Alright, so who will NOT end up with. Dony said this evening, maybe FWR. That woudl be cool, but at the moment, they are with the Cliffs camp. So to get to FWR, NOT has to go through Cliffs, or become part of the Cliffs camp, so to speak.

FNC is sitting and waiting it to play out. This leaves BMK, the least likely IMO. And therefore, possibly the most likely. A lot of the 'insti' investors are with both companies. Both companies have had the highest trading volumes in the ROF, over the past while. And BMK does have a very large land position in the ROF.

But still, BMK ? I think FWR is a better fit for NOT. But maybe NOT doesn't want to pay the price for them and instead, go it alone. After all, NOT is King of the Ring.

Clearly I'm confused. Don't know which scenario to place my bets on. There's good arguments for a few of the companies in the ROF, to be gobbled/partnered with NOT.

Now, if you need some good hearty laughs, read my post again (hah!)...errr, I mean, watch the movie "And Now For Something Completely Different" (Monty Python's Flying Circus).

strato