BAR vs CNJ, page-39

BAR seems somewhat undervalued compared to CNJ atm. I wonder why? CNJ gives a more direct exposure to cobalt, but its about to run out of money and the gold assets in BAR should be attractive given the gold price and global trade war uncertainly.

There has been a big order bolstering the CNJ price for a while - someone wants a cobalt play and prefers CNJ. One or more seem to be offloading BAR - maybe people who took up there CR entitlement thinking they'd make a quick buck.