While you slept, China's biggest gold miner wired $1.2 billion to Kazakhstan.

And within the very same week over in Denver…

Royal Gold (RGLD) lobbed a US $3.5 billion all-stock bid for royalty peer Sandstorm Gold—paying a 17 percent premium to fold 80-plus producing streams under one roof.

NOTE: We featured Sandstorm as a takeout target in last month’s issue of Katusa’s Resource Opportunities.

The message is clear…

Capital isn’t picky about passports; it’s racing to lock up contracts that skim cash off every future ounce before $3,500 gold makes them pricier.

Bloomberg recent headline tells the real story…

Chinese gold producers are on the biggest acquisition spree in a decade, raising over $3 billion in Hong Kong with another $1.5 billion coming.

Why the feeding frenzy?

Simple math. At $3,500 gold, miners print about $2,100 per ounce in pure profit.

Chinese giants like Zijin Mining are sitting on war chests…

Because gold fundraising just hit levels not seen since 2016:

Goldman Sachs sees gold hitting $4,000. Central banks are hoarding.

And Chinese miners are deploying BILLIONS to lock up the best assets before prices explode higher.

Meanwhile, retail investors chase AI stocks while missing the biggest wealth transfer in commodities history.

I've identified two gold plays perfectly positioned for this acquisition wave:

OPPORTUNITY #1 is a forgotten mine where 3.5" floppy disks revealed millions in hidden value.

Remember these?

The company had boatloads of mining data and drill core samples that were stored on these disks decades ago – and forgotten.

I was given permission to take the disks and spent weeks finding the best software people in Vancouver to unlock the fragmented data.

This isn’t something unique. Time and time again, I’ve gone to historic producing mine sites and brought in new technology…

OPPORTUNITY #2 is a cash machine producing at 7X average grades.

The merger and acquisition mania has started, don’t get left behind. It’s exactly what giant Chinese mine buyers could be eyeing.

See my two urgent gold picks revealed before Monday.

Marin Katusa
Chairman, Katusa Research

P.S. Zijin's CEO just said: "There are more Chinese deals to come." Translation: The feeding frenzy has only just begun.

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