Willem Middelkoop has been an early investor in many exploration stories and ultimate takeovers. As a private investor, he started investing in companies that had made significant (commodity) discoveries in 2005. This makes him one of the pioneers in “Discovery Investingâ€. Willem is also the author of seven books on economics and financial markets. He is also a member of the Advisory Board of the London economic think tank OMFIF. Willem is the founder and major shareholder in Commodity Discovery Management B.V., the manager of the Commodity Discovery Fund and is ultimately responsible for the investment policy.
Doug Ramshaw is a senior executive and corporate director with more than 20 years of experience in the mineral resource sector. His work has focused on mineral project evaluation, M&A and business development strategies supporting corporate growth.
Mr. Ramshaw previously worked as a mining analyst for an independent brokerage firm in London, UK and has served in various executive capacities for a number of publicly listed junior resource companies. He sits on the board of Great Bear Resources. He holds a Bachelor of Science in Mining Geology from the Royal School of Mines.
Replay transcript excerpt
Speaker 1: Well, good morning or good afternoon or evening wherever you are. My name is Doug Ramshaw. I'm the president of Monero Alamos. Speaker 1: And in part 2 of our conversations with Minera Alamos we're very lucky to have Speaker 1: Willem Middelkoop join us today. He's a fund manager at Commodity Discovery Fund in Europe Speaker 1: and Willem is going to provide a little bit of an overview on the art of discovery investing and then we're going to turn it more into a fireside chat between Willem and myself. Speaker 1: At any time during the broadcast today Speaker 1: there's a Q&A Speaker 1: that you can submit questions Speaker 1: that we can if we have time later in the show, Speaker 1: Willem or myself, Speaker 1: more likely Willem will be Speaker 1: here to answer questions. So please use the tabs there. And in the meantime, without any further ado, I'm going to hand this over to Willem. Willem, great to see you. Thanks for joining us. Speaker 2: Well, thanks for the invitation. Speaker 2: We've been knowing each other for a few years, met on Speaker 2: the different conferences. Speaker 2: Actually, this is the 1st time I'm in a hotel room back again Speaker 2: since I think February last year. Speaker 2: And well, I prepared a little, a few slides as an introduction. I started at Commodity Discovery Fund in 2008. Speaker 2: I was at the top of the last commodity cycle. Speaker 2: Actually, I've been a discovery investor 1st as a private investor around 2005, 2006. Speaker 2: I was Speaker 2: publishing the Middlecorp Discovery Alert Service. Speaker 2: We tipped Aurelian Resources Speaker 2: very early stage. Speaker 2: I think it was late 2015. Speaker 2: And Aurelian Resources was 1 of my Speaker 2: lucky investments Speaker 2: as a private investor. S...
