Miner merger Mondays return heading into conference season

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Miner merger Mondays return heading into conference season

As expected in this space last week, the announcement of gold mining behemoth Newmont Gold’s attempt to acquire Newcrest Mining Ltd. , the 6th largest bullion miner, has spurned more miner M&A for a second consecutive Monday.

Canadian mid-tier gold miner B2Gold Corp. has agreed to acquire Canadian developer Sabina Gold & Silver in an all-stock deal worth C$1.1 billion . As per the agreed terms, B2Gold will issue 0.3867 of a common share for each Sabina common share held, at C$1.87 per Sabina Share on a fully diluted basis. The consideration marks a 45% premium to the 20-day volume weighted average prices of B2Gold and Sabina each, as of 10 February 2023, on the TSX.

Then on Thursday, Newcrest Mining formally rejected Newmont Corp’s $16.9 billion bid. But the senior gold miner left the door open for a better offer, as the company logged profit announced this week that surged past analyst expectations and paid out a special dividend. Newcrest stated its board had unanimously determined to reject the proposal, which it said did not offer sufficient value to shareholders, but also mentioned it would open its books for the world’s largest gold miner.

Although the company has drilled out the Tiger deposit to the tune of 4.5 million tonnes grading 3.19 grams gold per tonne for 464,000 oz. in the measured and indicated categories at Rau, the junior has plenty of company on board the S.S. Depressed Junior at present. As producers are struggling with higher operating costs, declining output, and harder-to-mine resources while new deposits are more difficult to find, M&A will be a topic of conversation among industry executives during the upcoming conference season beginning at the end of the month.

 

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