The Gold M&A Wave Has Started (Hedley Widdup)
A absolutely favourite guest is back - Hedley Widdup of Lion Selection.
Leading one of the industry's sharpest specialist mining investors, we work through the state of the gold stocks, where capital is moving, and what the cycle looks like from the inside.
Hedley runs a portfolio of junior miners and explorers built on a foundation as a mine geologist across WMC, Xstrata and Goldfields. He thinks in cycles and deploys slowly and deliberately.
In this conversation, Hedley covers:
- What the Vault/Regis merger actually signals about ASX gold M&A, and why succession at Vault was always the unspoken rationale
- Why Regis's real ambition may be acquiring 70% of Tropicana
- What he is most excited by in the exploration space
- Where the clock sits today and how he plans to deploy cash
- The frontier exploration thesis and why a new district on the NT/QLD border could be genuinely significant
- Why Sunshine's Sybil discovery has the rare profile to double its value
- His read on Southern Cross Gold $2.8B market cap
Follow Hedley:
LinkedIn: https://www.linkedin.com/in/hedleywiddup/
If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector.
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TIMESTAMPS
(0:00) Intro
(2:00) Vault-Regis Merger Breakdown
(19:00) Developers and New Financing
(29:20) Refractory Gold and Exploration Bets
(36:30) Sunshine Metals Upside
(41:00) Charters Towers Debates
(46:40) Northern Territory Revival
(59:20) Cycle Strategy Wrap
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