RE:Question for Kinross Longs (If there any out there :)In an interrview with the CEO of Sibanye Stillwater, a $20B market cap is the key. To get there, some consolidation/merging needs to occur. SBSW approached KGC it seems but KGC rejected the overture. SBSW has also floated combining with Gold Fields and Anglogold Ashanti...also found no interest.
As you suggest, just a matter of time and who the players/combinations will be.