4min chapter

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Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less

Value Hive Podcast

CHAPTER

The Rise of M&A in the Gold Space

Do you think in a higher inflationary cost environment that M&A and basically the shift from green field expansion to brown field expansion is going to make a big difference. Do you think that's just going to add a higher floor to kind of these takeout prices over time? I think that these guys learned a lot from the bust of 2011, 12, 13. You're not really seeing outside of a great bear these big acquisitions happening where a major is willing to spend billions on a company that just has the promise of ounces in the ground.

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