Chinese Appetite and M&A Impact

Matt Wilcox and his team have built six mines in the last 14 years and counting.

Most of them in West Africa. Some in places where logistics alone would stop most teams before they start.

He’s now running Robex and just pulled off one of the more interesting deals in the gold space, merging with Predictive to consolidate Bankan in Guinea.

This one is less about promotion and more about how things actually get built.

And Matt's genuine insights on potential corporate dynamics in West Africa.

Follow Matt on LinkedIn - https://www.linkedin.com/in/matthew-wilcox-2a731624/

Episode recorded: 03/30/26

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TIMESTAMPS  

(0:00) Matt Wilcox intro

(1:49) Africa trip & listener shoutout

(1:53) Background, why West Africa

(5:36) Bankan battle, Predictive vs Robex

(8:04) Competing with Perseus

(13:28) Tietto & Chinese takeover

(17:31) Orebody lessons, Tietto vs Robex

(20:52) Register & BlackRock

(22:20) Robex production & oxide holiday

(27:25) Debt, Sprott & Africa finance

(28:50) Nordgold, Bissa, Lefa, Siberia

(31:55) Mine build philosophy

(33:31) West Africa vs Russia

(36:50) Builders, Endeavour, B2, FQM, G Mining

(40:30) West Africa gold & Chinese buyers

(44:29) Hedging, why not

(46:23) Chinese M&A, Allied, Agnico, Cardinal

(54:25) Where to build next

(57:09) Pipeline & defending bids

(59:48) ASX dev plays, Many Peaks, Hummingbird

(1:05:56) Guinea permit reset & Predictive

(1:08:01) Royalties & government take

(1:11:22) Dream asset & 10-year vision

(1:12:38) M&A outlook, Barrick, Newmont

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