I hope you are right smitty. I sold a little bit in the last rally but am basically holding on for a lot more.
In the realm of intuition and hunch, I would feel a lot better of about CNE's takeover prospects if the Colombian government and the ELN were to undertake serious peace talks.
If I thought a military solution was feasible, I would be OK with that too. The armed forces can hurt the ELN but not eliminate them easily without incurring significant costs.
The ELN still have a stronghold in the Magdalena and after having gone to school (literally) have proven themselves rather adept at blowing up pipelines.