"You don’t have to fall in love with the frog"…and other commodity exploration lessons from a geologist.


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Jan 17 2024 36 mins   1

On Air at IMARC: Kicking off the new year, Hedley Widdup from Lion Selection Group joins Shae Russell at IMARC 2023. Together they discuss why explorers should be nimble, how one company’s hype faded when it collided with reality and what's the time on the famous Lion Selection clock…

Timestamps:

1:17 – The resource industry is optimistic, but stocks struggle to catch a bid

5:44 – “You don’t have to fall in love with the frog”

9:37 – Getting it wrong: when hype and reality collide

16:02 – Sell half: “You won’t die wondering, but you won’t go broke either’

19:00 – When the Lion clock strikes midnight…

23:22 – If investors are losing money in major miners, why would they invest in explorers?

27:22 – Big miners didn’t invest in exploration, will they acquire juniors?

31:22 – Make it a double on ice

Have a question for Hedley? Email [email protected] with 'AMA' in the headline. Episode will be recorded soon.