Skip to content
Jayant Bhandari – Junior Resource Value Arbitrage Opportunities, Portfolio Positions, Chinese Economic Outlook, And The Upcoming Capitalism and Morality Conference episode artwork

EPISODE · Sep 12, 2026 · 17 MIN

Jayant Bhandari – Junior Resource Value Arbitrage Opportunities, Portfolio Positions, Chinese Economic Outlook, And The Upcoming Capitalism and Morality Conference

from The KE Report · host KE Report

Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors and institutions, joins me to share 3 different arbitrage trade opportunities in critical minerals resource stock mergers, the value proposition he sees in 2 gold exploration companies, his outlook on the Chinese economy, and information on his upcoming Capitalism and Morality Conference next weekend in Vancouver. We start off focused on the value arbitrage setups in 3 critical minerals stock pairs with open merger and acquisition transactions, along with opportunities in 2 gold explorers that he holds in his own portfolio. The companies that we reviewed are: Arbitrage trade in the acquisition of European Lithium Limited (ASX: EUR, FRA: PF8, OTC: EULIF) by Critical Metals Corp. (Nasdaq: CRML) Arbitrage trade in the acquisition of Cygnus Metals Limited (ASX:CY5, TSXV: CYG, OTCQB: CYGGF) by Central Asia Metals PLC (AIM: CAML). Arbitrage trade in the merger of Silver47 Exploration Corp. (TSXV: AGA) (OTCQX: AAGAF) (FSE: QP2) with Bunker Hill Mining Corp. (TSX: BNKR) (OTCQB: BHLL) Value proposition in the exploration strategy for Aztec Minerals Corp. (TSX-V: AZT), (OTCQB: AZZTF). Value proposition in the exploration and development strategy for Irving Resources Inc. (CSE:IRV)(OTCQX:IRVRF). Jayant then comments on is outlook on the economic health in China being more robust than is often covered in Western media outlets. After regularly visiting many parts of China for extended periods for almost 2 decades, he remains encouraged by recent trends in the improving openness and culture, leading edge advancements in technology; even if there are some ongoing concerns about unemployment and real estate. Wrapping up, Jayant shares more information about why listeners may want to attend his Capitalism and Morality conference next weekend on September 18th-19th this year in Vancouver, featuring Rick Rule and Adrian Day. To register for the Capitalism and Morality conference or for more information click here: For more market commentary & interview summaries, subscribe to our Substack reports: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Episode metadata supplied by the publisher feed · Published Sep 12, 2026

Embed this episode

Ready to play

Jayant Bhandari – Junior Resource Value Arbitrage Opportunities, Portfolio Positions, Chinese Economic Outlook, And The Upcoming Capitalism and Morality Conference

0:00 17:05

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The KE Report?

This episode is 17 minutes long.

When was this The KE Report episode published?

This episode was published on September 12, 2026.

Can I download this The KE Report episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!