Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors, joins me to review the trends he is seeing in the gold and silver stocks, some arbitrage opportunities in ongoing merger and acquisition deals, and some companies that should have nice upside torque based on their work programs or optionality to defined ounces in the ground.
 
Jayant believes we are in a sweet spot in the resource space where finally people can start deploying more capital into the junior side of the market, as it starts to catch up to the moves we already seen in the mid-tier and senior producers.   We talk about producers finally being more profitable and in the position to acquire smaller companies, and that some juniors are merging to mass up in size. Another topic that comes up is jurisdiction risk and jurisdiction diversification, and how investors and larger companies have been more amenable to going into more exotic locations the end of last year and into this year.  We cover a lot of topics and Jayant shares a lot of companies in his portfolio or on his radar for various reasons.
 
The companies discussed are:  Base Resources (BSE.AX) (BSE.L), Energy Fuels (EFR.TO) (UUUU), Blackwolf Copper and Gold (BWCG) (BWCGF), Treasure Metals (TML.TO) (TSRMF), OreCorp (ORR.AX), Perseus Mining (PRU.TO) (PRU.AX), Silvercorp Metals (SVM), Adventus Mining (ADZN.V) (ADVZF), Aztec Mining (AZT.V) (AZZTF), Newcore Gold (NCAU.V) (NCAUF), Montage Gold (MAU) (MAUTF), Irving Resources (IRV.CN) (IRVRF0, O3 Mining (OIII.V) (OIIIF), Stellar Gold (STLR.TO) (STLRF), Aris Mining (ARIS.TO) (ARMN).
 
In full disclosure, Shad holds shares in Energy Fuels and Silvercorp Metals at the time of this recording.

 
Jayant is hosting his annual Morality and Capitalism conference in Vancouver on Saturday June 1st, and information can be found here for attending the event:
https://jayantbhandari.com/capitalism-morality-2024/
 
Click here to visit Jayant’s website.