CUB,
Cliffs had financial dealings with SXG last year to get its name on some leases. See SXG announcements Nov/Dec 2009.
Cliffs have done other deals in the Johnston Range and it will be interesting to see what moves are done before or after SXG's drilling in that locality.
I think these are worth holding and could even be interesting for SXGO options due to expire in December.
Cheers.