is pretty impressive, but the same time what was really key out of this, they were pushing: and copper numbers that were very good. petroleum numbers were slightly below expectations. all of that shows there are still very worried about the end of the appeared the biggest thing i read out of it is when you look at the forward expectations they clearly outline at the moment the market is incredibly elevated. they will hold through the first half of the year. they are watching the supply demand equation, china versus brazil, and they are sane one of those -- they