In this interview fund manager Will Thomson walks through his investment rationale for investing in Altius Minerals. Will Thomson is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Will is a Graduate of Trinity College and holds a Masters in Government from Harvard University.
Massif Capital is a long/short equity fund focused on global opportunities in liquid real assets and industrials. The team’s work experience with governments in frontier markets, operational experience with growing energy companies, and time spent managing downside risk for project ?nance lenders gives them a unique edge.
0:56 Altius Minerals’ Investment Thesis
5:53 Why do base metals royalties trade at a discount to precious metals royalties?
10:41 Inputs used to conclude Altius is undervalued
12:27 Prospect generation as a part of Altius’ business model
16:37 Potential growth through acquisition for Altius?
20:28 Will Altius’ renewable energy royalty business be profitable?
24:28 What could go wrong for Altius?
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