Exclusive KE Report Commentary – Thu 25 May, 2017

Concerns about Emerging Markets and comments on a couple resource stocks

With all the money flowing into emerging markets this year Jayant Bhandari has some concern about the future prospects of these countries. He shares his thoughts on why this is overdone and the worries that people need to take note of. We also discuss his outlook for resource companies while shares two stocks that he is invested in.

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Jayant BhandariCory Fleck
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  1. On May 25, 2017 at 9:15 am,
    CFS says:

    Any thoughts on Darnley Bay, Cory?


    • On May 25, 2017 at 11:18 am,
      Excelsior says:

      CFS – Here’s a nice chart that Goldfinger just put out on Darnley Bay.

      @Goldfinger – “Nice falling wedge breakout in $DBL on heavy volume, close above $C.32 gets to at least mid-.40s:”


    • On May 25, 2017 at 11:20 am,
      Excelsior says:

      Gwen Preston – “I’m Pretty Excited About It” – With Darnley Bay Chairman Kerry Knoll


    • On May 25, 2017 at 11:21 am,
      Excelsior says:

      There are some pretty interesting thoughts & concerns from investors in the DBL room:


      • On May 25, 2017 at 12:07 pm,
        CFS says:

        Thanks, Ex

        • On May 25, 2017 at 12:31 pm,
          Excelsior says:


        • On May 25, 2017 at 3:04 pm,
          Excelsior says:

          CFS – Gwen does touch on Darnley Bay in this interview at the 8 min 10 sec mark:


          Hunt for #Zinc and #Uranium with #GwenPreston
          GoldNewsletter – Published on May 16, 2017

          “After the better part of a decade in mining journalism, Gwen Preston has gone out on her own to find the best natural-resource opportunities around the globe. Based in Canada and writing as the Resource Maven, her next trip is to Mongolia, and she delivers plenty of candy for investors to chew on.”


  2. On May 25, 2017 at 11:30 am,
    Excelsior says:

    BTW – Good interview with Jayant, and some interesting concerns about Emerging Markets.

    Also, glad to hear he is a fan of Novo Resources. They have not gotten the attention they deserve by the marketplace (yet……).

  3. On May 25, 2017 at 1:41 pm,
    CFS says:

    FPX is First Point Minerals?

    • On May 25, 2017 at 1:49 pm,
      Excelsior says:

      Yes. Nickel play.

      • On May 25, 2017 at 1:51 pm,
        Excelsior says:

        Their CEO Martin Turenne is a great contributor over at ceo.ca and usually has interesting things to say about Zinc and the base metals (Nickel of course).

        Here is the FPX room over there…. He noted today’s broadcast on the KER with Jayant.


        • On May 25, 2017 at 1:53 pm,
          Excelsior says:

          I just realized that they did have a name change apparently, but most stock services still show First Point Minerals. For the record here is the announcement:


          First Point Minerals Announces Proposed Name Change to FPX Nickel and the Granting of Stock Options
          by @marketwired on April 3, 2017