Another great post.
"20% of KWG is quite a slice, dont get it wrong: there is something burning under there)."
Cliffs/KWG is ceratinly looking good...great assays/news on Big Daddy...RR underway etc
Spider will likely be the next target for Cliffs/KWG.
"Mac is about to be forced out from the dancing floor. Mac seems to be a good dancer, but Wes and friends ought to act now if they want to keep dancin' a litlle while."
Don't be so quick to count Mac out. First, this deal is a long way from closed. Second Mac will be appointed to other boards including FNC. Also Nemis may want him on his new venture. And clearly Cliffs would jump at a chance to have Mac involved with their RoF activities.
"ROF is a huge playground. We only begin to realize how big it can be."
This is the understatement of the century.
Comparing this to Sudbury that has been in play for plus 100 years, the RoF cord (can't spell that word) is just being cut. Drilling has just begun. They tell me that 160 holes were drilled before they discovered the ovoid at Voisey's Bay. FNX just discovered a rich deposit in the footwall at Levack. Xstrata is just starting up Nickel Rim Mine that was only discovered a few years ago.
Also the RoF has a wider array of mineralization including chromium and nickel. The gold has yet to be drilled but many geologists believe it is a matter of time. Hoov believes that there are rich reserves of PGE's yet to be announced. And of course there is the Vanadium.
This fall will likely see a major change in the amount of mineralization discovered. Tribute and UC are both drilling on some very prospective targets. I will be very surprised if one or both do not announce some huge discoveries. Stay tuned.
"I predict the next 24 months to be intense for the boys at wheel. Neil and Frank seem quiet in these days. They are rehearsing the play, I guess, being probably the next performers on stage..."
Interesting prediction but my money is on Jim Voisin and Ian Broadie-Brown.
Gotta get going to the AGM. Hold your breath...it will be ineteresting.
SN
