Dave Erfle - Mining Stock M&A Analysis, Take-Unders vs Take-Overs
Dave Erfle, Editor of The Junior Miner Junky joins us to discuss a wide range of M&A activity in the reousre sector. A mega deal between BHP and Anglo American was recently announced, with smaller deals like a merger between Treasury Metals and Blackwolf Copper and Gold, McEwan Mining acquiring Timberline Resources, Contango Ore taking over HighGold Mining, and SilverCorp taking over Adventus Mining have all been announced in the last two weeks.
We ask Dave how he invests around M&A. Many of these transactions are being considered take-unders considering how much stock prices have dropped. We discuss the many reasons for any M&A deal and what the acquiring company needs to do to advance post transaction.
Click here to visit The Junior Miner Junky website to follow along with Dave - https://www.juniorminerjunky.com/
Timestamps
0:00 - M&A in metals equities, BHP bid for Anglo American
2:28 - Mid tiers taking over the juniors
4:38 - Are take-unders good for the sector?
5:59 - Different types of M&A, what to consider
7:25 - What follow up work post M&A transaction
9:26 - Caliber takeover of Marathon
10:46 - Opportunities in juniors with ounces and pounds in the ground
13:49 - Mergers of equals
16:32 - Why are all the PM stocks not benefiting?
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Listen to the podcast on our website: https://www.kereport.com/
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Follow us on social media:
🔗 https://twitter.com/TheKEReport
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.
Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.
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Managed by SmallCap Communications: https://smallcapcommunications.com
We ask Dave how he invests around M&A. Many of these transactions are being considered take-unders considering how much stock prices have dropped. We discuss the many reasons for any M&A deal and what the acquiring company needs to do to advance post transaction.
Click here to visit The Junior Miner Junky website to follow along with Dave - https://www.juniorminerjunky.com/
Timestamps
0:00 - M&A in metals equities, BHP bid for Anglo American
2:28 - Mid tiers taking over the juniors
4:38 - Are take-unders good for the sector?
5:59 - Different types of M&A, what to consider
7:25 - What follow up work post M&A transaction
9:26 - Caliber takeover of Marathon
10:46 - Opportunities in juniors with ounces and pounds in the ground
13:49 - Mergers of equals
16:32 - Why are all the PM stocks not benefiting?
.
.
Listen to the podcast on our website: https://www.kereport.com/
.
.
Follow us on social media:
🔗 https://twitter.com/TheKEReport
.
.
Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.
.
Managed by SmallCap Communications: https://smallcapcommunications.com
