Catalyst?
There was an article in the Globe & Mail late last year or early this that raised the possibility of a merger/split up in order to address the K discount.
K has assets in unpopular places like Africa and Russia. Mind you, so does B2 but they have a cult following the CEO. Endeavour also suffers an African discount, but is trying to escape that by listing in London where the audience is a lot friendlier to assets in places you wouldn't want to visit.
There's some thought that K might follow, depending on success for Endeavour. My solution would see a merger with Gold Fields then splitting up with the African and Russian assets being listed in London, and the Americas/Aussie assets in a new co. with a primary listing in NY.