The following quote from Cliffs news release yesterday seems to be focusing on thier iron ore assets. I think they are appeasing sharholders by liquidating non core ZEN assets. Not a contradiction if you read between the lines , they are in no poistion to optmize Zen except with time, which they do not have. IMO
"Liquidation in today's iron ore and met coal pricing environment is not a strategy, and investors should be aware that Casablanca's proposals will forego significant value over time as prices recover. The better course is to optimize the assets in our portfolio, instead of disposing of them"