DROOY Durban Deep- Best S. African Mine Message Board

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Gold/Mining/Energy : DROOY Durban Deep- Best S. African Mine

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To: baystock who wrote (530)	6/23/2000 12:24:00 AM
From: Dale Schwartzenhauer	Read Replies (1) of 851

Ram: with the latest mergers announced (Gold Fields & Franco Nevada) and (Newmont & Battle Mt), who do you think will be next? I can't see Barrick sitting still for long while the industry consolidates. I expect they might make a play for Placer; Homestake is another old name that may disappear, or do some acquiring of their own. IF HM goes shopping, the top names might include GLG, AEM, or maybe BGO. Or do you think another US/SA alliance will occur? Any chance someone might make a play for Harmony or DRD? If so, which suitors are the most likely? Doesn't ASL have some appeal, either to another African miner or a larger Int'l firm? Any opinion on Benguet (BE), now waiting to list on the BB? Your thoughts please. Dale

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