Hi Thistime , my take on all of this is KWG,NOT,FWR,SPQ will all be winners when this is all said & done imo . I think Cliffs will continue to buy as much of the ROF as they can get there hands on . I also think other Major's will be a big factor in all of this . As to whom will get the biggest piece of the pie , i hope we see a bidding war for all of the ROF properties .
Bmk i think will sell there rof holdings as it looks like they have moved on to a different property for the time being .
KWG : has a good upperhand with Cliffs buyin for sure , definate WIN WIN .
NOT : is playing there HAND , secret but i think a BIG WINNER in the end .
FWR : i like there management style very much , great properties, huge potential .
SPQ : great potential , with PP monies .
I think possible mergers can be a good thing , KWG has a lot of clout with Cliffs involvment .
It will be interesting how this all plays out .
This is all imo , not investment advice .
GLTA Gramps