Next big dealRupert has about 4+ million ounces but just raised $50 million to give them about $70 million or more for more drilling, enviro studies, feasibility study, etc. I don't see them being in any hurry to do a deal, plus they already carry a very rich valuation for a company that's at least 3 years from production. (My estimate, and it could be more like 4).
Osisko also recently raised money for Windfall. These people operate on a totally different planetary system than what I know. I don't think they will be ready for a potential deal until they have every last ounce in the proven category. As they already have 160 kilometers of drill core completed, this could take a while. Pass.
Marathon has given new meaning to the idea of selling your shareholders down the river. They would probably embrace a takeunder deal just to be rid of clueless management, so mark it down as a possibility. Chance of making a reasonable return: low. Zillions of shares out.
Skeena has 4+ million ounces, a $605 million project in northern BC and a need for $200 million equity. This would make an obvious takeover candidate. Probably too obvious. Also, management is probably eye-balling the prospect of a solid decade or more of executive salaries.
Troilus has 8 million low grade ounces and the support of Quebec,Inc. Plus a lot of infrastructure at the doorstep. I think this could be the next logical takeover candidate but it could be that said Quebec, Inc has plans for this baby as a provincial (national) champion now that Iamgold is on last legs. Might complicate the story.
Artemis doesn't need the money. Control is locked up. No chance.
Am I missing anybody?