RE:RE:RE:Recent M and A Just things I picked up reading between the lines. Building a mine is a huge undertaking. I don't think they're really interested. But, they have to move that way to maximize value.
One huge change is the deterioration of the Mexico situation. I don't think companies can put new money into that country until there's a new political regime. That makes US and Canadian assets in good states more attractive, despite the fact that we've got our own enviro fanatics.
I would expect to see more Canadian assets vacuumed up first, followed by US assets. Integra is attractive if only because Mexico and many other countries are in doubt.