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.
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volunteer_activism ADVICE
Avoid High Salary Management
Avoid investing in companies where management pays themselves outrageous salaries.
Challenge destructive actions like extreme share rollbacks legally when possible to protect shareholder interests.
insights INSIGHT
Dismiss Lassonde Curve Usefulness
Jayant dismisses the usefulness of the Lassonde Curve as a tool to predict junior mining share price movements.
He emphasizes fundamental and technical analysis over simplistic lifecycle curves.
volunteer_activism ADVICE
Ban Warrants for Fair Finance
Warrants harm existing shareholders by diluting value and capping share prices.
Finance companies only at prices that protect current shareholders without excessive discounts or cheap warrants.
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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/
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