I feel that ZFX has enough about AGM, too much trouble, might have too little gain.
So who could be next?
WSA: Very likely, producer with huge resource and exploration upside, only If Steeter want to sell
ALB: In Africa, Jinchuan as shareholder, might repeat the similar fight;
MBN: Big resources, Inco on registry;
MCR, very profitable producers like JBM, enough reserve and resource, with a lot of exploration potential
SMY, Not much resources, average exploration potential
IGO, too expensive for nickel asset only
MRE, HRR, different kind of animal.
I guess most sensible targets are MCR and WSA. Well, ZFX might see something I cannot.
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