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/
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Junior Stock Review: https://www.juniorstockreview.com/
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