Nice to see some posting over here, ex-FWR guys I'm sure.

I have been keeping an eye on CLF for a few months, and bought and sold some, made a bit, and shall buy again. I sold all my FWR, rather than lose a bit by taking the direct swap, as the price is presently below the level used to set the exchange ratio.

I expect the SP to go up again, as the steel market generally is coming back to life, and CLF does a fair bit of business outside of America, in fast-growing markets.

With the chromite, this company is set for growth.