If we’re witnessing the start of a rotation of capital out of stocks and then potentially bonds into the precious metals space, early takeout via M&A of the better juniors might become a prudent strategy for the bigger miners.
100%
I’m guessing we both have a few names that we could recommend the big boys, with your list being a tad more credible than mine. ;-)
LOL thanks - the ones I have are much closer to get projects over the finish line. I was surprised by a deal this early in the project's de-risking.
I’m biasing towards the new-to-production sweet spot on the Lassonde Curve myself (did you see ES Gold today? 😎).
You’ve made an astute observation on the early stage acquisition. Things are heating up!
If we’re witnessing the start of a rotation of capital out of stocks and then potentially bonds into the precious metals space, early takeout via M&A of the better juniors might become a prudent strategy for the bigger miners.
100%
I’m guessing we both have a few names that we could recommend the big boys, with your list being a tad more credible than mine. ;-)
LOL thanks - the ones I have are much closer to get projects over the finish line. I was surprised by a deal this early in the project's de-risking.
I’m biasing towards the new-to-production sweet spot on the Lassonde Curve myself (did you see ES Gold today? 😎).
You’ve made an astute observation on the early stage acquisition. Things are heating up!