I wouldn't put much emphasis on what Wall St. or Europe say about Noront or the Ring as a whole. They have fingers in too many pies to give much notice or attention to the Ring.

As Babiak says, fundamentals and/or concrete aspects are what should determine our perspective. She has done the research while the big boys from Wall St. probably just give it a cursory glance.

The metal is there while the infrastructure is not. Infrastructure will come, it is just a matter of time.

Cliffs and Boasteel are in because of necessity, but the big boys are just speculators like most of us. The big boys will wake up once the government makes the necessary announcement, which I am sure it will come.

But it will be too late for the big boys to get in on the ground floor.