The End of an Era?

The mining matchmaker Mick Davis closed his fund that was supposed to be a big thing in mining, with not one single deal made. He seems a bit bitter that everyone's too busy returning cash to shareholders. But just the other day Sibanye bought Lonmin, so there's still space for M&As as the industry recovers. 

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What happened with this? I'm not aware of this, or the commodities he was targeting. 

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