Thanks Peli,
Telling article. Similar came from Barrick last week. Increased M&A activity was the catalyst for the run after the 2006 consolidation/pullback that took the juniors to new hieghts. I suspect it will do the same this time and anticipate a run starting in late August that will be fast and furious taking the likes of TDC to record highs.
I'd be taking those sell orders that so many have off the table by then for certain :)