RE:RE:RE:Iron Orere-read the RBS report from June .. clearly andrew w attributed approx $2/sh to iron ore .. so, this likely explains it .. can they still make .90/1.00 per share for the full year in earnings? i think so .. these f--kr's should have communicated more effectively (again) re: the iron ore and cut this off .. they took a damn good quarter and f--cked it up by not thinking or communicating. groundhog day! that said .. i think they really tried on the call today. we are still in the same range we have been in for the entire year. when i think about the trajectory of the businesses, the crazy environment we have been in b/c of CV19 and likely FCF and cash accumulation over the next 12+ months .. my gut is telling me that this is a buying opportunity. i am still going to sleep on it. but, will likely add to my increasingly concentrated position.