We are back with another segment on merger and acquisition transactions within the mining stocks. Big news broke Sunday evening in North America that two of my larger weighted gold positions, Equinox Gold and Calibre Mining, are tying the knot in a zero-premium merger-of-equals transaction. These are 2 companies we’ve discussed a number of times in this Substack channel, and 2 very visible companies in the gold producer space.

There are lots of ideas to unpack on this specific deal, in addition to what this type of transaction may portend for future M&A trends in the larger mining sector.

So, let’s get into it….

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