Willem Middelkoop shares and update on the evolution of Discovery Investing. From championing early-stage precious metals companies in the last mining boom bust cycle, to a metal agnostic strategy finding and holding positions in the top 100 best discoveries worldwide.
With 68 buyouts of portfolio companies in the last 12 years, and a database of drill hole results spanning all major mining discoveries, Willem’s team have a track record of identifying discoveries that go on to become development stage projects.
We consider the big monetary reset which is upon us and how investors should think about gold, metals projects, digital assets and new forms of private money collectively.
Willem explains why mining company valuations are relatively low despite record metals prices last year and shares the good zinc companies to watch and a bullish sentiment for nickel, copper and silver.
Website: en.cdfund.com
Guest:
Willem Middelkoop, Chairman, Commodity Discovery Fund
Mining investment news, insights, and company profiles
Willem Middelkoop Q&A: We are in the Big Reset Now – Gold, Metals, Digital Assets, Private Money
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