RE:The reality is"...mining men who buy other mining companies have a dismal track record."
Which is why you want to pay so much attention to their track record. KN's track record of acqusitions - first at First Quantum and then at First Majestic - leaves no doubt as to why he is such a legend in the industry.
One goal could be attributed to just being in the right place at the right time, but a second in the same game?...There are innumerable examples in business of serial success making ordinary entrepreneurs over-confident, reckless, and "off their game". But there's no reason to think that will be the case with Neumeyer.
If anybody can pull off a hat trick in this admittedly brutal and unforgiving industry, it's him.