Jayant Bhandari joins us today to reflect on the run higher in commodities we’ve seen the last few months, and why he feels that most of the macro factors driving things higher are really due to raging inflation, and not as much the war in Ukraine. He outlines that even if the war was to resolve immediately, that only 10-15% of the commodity price moves would come off in most cases, and feels there are longer term structural and supply demand trends in place behind the higher oil and nat gas prices, base metals prices, and agricultural commodities.
Next we shift the conversation over to reviewing value in the gold mining stocks and Jayant highlights that West Vault Mining (WVM) is a company showing good potential for a rerating in value on their Hasbrouck & Three Hills projects in Nevada. We go on to discuss other companies that are creating value by reinterpreting and looking at historic projects in new ways that highlight this value to the market place and we mentioned Artemis Gold (ARTG), Prime Mining(PRYM), Gold Mountain (GMTN), and Zacatecas Silver (ZAC) as other examples of daylighting value from historic projects.