Share price isn't moving because there is one HUGE difference between ore in the ground and ore on the table for sale. That difference is mining, something that URI does not have the capability to do at present (or in the foreseeable future). THAT's why the price isn't moving. Once the company announces that mining operations have begun full bore at all sites --- and there is visible evidence to back that up --- investors will scoop up these shares.
At present, there is no evidence that URI will EVER begin mining operations on a large scale.
The main concern KMM investors have is the low mortgage interest rates that will continue well into 2015. It's those rates that set the interest rates that banks and other financial institutions pay their investors. That also sets the bond market interest rates --- the bonds that KMM buys as their current holdings mature. Thus, KMM will continue to buy corporate and government bonds whose interest rate is much lower than KMM's maturing bonds.
What that all means is that KMM's bond income from interest payments will continue to fall, resulting in further dividend cuts. It's unlikely, given KMM's excellent dividend payment record prior to this cut (it's first ever), that KMM would have had to cut the dividend if the low mortgage interest rates had lasted only a short time (a year or less). But, this lengthy low interest rate period of almost 3 years has been to hard a hit for KMM to absorb; thus the cut in its dividend. Expect more cuts and invest accordingly.
I, for one, am steering clear of KMM until mortgage interest rates start climbing again (probably sometime in 2015). That said, KMM is STILL on my tracking radar to watch and re-enter my investment when the time comes.