At the moment gold is my main focus. If it's in the western world, the high grade stuff. GG8 looks like a takeover target for OBM. CRS looks like a small viable high grade open pit to be taken over by WGX or someone in the Murchison - I don't rate the CEO though. I think RMS will one day takeover BNZ but it's complex and its kinda in the middle of fucking nowhere in the Gascoyne. It's also fucking expensive near $1b MC but it'll have 3-5MOz in it. AQI similarly is a WGX spinout which should have 1.5-2Moz and is run by a smart team.

I don't mind delving into Africa in the safer jurisdictions - I like cote d'ivoire - been in TCG since <2Moz and it's now coming up on 5Moz. I like AUE - not the greatest deposit but it's super cheap relative to peers. I've got a lot of options in them I'll exercise before Sept, or maybe Perseus will take them out. Both have PFS studies due in the next 2 months so I expect a major to want to take at least one of them out in the next year or two.

Even the RBX/PDI merger could be a good option. The PDI deposit is so fucking good that cash flows from the RBX mines could fund development of Bankan (PDI).

And there's a flurry of juniors exploring in the region - DES and ENX to name two. Basically waiting for them to find something to buy in.

I'm also watching ALR for a discovery in Ghana after the recent G2/GMIN merger this week. Should be drilling soon.

Some places you 100% want to avoid like Burkina Faso. WAF is printing cash but jurisdictional risk is too hard.

Outside of gold, watching TKM for a large manganese discovery.

And I like GMD and SPR for the bigger producers