Deal Fever: NST Dodges, LYC Deals

<p>Australia’s biggest gold deal is here, with Gold Fields locking Northern Star in its gaze.</p><p>There&#39;s so much to this story. We get into why this isn&#39;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.</p><p>Plus, Lynas strikes an all-scrip deal for Meteoric, and Robert Friedland delivers one of the great keynotes at Mining Forum Americas (MFA).</p><p>We cover:</p><ul><li><p>Gold Fields makes its move</p></li><li><p>Why NST rejected the proposal, the missing CEO voice and who&#39;s winning the media war</p></li><li><p>Could Agnico interlope, and is there a play for WA mid-tiers in a joint bid?</p></li><li><p>The US$4–5b synergy case</p></li><li><p>Highlights from Friedland&#39;s MFA classic</p></li><li><p>Key themes from MFA</p></li><li><p>Lynas buys Meteoric: the Caldera ionic clay project, a mystery suitor and a buy-side grilling on the deal call</p></li><li><p>The Qs that stumped LYC</p></li><li><p>Read-through for Viridis and the Brazilian ionic clay names</p></li></ul><p><br></p><p>……………  </p><p><strong>  </strong></p><p><strong>TIMESTAMPS  </strong></p><p>(00:50) Gold Fields&#39; Bid for Northern Star</p><p>(05:40) The Gold Road Playbook</p><p>(12:20) Northern Star&#39;s Response</p><p>(20:30) Could Agnico Eagle Step In?</p><p>(26:10) What Happens Next for Northern Star</p><p>(32:40) Robert Friedland&#39;s Keynote</p><p>(38:30) Lynas Buys Meteoric</p><p>(46:10) Who Was Lynas Talking To?</p><p>……………  </p><p>  </p><p>Join 19k+ subscribers to the <a href="https://www.moneyofmine.com/subscribe">⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>:one daily email with all the news that matters in mining  </p><p>……………  </p><p><strong>  </strong></p><p><strong>PARTNERS  </strong></p><p>Thank you to the mining services businesses that make this content possible:  </p><p>• <a href="https://www.rocktechnology.sandvik/en/products/ground-support/">⁠⁠⁠⁠⁠⁠⁠⁠<strong>Sandvik Ground Support</strong>⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> – The only ground supportyou’ll ever need</p><p>• <a href="https://www.titanrecruitment.com.au/contact">⁠⁠⁠⁠⁠⁠⁠⁠<strong>Titan Recruitment</strong>⁠⁠⁠⁠⁠⁠⁠⁠</a> – Specialists in engineering and technology recruitment</p><p>• <a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom">⁠⁠⁠⁠⁠⁠⁠⁠<strong>Focus by Marketech</strong>⁠⁠⁠⁠⁠⁠⁠⁠</a> – All your mining news and market needs in one powerful platform | <a href="https://marketech.com.au/focus?utm_source=partners