A lot depends on who is going to be in the break. The one guy that has to be there is Purito, as otherwise he can say goodbye to the polka jersey for good. Saxo Bank will be riding for Majka (both for the stage and for the polka dots), so either he'll be in the break (quite likely with another Saxo guy) or Saxo will chase. I'll take the first option. Purito takes the first couple of climbs, but Rafał goes off into the distance and survives well enough on the final climb to extend his lead in the competition.
In addition there will be the traditional stage hunters. The most keen to be there will be Sky (most likely Thomas or Nieve, but let's be honest, neither of them has a chance of winning), Europcar (but on a stage like this, it may well be to set up an attack from Rolland, depending on the state of the race, I'd say on the penultimate climb) and the wild card teams (will Feillu be there?)
Many of the GC guys will want a guy up the road, particularly Movistar, Ag2R and FDJ. If Movistar are as strong as they looked today, Nibali may well be isolated on the penultimate climb. The stage has the potential to be epic.
However, (party pooping now
) those around him will be more worn out and given the terrain, the Shark will be able to look after himself. In addition, I suspect that no-one one believes that Nibali can be beaten and the big GC battle will be for 2nd place. Since the gaps aren't that big, the guys looking to podium will be either waiting for the final climb to attack (most likely Pinot, Peraud) or trying to hold on (TJ). In the end, Valverde will probably be defending his position and Nibali controlling.
Conclusion: If the winner comes from the break, Majka
Otherwise: Main candidates: Pinot, Nibali, Peraud. (I'd say in that order)
I'll go for Majka to win and take a bigger lead in the mountains competition.
In addition there will be the traditional stage hunters. The most keen to be there will be Sky (most likely Thomas or Nieve, but let's be honest, neither of them has a chance of winning), Europcar (but on a stage like this, it may well be to set up an attack from Rolland, depending on the state of the race, I'd say on the penultimate climb) and the wild card teams (will Feillu be there?)
Many of the GC guys will want a guy up the road, particularly Movistar, Ag2R and FDJ. If Movistar are as strong as they looked today, Nibali may well be isolated on the penultimate climb. The stage has the potential to be epic.
However, (party pooping now
Conclusion: If the winner comes from the break, Majka
Otherwise: Main candidates: Pinot, Nibali, Peraud. (I'd say in that order)
I'll go for Majka to win and take a bigger lead in the mountains competition.