Commodity Discovery Fund

Mining the Future | Commodity-focused investment fund specialising in the mining and exploration sector

[Commodity Discovery Fund @CommodityFund]

𝐋𝐞𝐞𝐬 𝐢𝐧 𝐝𝐞 𝐂𝐨𝐦𝐦𝐨𝐝𝐢𝐭𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 𝐯𝐚𝐧 𝐣𝐮𝐧𝐢 𝐚𝐥𝐥𝐞𝐬 𝐨𝐯𝐞𝐫:

👉 Straat van Hormuz geblokkeerd, maar olieprijs zakt
👉 Inflatie loopt verder op
👉 Ex-Goldman Sachs-analist verwacht hogere grondstofprijzen

https://t.co/PLsmef9lX0

[Commodity Discovery Fund @CommodityFund]

Tickets: https://t.co/yBAFOS7Wjs

[Commodity Discovery Fund @CommodityFund]

𝐕𝐚𝐧𝐚𝐯𝐨𝐧𝐝 𝐥𝐢𝐯𝐞 𝐯𝐚𝐧𝐮𝐢𝐭 𝐝𝐞 𝐇𝐚𝐧𝐝𝐞𝐥𝐬𝐛𝐞𝐮𝐫𝐬 𝐢𝐧 𝐀𝐧𝐭𝐰𝐞𝐫𝐩𝐞𝐧: 𝐝𝐞 𝐥𝐚𝐚𝐭𝐬𝐭𝐞 𝐞𝐝𝐢𝐭𝐢𝐞 𝐯𝐚𝐧 𝐨𝐧𝐳𝐞 𝐓𝐡𝐞𝐚𝐭𝐞𝐫 𝐓𝐨𝐮𝐫 "𝐌𝐚𝐜𝐫𝐨 𝐦𝐞𝐭 𝐌𝐢𝐝𝐝𝐞𝐥𝐤𝐨𝐨𝐩"

Lijkt het u leuk om een analyse van Willem live mee te maken? Kom naar de Handelsbeurs in Antwerpen!

De Gazet van Antwerpen schreef er een (gratis te lezen) artikel over:

https://t.co/4kzT887qd3

De ticketlink vind u hieronder in de comments.

[Commodity Discovery Fund @CommodityFund]

Live from Las Vegas, @wmiddelkoop joined CNBC Arabia to discuss the outlook for oil and gold prices amid growing geopolitical and economic uncertainty.

[Commodity Discovery Fund @CommodityFund]

For the English version click the link below
🔗 https://t.co/lVqQhJN15I

[Commodity Discovery Fund @CommodityFund]

𝐋𝐞𝐞𝐬 𝐢𝐧 𝐝𝐞 𝐂𝐨𝐦𝐦𝐨𝐝𝐢𝐭𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 𝐯𝐚𝐧 𝐦𝐞𝐢 𝐚𝐥𝐥𝐞𝐬 𝐨𝐯𝐞𝐫:

👉 Miljardenovernames Rupert Resources en G2 Goldfields
👉 Hevige volatiliteit op de oliemarkten
👉 Positief rendement CDFund tegenover daling goud en de GDX

https://t.co/CPK1NsHNlJ

[Commodity Discovery Fund @CommodityFund]

𝐀𝐧𝐝 𝐭𝐡𝐞 𝐰𝐢𝐧𝐧𝐞𝐫 𝐢𝐬...🏆

The CDFund Discovery Award 2026 was presented on May 19, 2026, during Canaccord’s Global Metals & Mining Conference in Las Vegas.

Five companies with significant discoveries were nominated, including @AbraSilver, @FoundersMetals, @SitkaGoldCorp, and @TuracoGold, but @ngex_minerals was named the winner for its massive Lunahuasi discovery. 🎆 🎆🎆

The Lunahuasi discovery was made in 2023 in Argentina’s San Juan province, within the renowned Vicuña District. It's rich in copper, gold, and silver, with exceptional grades of up to 40% copper and 24 g/t gold. The deposit is large, remains open in all directions, and continues to show strong growth potential through ongoing exploration.

Following the discovery, the company’s share price surged 1,000%, while its market capitalization grew from C$40 million to C$12 billion. Our fund captured a significant part of this value creation.

This year’s winner is therefore an outstanding example of our Discovery Investing strategy.

