Mining Stock Daily Matt Manson on M&A Expectations within the Mining Sector for the New Year
Dec 4, 2025
In this engaging conversation, Matt Manson, CEO of Radisson Mining, shares his expertise on the evolving landscape of the mining sector. He delves into successful drilling strategies at the O'Brien project, emphasizing a robust 140,000m program. Manson discusses the critical need for due diligence in M&A, highlighting a cultural shift towards careful evaluation of projects. With producers now prioritizing disciplined growth, he points out the valuation gap between junior miners and larger firms, signaling exciting acquisition potential.
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Bold Step-Out Drilling Paid Off
- Matt Manson recounts switching to large step-out drilling instead of incremental 'nibbling' around the known resource.
- That bold approach yielded significant hits and led to a 140,000m drill program with high success rates.
Markets Reward Ground Results Again
- Matt Manson observes markets now reward money invested in the ground when results are strong.
- He sees a functioning, efficient market attracting new capital to quality exploration.
Producers Prioritize Cash And Discipline
- Producers repaired balance sheets over the last 5–10 years and now prioritize cash flow and returns to shareholders.
- That discipline reduced reckless M&A and shifted expectations toward sustainable capital allocation.