JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining.
The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between.
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(0:00:00)Introduction
(0:01:34)John Forwood & Hedley Widdup
(0:02:20)2024 predictions looking
(0:09:05)Inflation & rates
(0:13:23)Liquidity in Juniors
(0:22:39)BHP-Anglo learnings
(0:27:50)Alternative funding
(0:32:22)Cutting red-tape
(0:34:34)Copper
(0:35:52)Will FIRB block deals
(0:39:56)Tin
(0:42:11)Gold
(0:49:53)Uranium
(0:52:25)Under vs over-rated