Andor Lips, Fund Manager, Commodity Discovery Fund, discusses investing into early-stage mining projects, and anticipating the winners in the current energy revolution
Dr. Andor Lips is Fund Manager of Commodity Discovery Fund since 2016. He has been working in the mineral resources sector since 1993, from exploration geologist for several companies and for the French government to Technical Director of Lydian International. Between 2010-2015 he worked as a senior banker in mining finance for ING Bank. Furthermore, he is a consultant for the European Commission. Andor is also a shareholder of the Commodity Discovery Management BV, the manager of the fund.
Investing in the mining sector, where do you place yourself in the mining cycle? Interested in a commodity producer with stable production profile and cash flow, and with an understood risk profile, or focused on the capital intense phase when a new mine is constructed, or yet again, attracted by an exploration company that is aiming to find new mineral resources?
Oct 2, 2017