yep that was me been sitting on a fair chunk for a few years & decided i would use it instead of cash to finish off a project & sold 2011 reciepted stuff to claim a capital loss so double use for me .
I did a similar thing. Sold PMs and bought heaps of shares (mostly mining), and so far the shares are doing better than the PMs would have.
I have been buying some silver but also playing around with FX the dollar is sitting nicely right now who knows how long that will last
The amount how far PM mining shares fell I think there would be quite a few of us stackers currently buying miners over physical PMs. But unlike you I would never sell my PMs to buy miners!
Sammy just sold a pile of gold in the sales forum at spot in 10 minutes !! http://forums.silverstackers.com/topic-82422-wts-gold-at-spot.html