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Willem Middelkoop, founder, investor, commodity fund manager at Commodity Discovery Fund, suggests that mining-related investments are closer to the bottom than the top.
The comment highlights shifting sentiment in the mining investment sector.
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Earlier this year, Middelkoop drew attention to AYA's second-quarter silver production, which rose 61 percent following his visit to a Moroccan mine (Willem Middelkoop: Q2 silver production up 61 percent at AYA). He has also reported on Rio Tinto's 7% decline in copper output in the second quarter due to an unplanned smelter outage in Utah (Willem Middelkoop: Rio Tinto reports 7% drop in copper output on unplanned outage). Both updates come as mining sector sentiment remains in focus.