I did see this headline from Seeking Alpha in reference to...

I did see this headline from Seeking Alpha in reference to Newmont "Newmont surges to top of S&P after Q1 beat, strong asset sale interest." I didn't follow up by reading the article, but, again, "strong asset sale interest" points towards some possible renewed sector interest.
Somewhat coincidentally, part of my BGL holding was purchased with funds from selling Newcrest shares on market several weeks after Newmont announced their bid. I weighed the option of accepting Newmont's script or adding more BGL. I was also influenced by negative press at the time regarding Newcrest's air borne pollutants. I decided to wash my hands of them. Although Newmont is showing indications that the old adage that the biggest producers move first when gold runs is coming into effect, I believe BGL is ultimately in position to have much higher % gains.