Hedley Widdup from Lion Selection Group joins The Rules of Investing to discuss why the resources cycle may still be in its early stages, the outlook for gold and copper, and where he is finding opportunities among Australian micro-cap miners. In this episode: Why the mining cycle may still be early What the Lion Clock says about the current resources market Why gold remains attractive beyond the gold price The risks investors often miss during mine commissioning and ramp-up Why copper could be entering a new trading range How to invest when the cycle has turned, but the exact bottom has passed Medallion Metals, Sunshine Metals and other small-cap resources opportunities The one stock Widdup would hold if markets closed for five years

3 ways to play the mining boom that is just getting started

The Rules of Investing

On this episode of The Rules of Investing podcast, I speak with Hedley Whittip, Managing Director at Lion Selection Group. We discuss why he likes investing in gold projects, where we are currently in the mining cycle and how to invest at this phase. Stick around to hear about two companies from the portfolio that he thinks are at a particularly exciting stage of development. My name is Patrick Polk and this podcast is brought to you by Livewire Markets. Hedley, welcome to the show. Good to be chatting with you.

It's nice to be chatting to you. Pat, it's been a while, mate. Thank you very much for putting aside the time. It has been a while, actually. Yeah. And I don't know if you caught it. I'm sure some of our listeners would have. But a few months back, I actually wrote an article about the best performing funds, ETFs and licks over the last five years. And Lion actually came in first amongst all the licks, the Australian focused funds and the active funds.

And second overall, just marginally behind GDX, which I'm sure will pain you greatly to hear. Which it was actually in part why I thought it'd be, were a bit overdue to get you on the podcast. Anybody who read the article may, all the way to the end, might recall that you were actually the first person that I interviewed on my own over 10 years ago as a junior market analyst.

However, I went to look up when I first had you on the podcast. And I was rather shocked to find that I don't think we actually have had you on the rules of investing before. At least not that I could locate.

3 ways to play the mining boom that is just getting started

Read the full transcript

The candid version is on a podcast,
not the earnings call.

3 ways to play the mining boom that is just getting started

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.