For those that have not noticed the ROF situation has changed in the past week. Quoting pre-acquisition reports (of the Cliif assets) from last fall that are focused on how KWG was going to get the ROF into production and that ignore NOT having a dominant position in the ROF chromite doesn't reflect the current situation. The material from KWG is a KWG solution that focuses on them. Everything KWG pitches focuses on NS and keeping Marten Falls and Aeroland happy. You might note that KWG did not do a joint bid for the Cliff Assets with the five southern FNs. So what we have repeated as 'news' is a KWG solution that they have not been able to bring to realization. Great for them if they can make it happen but it hasn't.

I personally hope that NOT has been using this time between the first ‘purchase’ announcement to hammer out a deal with the northern players. I don't for a minute believe that Marten Falls talks for all Mattawa FN. It’s pretty clear that Marten Falls is prepared to do whatever it thinks is best for Marten Falls with everyone else as a side show and KWG was clearly catering to that.I’m hopeful, but have no proof, that the northern FNs are moving ahead with NOT.

… Been There