chinese has competitors
posted on
May 28, 2010 01:56PM
I very much like the idea of a bid for noront. it would put a floor valuation. Not convinced wes would take it as he proports development. but the trend is to think Chinese. But as FNC may demonstrate, there are Asian competitors who are not to happy that China stealing potential resources. India Korea Taiwan Japan. some of these competitve companies have sniffed ROF recently, one of them was Posco. same source that leaked that also gave best advice, "hold tight." refering to summer fireworks. One wants and also regrets not having more involvement in recent spq prb kwg gains. however...hold ttight. I hope they are smart take thei gains and go here. clfs needs only one of spq and kwg. doubt bid will go up even if neil unifies them.