Also doch: Analysten sehen mehrere mögliche Bieter für ein höheres Goldcorp-Angebot (u.a. Barrick, Agnico und weitere). Das wird spannend...
•From the other side of the deal, Macquarie's Michael Siperico upgrades GG to Outperform from Neutral because another potential bidder could emerge, saying the negative market reaction to the deal is "a classic case of missing the forest for the trees."
•Given that NEM is offering a 17% premium as GG shares trade near a historic low, Siperico thinks the price was low and that Barrick Gold (NYSE:GOLD), Agnico Eagles Mines (NYSE:AEM) and other gold companies could afford to pay more for GG and still gain value.
•"I’m nominally a fan of the deal," Siperico says. "I’m just saying I can see more compelling reasons for an interloper to come over the top. It’s a relatively slim premium."
seekingalpha.com/news/...-deal-analyst-foresees-rival-bidders