Agnico Eagle CEO Says Newmont-Goldcorp Deal Makes Sense

The video discusses the return of mergers and acquisitions (M&A) in the gold industry, highlighting the expected market consolidation due to an excess of companies and limited high-quality opportunities. It examines the pricing and premiums of recent M&A deals, particularly focusing on Newmont's strategic management and asset restructuring. The discussion emphasizes the competence of Newmont's management in optimizing their portfolio and capital allocation.

How does the speaker view the potential for consolidation in the gold industry?

What is expected from Newmont in terms of asset management?