Musings on Investing

Post-Covid China

Austar Gold

Singapore is starting to accept that we should learn to live with covid and that what we need is a medical system to deal with it rather than keeping people locked in. In East Asia, the response to covid has been of far less imposition of government tyranny than what has happened in Canada, New Zealand and Australia.

The critical problem, in my view, is that, increasingly imbued with woke culture and associated affirmative policies, western governments are now filled with incompetent people who are indecisive and cannot do a cost-benefit analysis.

China has been lockdown-free for more than a year, and its economy is back to its regular growth rate:

On Investments

  • Montage Gold (MAU; C$0.74): It is a thinly traded stock that is trading far lower than what it IPO-ed at last year. Linked here is a discussion I had with Cory Fleck on MAU.
  • Austar Gold (AUL.ASX; C$0.32) is going through a merger. If all goes well, I hope to book a 22% arbitrage profit in a month’s time.
  • Gran Colombia Warrants (GCM.WT.B; C$2.87): These are very illiquid but offer a very good upside. Linked here is my conversation with Cory Fleck.

Jayant Bhandari

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.