Anglo-Pac and KWG deal...Another significant player enters the ring. The more the merrier. We know Cliff's wants to be powdering rock by 2015, so the more players coming in now, the better. They need to tip over that old economy of scale, and break ground on the infrastructure development.
Time for the Provincials to make some commitments/ concessions/ business plans; though hopefully not quite in that exact order. Also time for BMK to get off the pot and realize some of the potential it has been claiming. It is ridiculous how cheap the ante has been for both Cliff's and AP.
Get the value back in the Ring and let's get this thing moving. Brutal I.R. and a weak track record do not a good investment make.