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.
0:05 Introduction
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
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.