Cleveland Cliffs Inc (CLF)

[greasemonkeyshoes]

it is hard to argue based on the positives or perceived positives only......
pushing the project to be finished before year end has its risk,just may be a bit more than LC can chew.I hope he realizes the risk and have a "relief valve",or he may go to retirement with a going away present of a big whimper.

ps-LC his behavior of taking things personal,that may challenge his control,can be the black swan event,as things are more and more out of his control.His explanation of dividend cut,specially the unnecessary remarks of the un-devoted investors,during 2 CC ago,are not a good sign.This latest CC,he sounded more like a salesman than ever before.A very bad sign.
or
any major acquisition,requires at least 2+ years to make it work and expect a bunch of hiccups along the way.It was always the last 1% completion that pull you back/down: expect the unexpected or un-expectable(Laurence Livermore).