I find it fascinating that the whole of the ROF (almost) has gone silent. Oh yes, a good news release from NOT but little at all from the others. Jim Voisin continues to talk up UC but its share price is sliding. KWG's Facebook presence, which seemed to signal another new way of communicating to shareholders, has basically gone mute. And queries by Stevie Ray to the KWG IR guy have not received a reply.

Something's going on. The ROF explorcos have all this stuff in the ground, they're drilling it, and yet we're not be getting any substantive data. I have to think that strategically the companies (Cliffs?) need to keep their competitors in the dark. In doing so, we're also in the dark.

Snug