Let's look at them...

Barrick...just spent all the cash ( most) on rest of Cortez....maybe because they are large and are willing to use all shares for purchase

Goldcorp....maybe but has a full plate and still trying to absorb the high price they paid for Glamis...with Telfer who knows

Agnico...probably too expensive but still a possibility if their big holders can live with the dilution

Newmont....looking and in real need of more ounces ...just dumped Franco Nevada assets and ready for a big move....might buy Agnico instead

Yamana.....can't afford it....too much dilution

Anglo Ashanti....under water with 11 Million ounces still hedged

Anglo American....getting rid of gold interests

Kinross....too expensive for them

CVRD....after Xstrata in a bad way

Chinese Mineral Company....who knows

BHP....still after Rio Tinto

Rio Tinto......just dumped 40% of Cortez...not interested

Teck Cominco....after Fording Coal but a possibility

All IMHO