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Welcome!

Jayant Bhandari – Value Arbitrage Opportunities Trading Junior Resource Stocks And The Upcoming Capitalism and Morality Conference

 

 

Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors and institutions, joins me to share his outlook on both gold and copper demand, as well as 3 different arbitrage trade opportunities in resource stock mergers, and the value proposition he sees in 2 gold exploration companies.

 

We start off in a general discussion about the macroeconomic and geopolitical tensions underlying the consistent bid in the gold price to higher levels.  At these higher prices he is not adding to his gold positions, but he is holding his positions bought at lower levels and anticipates pricing to keep advancing higher in most global currencies for medium to longer term.  

 

We also discussed the higher average pricing we’ve seen in copper (and this interview was recorded on Monday before Trump floated the plan to place a 50% tariff on copper coming into the US).  Jayant focused on the economic health in China being more robust that often covered in Western media outlets, and that despites the US/China tariff war, he still anticipates their internal growth will underpin consistent demand for copper and many other commodities.

 

The balance of the discussion focuses on value arbitrage setups in 3 resource stocks being acquired, and opportunities in 2 gold explorers that he holds in his own portfolio. The companies that we reviewed are:

 

  • Arbitrage trade in the merger of Mandalay Resources Corp (TSX: MND, OTCQB: MNDJF) and Alkane Resources Limited (ASX: ALK)
  • Arbitrage trade in the merger of Granite Creek Copper Ltd. (TSX-V:GCX) (OTCQB: GCXXF) and Cascadia Minerals Ltd. (TSX-V:CAM) (OTCQB:CAMNF)
  • Arbitrage trade in the merger of Nuclear Fuels Inc. (CSE: NF) (OTCQX: NFUNF) and Premier American Uranium Inc. (TSXV: PUR, OTCQB: PAUIF)
  • Value proposition in the exploration strategy for Aztec Minerals Corp. (TSX-V: AZT), (OTCQB: AZZTF).
  • Value proposition in the exploration strategy for Irving Resources Inc. (CSE:IRV)(OTCQX:IRVRF).

 

Wrapping up, Jayant shares more information about why listeners may want to attend his Capitalism and Morality conference on August 22-23rd this year in Vancouver.  KER listeners can get a 10% discount off admission using coupon code KEReport25.

 

 

https://jayantbhandari.com/capitalism-morality-2025/

Discussion
14 Comments
    Jul 10, 2025 10:15 AM

    Bottom line is copper price on the LME is down almost .15 since the tariff announcement

    Reply
    Jul 10, 2025 10:32 AM

    Would a break below 90 open up a surge down? This chart is already oversold but has been ridiculously high for too long anyways… Gold/Silver

    https://schrts.co/uCeqWiEJ

    Reply
    Jul 10, 2025 10:40 AM

    TSX.v aka CDNX or whatever… overbought on the weekly but on its’ way to 800+ first? That’s a hard call unless this thing was held under water so long that it could end up anywhere as it rediscovers buoyancy so to speak along with silver.

    https://schrts.co/ffRAucVN

    Reply
    Jul 10, 2025 10:46 AM

    Silver 5 year weekly has room to move.

    https://schrts.co/UGneusSK

    Reply
    Jul 10, 2025 10:14 AM

    Impact Silver has been on the move up lately, that will be a relief for some of the traders here. It has been a long time since I’ve seen it look so positive. DT

    Reply
      Jul 10, 2025 10:27 AM

      When it launched after the February 2024 low, I said that was it for the bear market but it’s understandable that some here doubted it. After that initial 170% move in 6 weeks, it spent a year pulling back in a fashion that was not bearish so I kept buying weakness. The interesting thing is that the action from that ’24 low until this year’s low looks like a miniature version (or “fractal”) of the action from the ’16 low to the ’24 low. Watch out when IPT takes out its ’16 and ’20 highs in the 1.20s.
      https://schrts.co/kvasjzAK

      Reply
      Jul 10, 2025 10:38 AM

      The more bullish one is about silver relative to gold, the more bullish one should be about IPT.
      https://schrts.co/uIHpNnqp

      Reply
    Jul 10, 2025 10:51 AM

    The peso to the dollar is at resistance after rising about 14% since its February low.
    https://schrts.co/UkKnUfVx

    Reply
    Jul 10, 2025 10:01 PM

    Good convo going on here!

    Terry there is good investments to be had. Not sure if it went south for you with impact but myself I have had some tuff losses in my investment career. You take the bad and quickly dispose of it with no emotions.

    Long story short and I don’t want to quote Matthew on this he can speak for himself but long long ago I couldn’t figure out my game and why the winning percentages were not there as the work was. It was not until I applied cycle theory to my investments where the real gains started to show more and more. It’s incredible and some of the top investors in this game I’ve been around for a very long time. The Michael Oliver is of the world Dave hunters of the world even a good group in here understand that when the cycles get going, it seems like all companies across the board even the ones doing shitty get a big big bid. I sense that happening now.

    We can focus on ounces management teams and jurisdictions and yada yada yada but when the cycles get going, and you studied the particular companies that you feel well with they repeat 80% of the time.

    As mentioned yesterday the break out could be here and we won’t have to wait till Monday or early next week. If we don’t drop tomorrow then the low is in silver and takeoff has begun. I do think they will shoot it down maybe one last time and then up we go.

    Dan good set of investments you have. Alll these company’s are going to do well. My sense of things are we have a run in miners specifically silver and small boys 3/4 month run epic run.

    Doc once said eventually I will be right. I think k I have always been right just my timing off lol. I bet doc friendly wage here silver attacking $42 in short time.

    Cheers to all

    Matthew thanks for the charts all these years really has helped more people then you think.

    Reply

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