I've made a lot of money follwoing the advice of Rick Rule generally

Here's a recent interview where he comments for a few minutes on the EDV/TGZ Merger

starts about the 5:18 mark.

https://youtu.be/2-tH5dX0D38

Salient points:

"This is a case where 5+1 = 7"

"G&A reductions of $ 60-$70M.  It's like a small mine that never depletes"

"Lundins proved that merging lowers your cost of capital"

"enthusiastic about Africa"

" I like this merger from every angle"