MINING AGENDA

Mining Agenda: Willem Middelkoop, 21/5/2018

High-profile 'discovery' investor talks to Mining Journal's editor at ResourceStocks Sydney 2018

Mining Journal

Commodity Discovery Fund founder and chief investment officer, Willem Middelkoop travelled to Sydney, Australia for the inaugural ResourceStocks Sydney 2018 conference, where he spoke on ‘discovery investing' and, in particular, the CDF's major current exposure to the Australian Pilbara conglomerate gold rush.

Here he speaks with Mining Journal editor in chief, Richard Roberts, on the sidelines of the conference about his belief that the "Pilbara basin" could be a "nephew or niece" of South Africa's fabulous Witwatersrand Basin, and why he can't believe North American and other investors are beating local investors to the scene of the biggest gold discovery story of current times.

On the line this week…

Willem Middelkoop, Commodity Discovery Fund founder

Willem Middelkoop has been an investor in junior mining companies for more than 10 years. He is one of the pioneers in ‘Discovery Investing' - very early-stage investments in exploration companies in the throes of unearthing significant discoveries. He is responsible for the impressive track-record of his fund, with dozens of takeovers already in its ‘discovery portfolio'. Middelkoop has published seven books in eight different languages on financial and economic topics. He is also a member of the London-based OMFIF advisory board.

A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining Journal Intelligence team.

A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining Journal Intelligence team.

editions

ESG Mining Company Index: Benchmarking the Future of Sustainable Mining

The ESG Mining Company Index report provides an in-depth evaluation of ESG performance of 61 of the world's largest mining companies. Using a robust framework, it assesses each company across 9 meticulously weighted indicators within 6 essential pillars.

editions

Mining Journal Intelligence Global Leadership Report 2024: Net Zero

Gain insights into decarbonisation trends and strategies from interviews with 20+ top mining executives and experts plus an industrywide survey.

editions

Mining Journal Intelligence Project Pipeline Handbook 2024

View our 50 top mining projects, handpicked using a unique, objective selection process from a database of 450+ global assets.

editions

Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 2024.