I hope that a move on any of VRX's neighbours would spark a gold rush. VRX would be cheaper with a proven target. SRI would be more expensive with more ground. I would also love it if OZ or Antofagasta decided to do some consolidation. Even if one of them just took a blocking stake, we would all be in the box seat.
I think that consolidation or JVs are inevitable with all the processing infrastructure there alone. Those plants will need ore to process before they know it.
One great thing about SFR is their speed. As soon as they decide they need the ground, they will move.
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