This is all very convenient timing. Frankly, it smells. The point made that a phone call about concerns seems too easy. This brings back the Streetsweeper timing episode. Now we have an overhang of supply due to the Cliffs sales and the threat of their rather large holding. Then this guy writes his concerns without checking via a simple phone call. It's too bad some highly regarded reputations are being tarnished.

Good posts Tidal and Rightwinger.