CLF—Your argument is well articulated; however, I currently plan to vote for Casablanca for the simple reason that they have a better chance to boost the share price significantly in the short-to-medium term.
Casablanca makes a good point in its SEC filings today: CLF is improperly perceived by the investment community as a company that is unduly dependent on China and the seaborne price of iron ore. Correcting this misperception will require deeds rather than words, IMO, and Casablanca’s plan addresses this problem via the formation of an MLP for the US business.
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