A sound and thoughtful argument rj. I think it has a lot of merit and the proof in the pudding will be whether mgmt actually releases results prior to the end of their term. It's all Cliffs if any excuse, (lame or legit.) rears it's ugly head. I'm on the fence, as the Dec. NR explaining the start delay stated they would still release results 'well before the end of their term', but in this last release did not re-affirm that. Mind you it said nothing at all on the topic, so we can take it how ever we like. I'm hoping for release well before end of term.
Life without Cliffs could be a reality, or at least without Cliffs as the local bully. Lots is going on in the Rof for sure. Imo, KWG is feeling support from other Rof players, I mean there are many long standing relationships, JV's, argeements, and even disagreements that tie them together. I see a team Rof existing and many of you know the ins and outs of these far better than I. Call me what you will but maybe its a national kinds thing going on. So yeah, life without an alpha Cliffs, sure its possible.
Regards