Deal Fever: NST Dodges, LYC Deals

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.