True could be lots of things, DEG just needs to go higher when you look at Novo, DEG are 21 times lower than them and Novo have 50% of purdys while DEG own our property.
Could also be people waking upto the fact if you want on this conglomerate train your real choices are limited outside of Novo/ARV.
Alot of shit out there right now, but maps don't lie you if want in there are few players with the correct ground to find nuggets and KAI/DEG are the only two with large scale exposure to immediate discovery.
Overview of Pilbara Gold Scene, page-53
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