Yesterday I posted some info and numbered it 1-5.

Here is #1, below, ...again.

(1) TORONTO, ONTARIO (November 27, 2007)- Noront Resources Ltd. ("Noront") (TSX VENTURE:NOT) is pleased to announce that it has entered into an agreement with J.P. Morgan Securities Inc., to assist the company in evaluating strategic alternatives to maximize shareholder value. JPMorgan will work along side co-advisor IBK Capital Corp. to develop strategies to unlock what Noront management and Board of Directors believe to be a significant unrecognized value in the company's stock price.

There was a comment of "

"Considering this was announced 4 years ago these clowns haven't done much to 'maximize shareholder value' of a 'significant unrecognized stock."

I don't agree with the comment. I will explain why. It will take some time but I am sure if you take the time to read this post ...your opinion might ..change.

First ...pay attention to the words Maximize shareholder value...develop strategies.

Does this mean take this stock under your wing and provide shareholders with a steady 50% return every year?

No. It does not mean this.

So., what does it mean. What does maximize shareholder value mean ...what does develop strategies mean??? What is JP Morgan doing? What have they been up to in 4 years when it comes to Noront??

If you look ONLY at the share price in 2007 and compare it to ...today's price and realize that 3 million tonnes of stuff in the ground turned into 20million and on top of that our 15 million tonnes of chromite is most likely 30 million tonnes after more drilling,...well you have to scratch your head. Where is the strategy??"Where is the maximization??What have JP Morgan done so far??Are these people useless clowns??

OR:

Are are they brilliant. How much is JP Morgan worth in Dollars? Did they get to where they are by being ...useless clowns? You've got devious sharp brilliant minds at JP MORGAN. ..Do not forget that for a minute.

Stop looking ONLY at the "CURRENT", share price ...and start thinking a bit bigger.

2008 was a stock market collapse. Do you think JP morgan had no inkling this was coming??

If you want to maximize value ...the first thing you do ..when you have an incredible discovery like this...Richard Nemis's words...bigger than Voisey...YOU PROTECT THE COMPANY FROM TAKEOVER AT CHEAP PRICES.

This is priority..This is #1. You do like Robert Friedland, Diamond Fields (VOISEY BAY), did. You take your, "holy shit file", and you show it to those you trust. Those that you can count on ..those that will be on your team. When and if you decide to sell the company it will be on your terms. The company will not be scooped away from you for peanuts!. You maximize the value. The company despite having a .2 NAV as compared to other juniors that have a .4 NAV...is still here. IF it was snatchable at this low market cap ...it would have been snatched ...long ago. It is still here..unlike Freewest and Spider Resources.

Next, you study the geology of what you have very carefully. You increase land package if warranted. There is more Noront Orange on the RIng of Fire Map AFTER 2007! By doing this you maximize your potential down the road. We have seen this done. More ORANGE ON MAP more land.

Next, you look at the fact there is no infrastructure. What do you do? Eagles nest can support the infrastructure! BUT, if you promote this to all levels of gov't and show them how to maximize this opportunity....you benefit by not being on the hook for ALL OF IT. You maximize the investment of Noront by lowering your costs. This is not a one year mine. Your scatching at 3% of your land mass resulted in 11 years of minelife...so far..

So, the gov't at all 3 levels looks at this discovery and goes WOW. This ROF is 4X the size of the Sudbury BASIN. What a timely discovery. Unemployment is high deficit is high.

AND look at this......

Look at the projection of supply demand for nickel....(also seen on the Noront AGM POWER POINT presentation on the website). Demand is expected to EXCEED supply starting in 2013. We need to start moving ....fast. ...let's capitalize on the opportuntity.

Look at all the gov't people assigned to the Ring of Fire "PRIORITY PROJECT". Do NOT TELL ME THIS IS A SIGNIFICANT UNRECOGNIZED STOCK. It's on the Ont Gov't website with it's own tab for pete's sake.

I proved to you that a world leader manufacturer of crushers in Shanghai has the Big Daddy chromite reference on their website. A manufacturer in Shanghai that supplies to the big guns like VAle, Rio Tinto, Xstrata. This Huge company SBM ...knows about the ROF? Really? The knowledge of this discovery stretches that far!

The ROF Is certainly NOT unrecognized. The people with money know about it. The people in politics know about it and are banking on this being the catalyst to pull Canada out of the recession.

But how did this all come about...All these "right" people having knowledge...someone's been workin' it.

I pay close attention to words that people say.

JP MORGAN talked about maximization and strategies. McGuinty uses the same words.

"I want to maximize the opportunities from the Ring of Fire. Samsung is crucial to the strategy. Crucial to what strategy? What does McGuinty mean by these words??

