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
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