I have mentioned in the past that the substantial shareholding...

I have mentioned in the past that the substantial shareholding in Shaw river puts AGO in the position of being involved in multiple metals. With DF also being involved with the IPO for a gold explorer as well we may see them be slowly introduced to the AGO fold (however i think this is very long off or very unlikely personally but it could happen). As ive stated elsewhere id like to see AGO pick up one or two more merges after WRK. Looking at the large juniors you have BCI in a 50% jv with FMG (likely to be swollowed by FMG), FerrAus involved with CRM so susbtaintial chinese blocking stake (also was involved with a Nickle jv with BHP if memory serves), UMC being swollowed by BHP and BRM who's current allegience is unknown to me but i do know that current management is trying to get the flag ship project into production and is not interested in a take over, however they may be a good merger target for AGO?