For SQI holders I thought the Coffin brothers take on the Kinross buy was interesting....follows what Peter has been saying.

"The announced take over of Underworld by Kinross (see the update) also speaks to the potential boon coming. Kinross must have decided that waiting for the next few holes at Golden Saddle, which could add enough resource expansion to bring more bidders in, was not worth the risk. They are willing to pay full price for what is on the table now, and give UW a decent premium to market, even though not all of the detail they might want is laid out yet. In the process Kinross has made itself the most logical buyer for others who may be successful this summer in the White River region.

That is a theme that has played out a number of times recently, and that we expect to see continue. It has always been true that the most coveted discoveries are those that can open a producer to a new district scale potential. It’s getting tougher to find that kind of potential in comfortable jurisdictions."