An interview by Kitco News from Soar Financial's Deutsche Goldmesse in Frankfurt. On mining sector results in 2023, short-selling and how CDF has capitalized on it.
Willem Middelkoop and Jay Martin during the Pre-VRIC Summit 2023. Willem outlines the bullish scenario he presently observes in the gold market and across the commodities sector, and explains his strategy.
In a previous update we concluded M&A activity was picking up in the mining space. A recent piece of research pointed to the fact over 60% of all M&A activity in mining happened in the critical metals arena. Only a few years ago, the majority of the buyouts were precious metals related.
It has affected our portfolio in a very positive way since three of our lithium positions have been the subject of takeover proposals since September. Around 15% of our portfolio is lithium-related, while the broader critical metal space is around 40% of our AUM. This includes copper and nickel as well.
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