This all area is hot because of this news:
http://www.reuters.com/article/idAFN2323994820100323?rpc=44
Look at just some few players in this area: VALE, X, ANR, CLF, CLM, they are all up and will go up fo next few months. That is reality for 2010. Iron Ore prices are something that you should look this Year. Also expect to see more ineterests in Junior area and also KWG and SPQ, SPQ can be bought out together with KWG. This all what is happening with Iron Ore for this year bodes well for both players.
Good luck and for great Year!