First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market.
We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone by.
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(0:00:00)Introduction
(0:01:49)Kenmare rejects 93% premium
(0:13:53)Will Rio do mineral sands M&A?
(0:26:02)Is Sovereign Metals a target
(0:37:20)The best visible gold announcements ever