Cash piles
In a year's time, EDV will have a very strong balance sheet. It raises the question of whether the $200 million equity infusion from the Sawazri (sp?) family is really necessary?
There's a lot of excess cash piling up elsewhere, too. Centerra Gold backed out of the Premier deal just recently. Not because they were short of cash. Was just looking at SSR Mining: they're pretty flush, too, and getting more so by the day. I'm sure there are plenty of other examples.
One of tthese days we're gonna wake up and discover a bidding war has broken out for Skeena (about 5 million ounces) or even Sabina (9.2 million and counting) or 3 or 4 Ozzies you've never heard of. Tietto, anyone?