Willem Middelkoop believes we are staring down the beginnings of a generational bull market in commodities. In this interview, Willem shares how he plans to profit from the expected commodity bull market by focusing on investing in mineral discoveries. He discusses how the Commodity Discovery Fund identifies and invests in potential world-class discoveries.
Willem Middelkoop is the chairman of the Commodity Discovery Fund’s management team and is ultimately responsible for the fund’s investment policy. Willem is one of the pioneers of discovery investing and is the author of seven books on economics and financial markets.
1:30 How Willem came to focus on discovery investing
4:58 Why natural resource speculation versus over other discovery-focused sectors?
6:07 How often do you buy your initial position after the discovery hole announcement?
7:31 Due diligence in first 24-48 hours after discovery announcement
10:57 Role of fundamental and technical analysis in monitoring discovery plays
12:25 Exit strategy for discovery plays
15:24 Managing a discovery fund in a commodity bear market
18:55 Stock exchanges Willem’s fund buys positions through
22:28 Investing in pre-production stories
24:58 Must you be bullish on the underlying commodity to invest in a discovery play?
26:10 Ideal time for new investors to invest in the mining sector
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