Show Notes
Australia’s biggest gold deal is here, with Gold Fields locking Northern Star in its gaze. There's so much to this story. We get into why this isn't a rerun of Gold Road, what Gold Fields does next and whether an NST board mid-CEO transition has the backbone to go it alone. Plus, Lynas strikes an all-scrip deal for Meteoric, and Robert Friedland delivers one of the great keynotes at Mining Forum Americas (MFA). We cover: Gold Fields makes its move
Why NST rejected the proposal, the missing CEO voice and who's winning the media war
Could Agnico interlope, and is there a play for WA mid-tiers in a joint bid?
The US$4–5b synergy case
Highlights from Friedland's MFA classic
Key themes from MFA
Lynas buys Meteoric: the Caldera ionic clay project, a mystery suitor and a buy-side grilling on the deal call
The Qs that stumped LYC
Read-through for Viridis and the Brazilian ionic clay names
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TIMESTAMPS (00:50) Gold Fields' Bid for Northern Star (05:40) The Gold Road Playbook (12:20) Northern Star's Response (20:30) Could Agnico Eagle Step In? (26:10) What Happens Next for Northern Star (32:40) Robert Friedland's Keynote (38:30) Lynas Buys Meteoric (46:10) Who Was Lynas Talking To? ……………
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