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Now is the time to consolidate your resource portfolio

Cory
August 23, 2016

This is a preview to segment 5 for this week’s weekend show. We are joined by Jayant Bhandari, consultant to many of the big name resource investors, shares what he is doing with his portfolio. We also talk about a couple companies that are going through a merger or acquisition where Jayant feels there is and investment opportunity.

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Discussion
30 Comments
    Aug 23, 2016 23:19 PM

    Whats going on ?..What do the German Govt. know, or fear ?..A few days ago we got the story about stockpiling food….Now we have this.
    Could Douche bank be going under ? Are the powers that be preparing for war.
    So many questions.
    http://news.goldseek.com/GoldSeek/1471957528.php

    Aug 23, 2016 23:55 PM

    What was that meeting about, with Germany/France/Italy ?
    So many questions.

    Aug 23, 2016 23:44 PM

    Big Al & Cory – Great interview with Jayant Bhandari:

    I really agreed with his point about the frothy nature of certain newsletter writers pumping exploration stocks to frothy levels, and the better approach of looking for undervalued and unappreciated stocks that have inherently good value.

      Aug 23, 2016 23:54 PM

      In addition, the last time Jayant was on we discussed these arbitrage trades during mergers and acquisitions. At the time I was thanking Jayant for the slam dunk double on the Calico Resoures takeover by Parmount Gold.

      I mentioned then, and I’ll mention it again, on many days there has been a nice arbitrage on Gryphon Minerals (GPHYF), who is being taken over by Teranga Gold (TGCDF) where Gryphon holders get (.169) exchange into Teranga Gold shares. Keep an eye on it. The combined company is going to be solid post merger, and Teranga is already one of the better small gold producers out there that is very undervalued relative to their peers.

    Aug 23, 2016 23:35 PM

    I mentioned Gold Mountain on my video, wonder if Jayant is following my Youtube channel 😛
    https://www.youtube.com/watch?v=GnV_Rz5hdjo

      Aug 24, 2016 24:53 AM

      Nice. I’ve watched some of your Gold and Uranium videos before, and enjoyed the one with MiningBookGuy over at Ceo.ca Keep up the great research!

    Aug 24, 2016 24:39 AM

    Update: Ten Gold Mining Takeover Targets
    by Ceo Technician

    http://energyandgold.com/2016/08/24/update-ten-gold-mining-takeover-targets/