"Wonder if J.Dwek Mgt. is the big buyer today ??"

J Dwek Mgnt will not buy onto the market. Their Limited Partnerships only participates in Flow-Trough Sahres Offerings.

I recall that they have a good chunk of Shares and Warrants of KWG, they entered a few months (December of 2008?) before Cliffs got in with its massive investment, correct me if I'm wrong.

We are in that kind of zone now where we know something big is about to happen, and asking ourselves how we can take advantage of it. Should we increase our position in KWG? Are UC's RoF assets going to be involved? And what about Probe recent ride? And Fancamp? And is Noront's remaining chromite about to be traded? To who? Cliffs directly? If there were to be a merger between RoF corporations, who will be the players? Did Hudbay got into BMK's capital for pure investment purposes? Hmmmm... Are there some sleeping underdogs waiting to sky-rocket around, like, I don't know, ROF, or TME, or else the splitted-to-be-and-to-be-renamed TBM?

Question by the way: if you have 10 000$ to invest now in RoF-involved juniors, how would you split it? I tend to see a 50/50 KWG/UC split as good, in a short-term return view... But... Who knows, really?

GLTA.

BaBe.