Quo vadis commodities sector?


“Where is the commodities sector heading?”

At the occasion of CM Equity’s 10th resource conference at the Munich stock exchange, financial journalist Lars Schall conducted on behalf of Matterhorn Asset Management some interviews that focused on the commodities sector, in particular on the difficulties faced by mining share companies in both gold and silver, as the plunge in prices continues to take a toll on that industry.

By Lars Schall

Interviewees in the below video:

  • Robert Willis, Managing Director Research at CM Equity in London;
  • Peter Boehringer, Asset Manager (PBVV Vermögensberatung), writer, and co-founder of the German Precious Metals Society;
  • Andreas Becker, Managing Partner at German Mining Networks, GMN;
  • Ralph Malisch, writer at “Smart Investor” magazine.


[German language] Lars Schall also spoke with Fidel Helmer, capital market expert at Hauck & Aufhäuser Privatbankiers.


link to pesentations of the two resource companies that have participated in the conference (Energy Earth PCL and Monument Mining LTD):


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