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
……………
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?
……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining
……………
PARTNERS
Thank you to the mining services businesses that make this content possible:
• Sandvik Ground Support – The only ground supportyou’ll ever need
• Titan Recruitment – Specialists in engineering and technology recruitment
• Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
• SS&C Intralinks – Powering deals with unmatched security and efficiency
• Exceed Capital – Diversify your portfolio with Exceed’s property trusts
……………
FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: gc@moneyofmine.com
……………
DISCLAIMER
All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.