Jayant Bhandari joins me today to share some details on a recent trip he had to Hong Kong. He thinks that China is doing much better than some of the recent data and commentary has been outlining. This will all lead to at the very least stable demand for a wide range of resources.
We also discuss Ascot Resources. Jayant thinks the recent selling after the closing of the IDM Mining acquisition has put some selling pressure on the stock which could provide a near term upside opportunity.
Please email me with your thoughts on Ascot Resources or any other other companies you want us to take a look at – Fleck@kereport.com.