Jayant Bhandari, Capitalism and Morality

JAYANT BHANDARI Trade War Will Blow Over

 

Commander Resources, etc.

I recently attended PDAC in Toronto. It is hard to objectively know whether there was more interest this year in the mining sector, but my visual impression was negative. This fall in attendance has continued over the last several years. I attribute this loss of interest not to the failure of commodity consumption to increase, but to “investment” made on the basis of commodity price speculation and greedy expectation from so-called leverage.

In these two discussions I give my views on the trade-war, gold consumption, the Third World etc.:

 

On investments…

Cork Fleck and I talked about two companies today. Renaissance Gold (REN) keeps falling to C$0.17, a price at which I find it a good buy. We also discussed Commander Resources (CMD; C$0.09). Based on the history of the company, while they have created value, I doubt if any money has ever flowed back to the shareholders. The management has changed and I hope any new value-creation profits the wallet of investors. For now, in my view, CMD has fallen more than it should have. Here is a link to a discussion that I had with Cory.

I am on my way to Singapore, to attend Mining Investment Asia and then to Hong Kong to attend Mines & Money.

Warm regards,

Jayant Bhandari

Associate: Rajni Bala

Disclaimer: All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. The sole purpose of these musings is to show my thinking process when analyzing a stock, not to provide any recommendation. I will not and cannot be held liable for any actions you take as a result of anything you read here. Conduct your own due diligence, or consult a licensed financial advisor or broker before making any and all investment decisions. Any investments, trades, speculations, or decisions made on the basis of any information found on this site, expressed or implied herein, are committed at your own risk, financial or otherwise.

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