A full overview of the nominees for the 2026 Discovery Award can be found in the jury report:

https://t.co/5Q2xX3agHE

[Commodity Discovery Fund @CommodityFund]

𝐂𝐃𝐅𝐮𝐧𝐝 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐀𝐰𝐚𝐫𝐝 𝟐𝟎𝟐𝟔 | 𝐍𝐨𝐦𝐢𝐧𝐞𝐞 #𝟓: 𝐓𝐮𝐫𝐚𝐜𝐨 𝐆𝐨𝐥𝐝

@TuracoGold rapidly expanded the Afema project in Côte d’Ivoire from zero to 4.65Moz of gold resources after acquiring it in 2024. The company has identified seven separate targets along the prolific Ghana shear zone, with all deposits remaining open.

Current drilling of 100,000m is expected to push resources beyond 5Moz. Supported by an experienced management team and a mining-friendly jurisdiction, Turaco is increasingly viewed as a potential takeover candidate for major regional gold producers.

[Commodity Discovery Fund @CommodityFund]

𝐂𝐃𝐅𝐮𝐧𝐝 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐀𝐰𝐚𝐫𝐝 𝟐𝟎𝟐𝟔 | 𝐍𝐨𝐦𝐢𝐧𝐞𝐞 #𝟒: 𝐒𝐢𝐭𝐤𝐚 𝐆𝐨𝐥𝐝

@SitkaGoldCorp unlocked the potential of its RC Gold Project in Yukon after identifying thick and continuous mineralization at the Rhosgobel target. The discovery helped define 2.25Moz of gold and improved access to the broader 5Moz resource base.

Unlike many Yukon peers, RC Gold benefits from road access and favorable terrain near Dawson City. Following a strong share price performance over the past two years, Sitka still appears undervalued at a market capitalization of around C$400m given its scale and exploration upside.

[Commodity Discovery Fund @CommodityFund]

𝐂𝐃𝐅𝐮𝐧𝐝 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐀𝐰𝐚𝐫𝐝 𝟐𝟎𝟐𝟔 | 𝐍𝐨𝐦𝐢𝐧𝐞𝐞 #𝟑: 𝐍𝐆𝐄𝐱 𝐌𝐢𝐧𝐞𝐫𝐚𝐥𝐬 (𝐍𝐆𝐄𝐗)

@ngex_minerals made the exceptional Lunahuasi copper-gold-silver discovery in Argentina’s Vicuña District in 2023. The project combines very high grades, large scale, and mineralization that remains open in all directions.

Drilling returned spectacular intercepts of up to 40% copper and 24 g/t gold, with mineralized intervals exceeding 1km. Backed by the Lundin family, Lunahuasi is emerging as one of the world’s most exciting copper-gold discoveries. Since the discovery, NGEx’s market capitalization has increased from C$40m to roughly C$6b.

[Commodity Discovery Fund @CommodityFund]

𝐂𝐃𝐅𝐮𝐧𝐝 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐀𝐰𝐚𝐫𝐝 𝟐𝟎𝟐𝟔 | 𝐍𝐨𝐦𝐢𝐧𝐞𝐞 #𝟐: 𝐅𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐌𝐞𝐭𝐚𝐥𝐬 (𝐅𝐃𝐑)

@FoundersMetals continues to expand the Antino Gold discovery in Suriname’s prolific Guiana Shield. Multiple discoveries, including Maria Geralda and Antino North, delivered strong drill results such as 22.5m at 11.88 g/t gold and 3.6m at 17.22 g/t gold.

Strategic investments by B2Gold and Gold Fields validate the project’s potential scale. Although no resource estimate has yet been published, Antino is increasingly viewed as a potential world-class gold district and a likely future M&A target amid growing industry interest in the Guiana region.

[Commodity Discovery Fund @CommodityFund]

𝐂𝐃𝐅𝐮𝐧𝐝 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐀𝐰𝐚𝐫𝐝 𝟐𝟎𝟐𝟔 | 𝐍𝐨𝐦𝐢𝐧𝐞𝐞 #𝟏: 𝐀𝐛𝐫𝐚𝐒𝐢𝐥𝐯𝐞𝐫 𝐑𝐞𝐬𝐨𝐮𝐫𝐜𝐞 𝐂𝐨𝐫𝐩.

@AbraSilver transformed the Diablillos project in Argentina into a world-class 454Moz silver-equivalent deposit through 170,000m of drilling and roughly C$50m in exploration spending. The project now includes the Occulto, JAC, and Cerro Viejo discoveries.

