Have recent mining M&A deals delivered value to stakeholders?

Overview:

First it was Randgold and Barrick. Then Newmont and Goldcorp; and it was nearly Barrick and Newmont. But has M&A delivered value? In which areas can we expect more M&A over the next year? And how can you capitalise on the opportunities?

  • Has recent M&A been good for the companies involved?
  • More importantly have the recent M&A’s been good for shareholders?
  • Has the consolidation brought in a new raft of generalist investors due to large market caps?
  • Are M&A’s best? Or should we look to JV's?
  • How will these new mega-miners change the dynamic of the mining industry?
  • Where next for M&A?