I have been reading through all of the discussion on Windfall. I have no idea what will happen, but I did find the post by Highgrader to be quite interesting.
I would suspect that if there is going to be any spilt of the company's assets into seperate companies, which is something that I think many of us have been hoping for and predicting for quite some time now, that Noront would retain the RoF properties.
The 'Noront' brand is associated with the RoF - this is how Noront has become famous, so I think it would highly confusing to investors, and damaging to the PR campaign, which is being conducted under 'Noront', to put these properties in a company with another name.
Windfall and the other properties are still relatively unknown, so I would suspect that it makes more sense that these properties would find a new home, and not the RoF portfolio, if that is what is going to happen.
Another thing note is that we know that Noront execs were down at the Denver gold show talking with people that they would not otherwise have known to talk to were it not for guidance or input of JP Morgan. I have always supected that Noront's presence at this gold show, effectively with guidance or influence from JPM, was to market the Windfall project to potential large investors, JV partners, or buyers.
Regards,
B.