This is where we are in the Mining Investment Cycle with Hedley Widdup

We’ve got a great interview to share today with investor Hedley Widdup.

Hedley shares with us his move from being a geologist to a natural resource fund manager, where we’re at in the mineral exploration investment cycle, what the temperature is for various commodities, things he looks out for in juniors and plenty, plenty more.

Enjoy the wide-ranging chat with Hedley Widdup!

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

Thank you to our Podcast Partners:

Terra Capital – Specialist Investment manager in the natural resources sector

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more

JP Search – Recruitment specialists for the financial world

K-Drill – Safe, reliable, and productive surface RC drilling

Topdrill – Drilling into the future

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Chapters:

(0:00) Preview

(1:09) Introduction

(4:34) Background on Hedley

(9:09) What is the Mining Clock?

(11:40) Where are we in the current mining cycle?

(12:52) Investing counter-cyclically in mining

(14:52) Lessons from previous cycles

(26:07) Consolidation across the resources sector

(28:18) Where Lion Selection Group is looking for investments

(30:01) The Future of Lion

(34:45) Hedley’s thoughts on different commodities

(37:13) The current portfolio

(1:00:38) Under-rated vs Over-rated