Golden Minerals Company

Folks, here is some more insult to injury for AUM investors.. What are the real facts? The information presented below seems quite plausible if not downright more likely than the pundits we have been following talking about extremely tight supply and assertions that Silver has been in "deficit" supply for years and industry growth is somehow getting by on scrap/recycle. The smell test is really making me uncomfortable with my "both feet in" and "Higher Silver Prices are Inevitable" convictions. Would greatly appreciate any constructive feedback.

http://seekingalpha.com/article/1469511-why-invest-in-silver-miners?source=yahoo