Jayant Bhandari, an analyst at Anarcho Capital, shares his insights on why investor paranoia is suppressing junior gold stocks. He challenges the notion of the Lassonde Curve and advocates for banning warrants to protect shareholder interests. Bhandari discusses the importance of intrinsic value and highlights two promising junior mining opportunities he's currently pursuing. His unique perspectives on market dynamics and ethical management practices provide a refreshing take on navigating the complex world of mining investments.
46:10
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Investor Paranoia Dampens Juniors
Junior mining stocks’ prices are stagnant due to investor paranoia about poor management and fraud.
Investors struggle to distinguish bad companies from value creators, limiting price gains despite rising gold prices.
insights INSIGHT
Separate Macro From Valuation
Jayant assesses junior miners based on current gold prices, separating macro views from company valuation.
He avoids complex predictions about future gold prices to focus on inherent company value.
volunteer_activism ADVICE
Challenge Bad Management Publicly
Avoid investing in companies with criminally-minded management or unethical practices.
In egregious cases of misconduct, publicly challenge management and involve institutional investors to protect shareholders.
Get the Snipd Podcast app to discover more snips from this episode
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/
Mining Stock Education 