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PodcastCompany InterviewsOctober 17, 2026

Gold M&A Shifts to Safer Jurisdictions as Gold Developers' Pool Shrinks

SSR's cheap, synergy-driven Roxmore buyout signals producers are racing to consolidate dwindling quality gold developers in safe jurisdictions.

  • SSR-Roxmore deal terms: SSR Mining will pay C$6.75/share cash plus SpinCo shares for Roxmore, valuing equity near US$464M, closing Q4 2026.
  • Converse asset specs: 5.2Moz indicated/inferred at ~0.5 g/t near SSR's Marigold mine; targeted 150-170koz/year output, first production 2033, capex US$800-900M.

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