Good article and finally one that argues for a bit of common sense. Nothing wrong with ZEN, Cliffs is a whole other story and their war with Casablanca is likely the root cause of all thier selling. It will also be interesting to see if they really want to sell out or just wanted to drop below the reporting limit to give themselves more flexibility with their own situation.
ZEN is still a great investment and now its just one that is cheap to get into again.