Deal Fever: NST Dodges, LYC Deals

Australia’s biggest gold deal is here, with Gold Fields locking Northern Star in its gaze.
There's so much to this story. We get into why this isn't a rerun of Gold Road, what Gold Fields does next and whether an NST board mid-CEO transition has the backbone to go it alone.
Plus, Lynas strikes an all-scrip deal for Meteoric, and Robert Friedland delivers one of the great keynotes at Mining Forum Americas (MFA).
We cover:
Gold Fields makes its move

Why NST rejected the proposal, the missing CEO voice and who's winning the media war

Could Agnico interlope, and is there a play for WA mid-tiers in a joint bid?

The US$4–5b synergy case

Highlights from Friedland's MFA classic

Key themes from MFA

Lynas buys Meteoric: the Caldera ionic clay project, a mystery suitor and a buy-side grilling on the deal call

The Qs that stumped LYC

Read-through for Viridis and the Brazilian ionic clay names

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TIMESTAMPS
(00:50) Gold Fields' Bid for Northern Star
(05:40) The Gold Road Playbook
(12:20) Northern Star's Response
(20:30) Could Agnico Eagle Step In?
(26:10) What Happens Next for Northern Star
(32:40) Robert Friedland's Keynote
(38:30) Lynas Buys Meteoric
(46:10) Who Was Lynas Talking To?
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