Hi sg
You mentioned the following.....
We should also continue to hound Xstrata and Vale to get them involved in ROF.
I think you may want to count out Vale on this one, they have their hands full with the Strike in Sudbury, Voisy Bay and Port Colburne.
Plus they just made the following anouncement this morning..Vale to pay $3.8 bln for Bunge fertilizer assets.
I could be wrong hear, but I think Cliffs will be a take out target in the future, once everthing is up and running, meaning mine, railroad, smelter and customers for the product.
Just my thoughts.
......RL