What do you make of the Kumba Iron Ore statement yesterday? In my mind it is a threat, pay up they are saying to Arcelor Mittal, or ship out. There is a sentence that makes it absolutely clear what they think of the steel makers response That statement is incorrect. And the last line of the announcement is telling On the contrary, SIOC has advised ArcelorMittal that should the parties not come to a firm agreement on an interim pricing mechanism in the near future, SIOC will review the basis upon which it will continue to supply iron ore to ArcelorMittal. Pay up or iron ore supply could be diverted. Simple. Ball back in your court.