Musings on Investing

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

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