A preliminary study outlined strong economics, with annual production of 13.4Moz Ag eq over 14 years and an estimated NPV of up to C$7b at spot prices. Following environmental approval, production could begin by 2029. AbraSilver’s market value has risen from under C$10m in 2018 to close to C$3b today.

[GoldRepublic @GoldRepublic]

Het uitverkochte Macro met Middelkoop LIVE was gisteravond een OVERWELDIGEND succes!

Wil je zo'n onvergetelijke avond met @wmiddelkoop ook meemaken? Er zijn nog tickets beschikbaar voor de laatste voorstelling in Antwerpen!

Tickets in de link hieronder 👇

[Commodity Discovery Fund @CommodityFund]

𝐓𝐫𝐮𝐦𝐩'𝐬 𝐑𝐞𝐬𝐞𝐭 𝐄𝐱𝐩𝐥𝐚𝐢𝐧𝐞𝐝

The global monetary system is shifting beneath our feet, and many investors have yet to fully grasp the scale of change. @wmiddelkoop discusses with @paulbuitink why gold is quietly regaining importance, how the dollar’s dominance is being challenged, and what a gradual “Big Reset” could mean for your wealth. A clear, big-picture conversation on the forces reshaping the future of money.

https://t.co/6ahwBtSi9j

[Commodity Discovery Fund @CommodityFund]

𝐃𝐞 𝐁𝐢𝐠 𝐑𝐞𝐬𝐞𝐭, 𝐖𝐞𝐫𝐞𝐥𝐝𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐞 𝐞𝐧 𝐝𝐞 𝐫𝐨𝐥 𝐯𝐚𝐧 𝐓𝐫𝐮𝐦𝐩

In een nieuw interview met @De_NieuweWereld bespreekt @wmiddelkoop zijn analyse van de onrust in het Midden-Oosten, de toenemende druk vanuit de Golfstaten en de ingrijpende gevolgen voor Europa. Hij gaat in op uiteenlopende thema’s, van sterk stijgende olieprijzen en een mogelijke beurscorrectie tot de verschuivende machtsverhoudingen, waarbij China ogenschijnlijk als lachende derde toekijkt.

🔗https://t.co/9a9RpMzgDg

[Commodity Discovery Fund @CommodityFund]

𝐄𝐬𝐜𝐚𝐩𝐞 𝐭𝐡𝐞 𝐂𝐫𝐚𝐬𝐡 - 𝐑𝐢𝐝𝐞 𝐭𝐡𝐞 𝐆𝐨𝐥𝐝 𝐒𝐮𝐩𝐞𝐫𝐜𝐲𝐜𝐥𝐞

@wmiddelkoop & @competentmanpod discuss the geopolitical and economic impacts of the war in Ukraine and tensions around Iran. He argues that the U.S. has lost significant geopolitical influence, while China has gained. The closure of the Strait of Hormuz has put pressure on oil prices, which could reach $150 per barrel, leading to demand destruction and possibly a worldwide recession.

https://t.co/x4GjJnDa5E

[Commodity Discovery Fund @CommodityFund]

Yesterday, Willem discussed the geopolitical consequences of the Gulf War and the effects on oil, gold, and financial markets at Asharq Business (Dubai TV).

@wmiddelkoop @AsharqBusiness

https://t.co/ZUl5rvePCb

[Commodity Discovery Fund @CommodityFund]

𝐌𝐢𝐝𝐝𝐞𝐥𝐤𝐨𝐨𝐩'𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 - 𝐀𝐩𝐫𝐢𝐥 𝟐𝟎𝟐𝟔

Via een korte video-update brengt @wmiddelkoop u vanuit de Trading Room in Aerdenhout op de hoogte van de belangrijkste ontwikkelingen binnen het fonds en de mijnbouwsector.

In deze editie bespreekt Willem de escalerende situatie in de Golfstaten en blikt hij terug op 2025 voor het Commodity Discovery Fund (+71%). Tot slot gaat hij dieper in op een recente overname in de mijnbouwsector van $2,2 miljard, waarbij G2 wordt overgenomen door G Mining.

Lees onze nieuwste case study over G2 Goldfields, een grondstofontdekking die een nominatie voor de Discovery Award 2025 heeft verdiend. https://t.co/RTAhxUUj3r