#81 - Digging for Dollars #12 Simon Marcotte on Takeovers & Strategy | Quebec Gold M&A Is Heating Up

This week on Digging for Dollars, Cejay Kim and Mat Wilson break down the latest in Quebec gold consolidation, as Probe is acquired by Fresnillo — adding 10 million ounces and fueling the district-scale “hub-and-spoke” model in Val-d’Or. They debate valuation, premiums, break fees, and the tax math behind cash-only deals.Then they welcome Simon Marcotte, former CEO of Northern Superior, fresh off a ~$375M sale to IAMGOLD. Simon shares the playbook behind repeated exits, how to structure companies for takeovers, and why Canada — especially Quebec and Ontario — is now the most strategic gold jurisdiction in the world.0:00 – Quebec gold M&A continues: Probe–Fresnillo & district consolidation 3:48 – Deal mechanics: premiums, tax rollover & cash vs shares 11:04 – Guest intro: Simon Marcotte on Northern Superior’s sale 15:29 – How to build for exits: buyers, teams & timing 24:56 – Majors need ounces: reserve depletion & a new M&A cycle 29:28 – Dig This Deal: Westhaven, AuMega Metals, AmexCompanies Mentioned: IAMGOLD CORPORATION - $IMGMines D'or Orbec Inc. - $BLUENorthern Superior Resources Inc. - $SUPFRESNILLO PLC - $FNLPFRadisson Mining Resources Inc. - $RDSTROILUS GOLD CORP. - $TLGCartier Resources Inc. - $ECRAmex Exploration Inc. - $AMXWALLBRIDGE MINING COMPANY LIMITED - $WMLITHIUM AMERICAS CORP. - $LACWesthaven Gold Corp. - $WHNAuMega Metals Ltd - $AUMAGNICO EAGLE MINES LIMITED - $AEMTRANSALTA CORPORATION - $TANorthIsle Copper and Gold Inc. - $NCX--------------------------------------This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

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