The excerpts you cited imply that the annual meeting is no longer scheduled for 5/13/14, else CLF would simply have re-iterated the date rather than saying that the date will be disclosed in CLF’s proxy materials yet to be furnished.
The rest of the disagreement is a matter of semantics with respect to the word indefinitely. Casablanca is technically correct that the postponement is indefinite insofar as CLF has not furnished a date.
In other words, my take is that Casablanca asked for a delay in the record date (but not the meeting date), and CLF responded by delaying both dates indefinitely.
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