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At Commodity Discovery Fund a key consideration for any investment is scale

Does a mineral discovery have the potential to grow further?

Willem Middelkoop
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Willem MiddelkoopFund Manager  @ Commodity Discovery Fund
Precious Metals

1 min read|Apr 5, 2024|20 views

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Independent researcher Roger Breuer has written an extensive report on one of our core holdings, Tinka Resources Its Ayawilca project is shaping up remarkably well economically as it continues to grow. It’s little surprise that Tinka has attracted two Latin American producers, Buenaventura (19%) and Nexa Resources (18%), as significant shareholders. Both mention Ayawilca as a future-producing mine. Is a bidding war next?

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