You have an aboriginal population being touted as the FASTEST growing population. AT the same time this population faces the highest unemployment. At the same time you have global warming and ice roads being affected by not staying frozen for the duration they used to...and so on and so on. How do you help these Canadians when you have a big deficit and increasing unemployment #'s which translates to ...less tax dollars to help??? What do you do?

Let's look at the Ring of Fire. The gov't originally stated.....There will be one corridor into the Ring of Fire. Cliffs, Noront, KWG....you guys have to get your heads together and come up with a single corridor idea.

Wrong.

The aborignals fought back and stated. NO WAY. The ROF impacts many of us. WE all want to have access to the jobs and opportunities coming. No one wants to be "cut off" because of lack of infrastructure.

So, it's going to cost more in infrastructure ...than you thought.

How do you pay? Where do you get the money? What is your business Plan?

Let's think about this for a moment. You are the fed & prov& municipal gov. You know you need billions in investment. You go to let's say the Chinese and borrow the money at agreed upon interest rate. THen what?

What is your plan after that?? Where is the flow chart??? Where is the Business plan showing that this all makes sense financially?? How do you maximize and reduce risk??

You know you are in the drivers seat as a country with bountiful natural resources in a politically stable LOW CARBON FOOTPRINT COUNTRY.

You realize that to maximize the opportunity....you have to reduce risk and think outside of the box a bit.

You put up billions of dollars in money for infrastructure and then in return stuff comes out of the ground....and then what....what is your return on investment??Did you cover your costs with your job creation tax revenue??

If you want to maximize you have to sign some deals. You have to find END USERS for the stuff coming out of the ground.

In walks Samsung. I've posted about this but there is more that I will detail..so you understand ..better.

Samsung will invest 7 billions dollars and open up 4 manufacturing facilities ...create lots of jobs. Where will they get the "consistent chromite sand for the foundry"??

Where will they get the reliable supply of materials needed to build components for these windmills?? Any ideas? You see regular stories of ...countries considering ban of exports for this and that? Did you wonder why ONTARIO WAS CHOSEN BY SAMSUNG????Are we the cheapest labour country to manufacture windmills for Ontario & the world?? No. But we have the resources my friends.

I know you are probably saying, You've already posted this...why bring it up ...again.

I will tell you why.

Pattern Energy Group did a joint Venture with Samsung for this Ontario deal.

The law firm Davies, Ward, Phillips Vineberg LLP handled the deal. The SAME LAW FIRM that has the client Baosteel. This same law firm also handled the buy in that Baosteel did with Noront.

Back to Pattern Energy Group. You should be asking yourself ...who are these people over at Pattern???? Pattern is owned by Riverside Holdings...a private equity group.

WHO is RIVERSIDE HOLDINGS. Who works there???? If you take a closer look......you see a lot of ex JP Morgan guys working over at Riverside. ARe you seeing some of the picture yet?? Still thinking JP is sitting on their arse doing nothing????

Read this link below again and read it in conjunction with the above.

http://english.cri.cn/6826/2011/11/15/189s667330.htm

Are you not seeing JP MORGAN , Baosteel, Siemens ...again?

Now I want you to think about the relationship between Baosteel and Bombardier (maker of planes and trains). Baosteel supplies the specialized materials Bombardier needs!.

Think of Toyota and electric cars. Google Mcguinty and electric cars. Think of who supplies much of the steel to Toyota. What about the Nickel Hydride batteries..Think outside of the box a bit.

I see a tremendous effort being done...I am seeing maximization to the point where I feel a bit giddy.

Have you not been looking at all the trips being made to CHINA. ALL LEVELS of Government, First Nations included. What do you think they are doing over there?????

Deals are being made.

If I do this, You do this. I pull stuff out of the ground , I refine it and you turn it into a useable something that I can make something out of ...then you buy the finished product from me. I own the resources..I will sell you the finished product.Do we have a deal? Think of this as a full circle of maximum opportunity that benefits so many.

This all takes time......................It takes thinking ....meetings...introductions.

Don't think for a minute that JP Morgan has been sitting on their asses. They want to maximize profits too!. I posted in the past that in their contracts they make MORE commissions if they create a bidding war during a buy out situation. Don't forget this.

The run when it comes...will be fierce...take the time to accumulate or hold and think for a minute just how big this is.

Also, keep something else in mind. Think of the 2 year downtrend...and yet if you go to the Noront website and look back at older corporate presentations you will see something interesting...Institutional ownership went up ...while Noront was trending down. Follow the smart money.

Do you think the fella's at Riverside Holdings PRIVATE equity firm own any NORONT.

My bet is YES.

Head up. Eyes Bright. Focus. Eyes on Prize... and Happy Thursday.