Hebe your position is like mine. I have shares in both and see things the same way. I hope the rail road ROW and the NSR will help to keep the value in KWG even if Cliffs buys out SPQ.
There is good reason for Cliffs to tackle Spider and get it out of the way. Would not come as a surprise to me. I just want more money!!
Good chance it's a new name though.
With luck we'll know after the close.