In this interview fund manager Will Thomson walks through his investment rationale for investing in Lumina Gold Corp. Will Thomson is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Will is a Graduate of Trinity College and holds a Masters in Government from Harvard University.
Massif Capital is a long/short equity fund focused on global opportunities in liquid real assets and industrials. The team’s work experience with governments in frontier markets, operational experience with growing energy companies, and time spent managing downside risk for project finance lenders gives them a unique edge.
0:00 Introduction
1:59 Assessing Ecuador as a mining jurisdiction
7:22 Would you have invested in this asset if the Lumina Group was not the owner?
9:00 Do you factor in inferred gold ounces into your calculation?
10:04 Did you invest more so because of limited downside risk rather than likely upside?
11:03 Key things in Lumina Gold’s PEA that stood out to you?
12:20 How many other development companies are in your portfolio?
13:06 Final thoughts on Lumina Gold Corp.
Lumina Gold Corp. info: TSXV:LUM OTC:LMGDF
Will’s written investment thesis for Lumina Gold Corp.:
Will’s fund’s website:
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