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April 26, 2025 46 mins
Analyst Jayant Bhandari explains why investor paranoia is holding down junior gold stock prices, in this MSE episode. He explains why, unlike most junior resource investors, he does not care about the Lassonde Curve. Jayant explains why the Canadian markets should ban warrants and explains how he thinks junior miners should finance themselves in a manner equitable to their shareholders. Furthermore, he shares two junior mining arbitrage opportunities he is currently capitalizing on. Jayant Bhandari of Anarcho Capital, is constantly traveling the world to look for investment opportunities, particularly in the natural resource sector. He advises institutional investors about his finds. He was a Director on the board of Gold Canyon, a publicly-listed Canadian company, until its merger with another entity. Earlier, he worked for six years with US Global Investors (San Antonio, Texas), a boutique natural resource investment firm, and for one year with Casey Research. Before emigrating from India, he started and ran Indian subsidiary operations of two European companies. Jayant runs a yearly philosophy seminar in Vancouver entitled, “Capitalism & Morality.” 0:00 Intro 1:03 Gold 3:14 Bottom-up approach 6:28 Investor activism 11:17 Constructive vs confrontational 14:22 “I don’t care about the Lassonde Curve” 17:12 Ban warrants 22:46 Rights Offering 25:30 Mismanagement & investor paranoia 28:31 Project generation 35:04 Junior’s progression pace 37:36 Two stock picks 40:11 Capitalism and Morality https://jayantbhandari.com/capitalism-morality/ Coupon Code for 10% off: MSE25 Junior Stock Review: https://www.juniorstockreview.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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