Recent Gold M&A in Australia - Big Premiums on Acquisitions, page-174

Totally agree - the aquisition sets up so many possibilities here

- if newmont take newcrest then they own 10% antipa which now if they partner fully with them as a JV and could allow them to self devleop a minyari mine itself as newmont have deep pockets

- newmont could just take up antipa and secure their huge acerage and expand their WA foothold

- if newmont want to sell telfer then Twiggy and his group are first in line to secure it as said in the above post and imo he will want to secrue the AZY partnership or acerage and take the land for himself

there are probably more scenarios but this is just off the top of my head

but with so much interest in the region and things heating up - AZY should get back to its true fair value imo which is multiples of where we are currently and then we can actually factor in minyari